Printing and exporting

Everything 4HSE holds can come out as a document: a certificate, a list of people, a safety data sheet. This area covers how that happens.

Printing starts from the item it concerns

There is no central “reports” section. The print function sits next to the item it concerns: on a certificate, on an office, on a supplier, on a person. Wherever you see the print icon, the same flow starts.

That flow is always the same three steps:

1. Choose a template — which layout the document will use;
2. Preview it;
3. Print or export it.

Templates decide the shape

A template is the layout of the document. 4HSE provides ready-made ones, a partner can provide their own, and you can modify any of them or upload your own — see Choose a template and Customise a template.

Note

The word “template” means something else in Copy, templates and import: there it refers to model offices and projects you copy data from. Here it is the layout of a printed document.

Two output formats

Format	Typical use
HTML	the version that stays editable in a browser
Microsoft Word	when someone has to work on the text afterwards

PDF is not one of the export formats: you get it from the browser’s print function — see Print or export a document.

Should the document be printed or archived?

At the end of the flow you choose where the result goes: your own computer, or the 4HSE file system. Archiving keeps the document in the project folders, where it is subject to the same permissions as everything else and stays reachable from the item that produced it — see Files and attachments.