Certificates FAQs
✅ How to Add a Certificate
To add a certificate to a contact or property:
Locate the relevant Contact or Property in Acquaint
Right-click or click New from the Menu button
In the Type field, select the certificate type from the Lookup Table
Specify the Property and Contact/Owner
These fields will auto-fill if you're adding the certificate directly from a contact or property record
Select the Issuer — this is the contractor performing the work
Enter the Start Date and Expiry Date
This process helps you track compliance and documentation for properties and contractors.
🆕 How to Add a New Certificate Type
To create a new certificate type:
Go to File → Configuration → Contacts → Certificate Types
Click New
Under the General Details tab, enter a Description
Complete any additional fields as required
Custom certificate types allow you to tailor Acquaint to your business needs.
📌 Certificate Statuses Explained
Certificates in Acquaint can have the following statuses:
Status | Meaning |
Current | Certificate is valid and active |
Expired | Certificate has passed its expiry date |
Expiring | Certificate is approaching expiry soon |
Archived | Certificate is no longer in active use |
Ordered | Certificate has been requested but not yet received |
These statuses help you monitor compliance and take timely action.
