Certificates FAQs

✅ How to Add a Certificate

To add a certificate to a contact or property:

1. Locate the relevant Contact or Property in Acquaint

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

3. In the Type field, select the certificate type from the Lookup Table

4. Specify the Property and Contact/Owner

   • These fields will auto-fill if you're adding the certificate directly from a contact or property record

5. Select the Issuer — this is the contractor performing the work

6. 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:

1. Go to File → Configuration → Contacts → Certificate Types

2. Click New

3. Under the General Details tab, enter a Description

4. 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:

These statuses help you monitor compliance and take timely action.