Download, share and regenerate documents
Available on all plans
Open any generated document. The action bar carries everything: Download (or Download Original / Download Signed PDF once signatures exist), Share, and Regenerate.
Share a document
Click Share on the document page.
Pick the permission: View & Sign or View only.
Pick the expiry — 7 days, 30 days, 90 days or No expiry — and click Create Share Link.
The link copies automatically. You can Revoke Link later; anyone holding it loses access immediately.
The recipient opens it in their browser — no account needed.
On a sign-enabled link they read the document, tick the consent box and sign with their name, role and company. Signed copies can be downloaded and emailed.
Regenerate when things change
Generated documents don't update themselves — they're frozen snapshots of the project at generation time. Changed the scope, the crew, or the emergency details? Click Regenerate (e.g. Regenerate RAMS), rerun the wizard and a new version is issued. Old share links warn that they're superseded, and the crew re-signs the new version.
Frequently asked questions
What can the person I share with actually do?
Your choice when creating the link: "View & Sign" lets them read and add a signature (name, role, company, consent); "View only" is read-only. Links can expire after 7, 30 or 90 days, or never — and you can revoke a link at any time.
What happens when I regenerate a document?
A new version is created. Anyone holding a share link to the old version sees a "this document may be out of date" warning, worker sign-offs reset to pending for the new version (old signatures are kept as evidence), and manager acknowledgements are marked superseded. Regenerate whenever project details change — the PDF is a frozen snapshot.
Why does my PDF have a footer on the free plan?
Starter PDFs carry a footer; Pro and above download clean, unbranded PDFs — better for sending to clients.
Related guides
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