Versions, Export & Submission

Save Version

Save Version locks the current paperwork and adds an immutable row to Submission Versions. The saved row retains the exact PDF and allows electrician notes to be recorded.

Select Unlock when further edits are required. Saving again creates a new version while preserving the previous one.

PDF output

G1 certificates export as individual portrait pages. G2 exports in landscape with all included circuits and instrument information. G3 exports in portrait only when it is applicable.

Workspace branding, company logo, form headings and explanatory text are included in the pack.

Sign-Off in a complete documentation pack

Use Export Documents beside the project import/export controls to include System Sign-Off with Power Sources and System Report, either in one mixed-orientation PDF or separate files. Select current paperwork or a saved submission version; saved versions retain their original snapshot.

Current unlocked paperwork is marked as a draft. Exporting alone does not save a version, lock the forms or send emails. Any signed-in user with project access can print the documentation without being granted Sign-Off editing access. External electrician links continue to export Sign-Off documentation only.

Submit Sign-Off

Submit from the saved-version row. The account holder is the primary recipient; selected electricians and manually added recipients are included using BCC. Workspace administrators can also configure addresses that are always included.

The submitted email contains the completed PDF documentation and identifies the person who submitted it.

My Sign-Offs archive

The project dashboard shows the latest saved or submitted sign-off version for each project. Archived sign-offs can remain available after their project is deleted and can be permanently removed using the confirmation workflow.