Add a certificate

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
  

• 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
  

• 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