> For the complete documentation index, see [llms.txt](https://docs.riskbase.uk/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.riskbase.uk/creating-+-modifying-assessment-templates/customising-pdf-layout.md).

# Customising .PDF layout

Customising PDF layout

*When setting up an assessment template, the pdf layout is editable.*

**Accessing templates:**

1. Sign-in to the RiskBase application: app.riskbase.uk.
2. Go to Settings (bottom right corner of the screen).
3. Click **Assessment Templates**.
4. Choose a template.
5. At the top of the screen, next to the General tab, click **PDF**.

**Page settings**

Use tick boxes to select what appears on the report:

* Contents page
* Summary
* Photo gallery

**Signatories**

Select for signatories to be on the report. Option to add signatories title and introduction.

**Action Plan**

Click to select from the dropdown how actions will be ordered on the report (e.g., by severity). Option to add an introduction to precede the action plan.

**Actions and Controls**

Click to select from the dropdown the order that actions and controls appear.

Use tick boxes to select whether the report will:

Show Action Comments & History

Show Cancelled Actions

Show Action Severities

Show Action Timescales

Show Control Comments & History

Show Cancelled Controls

**Checklists**

Show ‘Dash’ Checklist Items: Shows items that have been answered with a dash instead of a tick or cross

**Support Options**

Use tick boxes to select:

**New Field Info Page**: Changes the presentation of field data captured by the assessment

**H1 Numbering:** Controls whether there is numbering against the headers

**New Footer with Customer Logo:** Report will display customer logo as well as the logo of the organisation carrying out the assessment.

**New Font:** Changes the font of all text in the report.

**Assessing Org Name & Address on Cover Page**

**Approved Label**

Add a different term to replace ‘Approved’ on the report - e.g., ‘Validated’.

**PDF Introduction**

RiskBase templates come with a pre-written example introduction which can be edited here. Or add in a new introduction which must be in markdown.

**PDF Appendix**

Add an appendix to the report if needed.

**PDF Colours**

If a particular colour scheme is desired for the report, enter the HEX codes next to each header and the front cover.

**Custom PDF Designs**

Choose from a dropdown of different PDF design templates relating to the type of assessment being done. This helps format the PDF in a way that is more appropriate for the report.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.riskbase.uk/creating-+-modifying-assessment-templates/customising-pdf-layout.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.