Certificates (block management)
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 - certificate and insurance information can be added for a whole estate or a specific block within that estate
When certificates reach their expiry date, a reminder can be displayed in the Block Management panel of the Organiser
1. Access Certificates / Insurance section From the Estate record:
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2. Add new certificate
- Click Documents then click and drag the document over the Document Management window - The Rename field allows you to change the document name (as you want it to appear in the Document Management window), Type is set to Certificate - Click Accept - Right-click over any documents added for further options, such as Print or Attach to e-mail | |
3. Sorting & grouping options Sorting
Grouping/filtering
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4. Expiry reminders When a certificate is due to expire, reminders can be displayed in the Block Management panel on the Organiser From the Organiser:
To add more reminders, or remove any shown - access Panel Setup, as outlined below:
For more information on the Organiser, click here |
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