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

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


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