Certificates FAQs

How do I add a Certificate?

1. Find the Contact or Property.

2. Right-click or click New From the Menu button.

3. In the Type field select the Certificate Type from the Lookup Table displayed.

4. Specify the Property and Contact / Owner. Note this will be pre-filled when adding Certificate from a Property or Contact.

5. Select the Issuer this is the Contractor undertaking the work.

6. Specify the Start / Expiry Dates.

How do I add a new type of Certificate?

1. Access Certificate Types from File → Configuration → Contacts → Certificate Types

2. Click New

3. Under the General Details tab enter a Description

4. Fill in the rest of the details displayed.

What Statuses do you have for Certificates?

1. Current

2. Expired

3. Expiring

4. Archived

5. Ordered