Build and issue
compliance documents
without leaving the job.
HiveSuite now includes a Document Builder with preloaded UK-standard templates for certificates, RAMS, checklists, and method statements. Create reusable definitions, add logical or conditional fields, and issue documents directly from jobs inside HivePlanner. Numbered PDFs, issue and expiry dates, and optional customer portal visibility - all built in.
UK-standard starting templates
Start from preloaded UK-standard templates for certificates, RAMS, checklists, and method statements - or save your own workspace-specific definitions for repeat use.
Document numbering
Each issued document carries its own document number and saved snapshot for traceability.
Issue and expiry dates
Capture validity windows where needed and keep a clean record against the job and customer.
Conditional fields
Add logical show or hide rules so extra fields only appear when they are relevant to that document type or answer set.
Portal visibility
Choose whether a document stays internal or becomes downloadable in the customer portal.
How it works
From template to issued document
Choose a document type
Start with a preloaded UK-standard template - certificate, RAMS, checklist, or method statement - or select one your workspace has already saved.
Fill the issue form
Complete the relevant fields, review the definition summary, and use conditional sections that appear only when they are relevant.
Generate the record
HiveSuite saves the document number, field values, and a snapshot of the definition against the job.
Share when appropriate
If portal visibility is enabled, the PDF can appear in the customer portal document area without separate admin work.
What it solves
Keep compliance output connected to the rest of the job record
Issued from live jobs
Documents are generated in the context of the job rather than as isolated PDFs on someone's desktop.
Stored with customer history
Issued documents sit alongside the job and customer record for easier retrieval later.
Portal visibility is deliberate
You can keep a document internal or make it visible in the customer portal as part of the document library.
Handles conditional logic
Use logical visibility rules so the document stays cleaner and only asks for extra information when a prior answer makes it relevant.
Built for real output
The workflow is designed around preloaded standards, saved definitions, completed fields, and PDF generation rather than generic note taking.
Connected modules
Part of a wider customer-facing workflow
HivePlanner
Schedule work, assign crews, and issue compliance documents from the same operational flow.
Customer Portal
Let customers download shared compliance documents alongside quotes, invoices, reports, and other files.
All Features
See how compliance documents fit into the rest of HiveSuite rather than acting as another disconnected tool.
Add compliance documents to your existing workflow
Issue PDFs from jobs, keep the records attached to the customer, and surface them in the portal when you want customers to access them.
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