Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 9 Next »


This guide has been reviewed against our global client base and classed as relevant to all 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 (plus) 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


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


  • No labels