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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAEall regions

This page outlines how to add Safety Certificate, Insurance Policy and Warranty related information on a property.

When certificates reach their expiry date, a reminder can be displayed in the Property Management panel of the Organiser.

1. Access Certificates

From the property record:

In the Attributes panel, click the pencil icon
At the top of the Attributes screen, click Appliances, Insurance & Safety
Safety Checks, Certificates, Insurance & Warranties are displayed in the middle of the screen
Tick Current Certificates Only to view current valid certificates
Double-click to view more details and/or edit

2. Add new certificate

From the Safety Checks, Certificates, Insurance & Warranties section:

Click the icon
Complete the certificate details
Choose the appropriate Category
Select the certificate Type
Enter the Booked date
This is usually the start date of the certificate/insurance
Enter the Expiry Date for this certificate/insurance
Select the Provider or add new, if not found
Enter the Certificate Ref.
Appliances allows you to associate any appliances to this certificate, as outlined here
Enter any related Notes
Click Save (top right)

3. Save associated documents

Once the certificate is saved, you can now access the Documents screen

Click Documents then click and drag the document over the Document Management window
Or click Add and browse to your document
When asked Copy file to correspondence folder, click Yes
The Document Properties screen is displayed, allowing you to:
- Rename the document
  (as you want it to appear Documents screen)
- Type is set to Certificate
- Click Accept

The document is displayed in the Document Management window

Right-click over it for further options, such as Attach to e-mail

4. Expiry reminders

When a certificate is due to expire, reminders can be displayed in the Property Management panel on the Organiser

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For more information on the Organiser Property Management panel, click here

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