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:

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, as outlined here: View all certificate details in one screen
- Double-click to view more details and/or edit

2. Add new certificate

From Safety Checks, Certificates, Insurance & Warranties panel:

Click (to right)
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
- No Expiry Date is a configuration option, outlined here:
  Allow specific certificate types to have no expiry date - configuration option
Select the Provider or add new, if not found
Enter the Certificate Ref.
Checks is a configuration option, outlined here:
Safety certificate checklist - configuration option
Appliances allows you to associate any appliances to this certificate, outlined here:
In the field at the bottom, enter any related notes
Click Save (top right)

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:

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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