Add a certificate

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

This page outlines how to add certificates plus insurance policy and warranty related information on a lettings 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:

2. Add new certificate

From Safety Checks, Certificates, Insurance & Warranties panel:

Once the certificate is saved, related documents can now be added, see next step

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)

  • When asked Copy file to correspondence folder, click Yes

  • 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

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

 

 

 

 

To 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

 

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

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