Page Comparison

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

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  • Safety Checks, Certificates, Insurance & Warranties are displayed in the middle of the screen

  • Tick Current Certificates Only to view current valid certificates

  • View all Certificates Details button (next to the add button on right) shows all certificates in one pop-out screen

  - for more information on this function, click here

  • , as outlined here: View all certificate details in one screen

  • Double-click to view more details and/or edit

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2. Add new certificate

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

• Click the icon (to right)
  Complete the certificate details

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• Choose the appropriate Category

• Select the certificate Type

• Enter the Booked date
  This - this is usually the start date of the certificate/insurance

• Enter the Expiry Date for this certificate/insurance

  • No Expiry Date is a configuration option, outlined here:
    Allow specific certificate types to have no expiry date - configuration option

• Select the Provider or add new, if not found

• Enter the Certificate Ref.

• Checks is a configuration option, outlined here:
  Safety certificate checklist - configuration option

• Appliances allows you to associate any appliances to this certificate, as outlined here
  Enter any related Notes:
  Link appliances to safety certificates/warranties

• In the field at the bottom, enter any related notes

• Click Save (top right)

3. Save associated documents

From top left of (saved) certificate:

• Click Documents (to display the Document Management window)

• Click and drag the document over

• this window (or click Add and browse to your document)

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• When asked Copy file to correspondence folder, click Yes

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• Document Properties

• is displayed

• allowing you to

• Rename the document

• , leave type set to Certificate and click Accept
  This determines how it appears and how it is categorised in the Document Management screen

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The document is displayed in the Document Management window:

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

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4. Expiry reminders

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

infoTo determine what is shown in this panel:

• Hover over the panel header and click the cog icon
  

• The Pick categories to display section offers all options which can be added to the Property Management panel

  • Tick the required options

  • Click the tick (in panel header) to save

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