Take the evidence out

How to do it

Starter, Growth and Scale subscribers can use Company letterhead after confirmed payment and setup in Account → Branding. A paid trial has no trial or preview watermark. Unpaid trials can preview the letterhead with a preview marking. SHOG format remains available, and CSV files remain plain data exports.

Choose the format before reviewing and signing a training plan or evaluation. The signed original keeps the letterhead and content you reviewed, even after the logo changes. Certificates keep their actual issuer, verification code and QR link; agreements, payment documents and inspection records are not rebranded.

The Documents tab holds saved PDFs, generation status and retry actions. Downloads use the saved data and letterhead, not today's report data. If an original file is missing, the owner can explicitly create a labelled recovery copy from its saved snapshot.

New company-format documents stop when eligible access ends. Saved copies remain accessible. For thirty days after that cutoff, Download document archive packages existing documents with a manifest; temporary ZIP links last seven days. Individual historical downloads and full-company exports remain available afterwards. The archive reports missing files rather than claiming an incomplete copy is complete.

1. Open Reports under Records in the sidebar.
2. Training attendance is the full record of who was enrolled, when, and what they completed.
3. Assessment scores shows the result of every attempt against the pass mark.
4. The Training Matrix sets every person against the courses their role needs. All three are on screen as tables, so you can read them before you download a PDF or a CSV.
5. The signed documents sit on the same page: the Training Policy, and the Annual Training Plan and the Training Effectiveness Evaluation once they are signed.

Training Policy

The Training Policy shows Not signed until an owner or an administrator assigned to this company signs it. Choose Review & sign, read the company-specific document to its end, enter your name and draw or upload your signature, then accept. If the company details or letterhead change while you review it, close the drawer and review a fresh copy. Failed submissions leave the drawer open; retrying does not create another approval.

After signing, the row shows the signer and signing date, Review opens the signed copy read-only, and PDF download is available. Unsigned policies are excluded from bulk downloads. Later company edits cannot change a signed copy. Signing or downloading the Shog policy requires neither a subscription nor external storage, and signing is not a gate for normal workspace use. Annual plans and evaluations retain their existing approval permissions.

Learner attendance signatures

The Training Attendance report distinguishes Not required, Awaiting signature and Signed. For signed records, a newly generated PDF shows the learner’s signature, printed name and signing time (UTC). The on-screen report and CSV show status, signer and time, without signature images.

Attendance and assessment outcomes are separate: a learner can sign attendance and later fail the assessment. Earlier enrolments do not gain a signature requirement retrospectively. Previously generated PDFs remain unchanged; generate a new report to include signatures collected since that copy was saved. Company or learner-name edits do not rewrite signed evidence. Administrators cannot sign on a learner’s behalf.

Share finished copies with clients

In Reports & Evidence → Share with clients, preview a saved, finished report and choose Share with clients. It becomes available to all active client members of this company. A policy must be signed, a plan approved and an evaluation signed before its final copy can be shared. Drafts and internal inspection packages cannot be shared through this feature.

The client sees the reporting period and preparation date. Sharing freezes access to that exact copy; later training activity does not update it automatically. Unshare removes future access to that copy. A client whose membership is revoked also loses download access immediately. Previously downloaded files remain with their recipients.