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Android Build 1.15.3 – July 2022

Android Build 1.15.3 – July 2022

v1.0.58 – June 2022

v1.0.57 – April 2022 

Importing Customer CSVs

Deleting Multiple Addresses

Using the Column Chooser

Resurrecting Deleted Records

Setting Up Backup Notifications

Setting Up Default File Names

Viewing Certificate History

Android 1.28.5 – July 2022

v4.2.341 r43 – June 2022

Removing Shared Signatures

Deleting Multiple Addresses

Resurrecting Deleted Records

Setting Up Backup Notifications

Viewing Certificate History

v1.0.58 – June 2022

Adding and Editing Print Template Document Image Tables

Setting up SharePoint

Using and Converting Formatted Notes

v6.4 – May 2022

v4.2.341 – May 2022

v1.0.57 – April 2022

Setting Default Users For Reminders

v4.2.340 – March 2022

Adding Action Lists to Print Templates

Print Template Editor Action List Display Options

Connection to Database Timed Out

Connection to Database Timed Out

Setting Up Default File Names for PDFs

Importing Customer CSVs

iOS Build 1.16.1 – March 2022

Print Template Editor Overview [Video]

v1.0.56 – March 2022

v1.0.56 – March 2022

Dashboard Overview

Saving Templates Sent From the Clik Support Team

Using Styles in the Print Template Editor

Adding Colour to Print Templates

Decommissioning Old Templates

Adding User Fields to Print Templates

Inserting Spaces Into Print Templates

Adding Page Numbers to Print Templates

Adding Company Logos to Print Templates

Adding Tables to Print Templates

Syncing Addresses to Field Users

1.76 iOS – February 2022

Creating Your First Cert [Video]

v4.2.338.53 – February 2022

Android 1.27 – February 2022

v1.0.55.13 – February 2022

Using Flow Containers for Continuation Pages [Video]

What’s Available in Each Login

Setting Up Email

Android Build 1.14 – January 2022

Android Build 1.14 – January 2022

v1.0.55.13 – January 2022

v4.338 r51 – January 2022

Creating and Editing Types [Video]

Adding T&Cs to Print Templates [Video]

Adding Product Images to Quote Print Templates [Video]

Quote Print Templates With Formatted Notes [Video]

Using Standard Job Templates With Images

Job Sheet Print Templates With Photos [Video]

Adding Flow Containers to Print Templates

Adding Lines to Print Templates

Adding Grids to Print Templates

Adding Rectangles to Print Templates

Adding Signatures to Print Templates

Adding Images to Print Templates

Adding Text Boxes to Print Templates

v4.338 r45 – November 2021

Adding Photos to Jobs

Importing Board Templates

v4.338 r40 – October 2021

Avast Antivirus and the NICEIC Update Application (v1)

Sending a Certificate to an Engineer Onsite (v1)

Certificate Printing Problems (v1)

Copying Distribution Boards Between Certs (v1)

Fix Missing Tick Boxes (v1)

Prevent ‘Access Violation’ Messages (v1)

Network the NICEIC Cert Software (v1)

Batch Print Certs (v1)

Edit Completed Certs (v1)

Create a Bitmap Signature Image (v1)

Verify Your Certificates (v1)

Put a Company Logo on Your Certificates (v1)

Import And Export Your Certs (v1)

Circuit Shortcut Keys (v1)

Print Your Certs (v1)

Add a Signature to Your Certs (v1)

Using the Automatic Max Zs (v1)

Send a Certificate as a PDF (v1)

Installing the Software (v1)

Create, Complete and Print PAT Certs (v1)

Archive Your Certificates (v1)

Distribution Board Designer Shortcut Keys

Viewing Saved Distribution Boards and Circuits

Marking Staff as No Longer Employed

Template Mapping

v1.0.55 – September 2021

Adding Job Numbers to Certs

Hosting Clik Service in the Cloud

v1.0.55 – August 2021

v1.0.54 – August 2021

Distribution Board Designer Overview [Video]

Adding Equipment to Quotes [Video]

Android 1.26.8 – August 2021

Changing the Admin Password

v4.338 – August 2021

v6.3 – August 2021

Adding Domestic Reverse Charge to Credit Notes

Ordering Rate Labels

Viewing Equipment History

Hiding Quotes By Status

Domestic Reverse Charge Code Change for QuickBooks

Adding Service Level Agreements to Projects

Adding Multiple Attachments to Emails

Using Custom Tags

Materials Table Tags

Times (Table) Tags

Items (Table) Tags

Sales Order Tags

Purchase Order Tags

Project Tags

Quote Tags

Invoice Tags

Equipment Tags

Backup and Restore (v1)

F-Gas Module Overview

Adding Observations From the Circuit Details

Job Sheet Tags

Sales Overview

Customer Overview

Engineer Overview

Manager Overview

Engineers Guide

The Difference Between Clik Jobs and Clik Remote Engineer

Software FAQs

Overview [Video]

Autofill All Results for Schedule of Items

Adding Observations From the Schedule of Items

Saving Observations From the Observation Table

Linking With Outlook

v1.0.35 – 28 January 2019

v1.0.36.1 – 7 February 2019

v1.0.37.4 – 19 February 2019

v1.0.38.0 – 26 February 2019

v1.0.39.3 – 12 March 2019

v1.0.40.7 – 10 April 2019

v1.0.41.1 – 25 April 2019

v1.0.42.0 – 9 July 2019

v1.0.43.1 – 20 August 2019

v1.0.43.5 – 1 October 2019

v1.0.44 – 21 November 2019

v1.0.45.1 – 10 December 2019

Converting V3 Templates to V4

Transitioning From V3 to V4

Sage 200 FAQs

v4.2.318 – March 2018

v4.2.318 r25 – March 2018

v4.2.318 r27 – March 2018

v4.2.319 – April 2018

v4.2.320 – May 2018

v4.2.321 – June 2018

v4.2.322 – September 2018

v4.2.323 – October 2018

v4.2.323 r6 – November 2018

v4.324 – February 2019

v4.324 r15 – February 2019

v4.324 r31 – 29 May 2019

v4.324 r33 – 6 June 2019

v4.325 r19 – 16 July 2019

v4.325 r29 – 15 August 2019

v4.326 r11 – 25 September 2019

v4.327 – 9 October 2019

v4.328 – 4 November 2019

v4.329 – 19 November 2019

v4.329 r16 – 29 November 2019

Setting Up Customers

Updating Your Xero Certificate

Downloading and Installing the App

iOS Build 1.0.1 – January 2019

iOS Build 1.0.2 – February 2019

iOS Build 1.0.4 – March 2019

iOS Build 1.0.5 – April 2019

iOS Build 1.0.7 – 19 September 2019

v1.0.54 – 13 July 2021

Android 1.1.17 Build 65 – February 2017

Android 1.1.18 Build 73 – March 2017

Android 1.1.18 Build 76 – May 2017

Android 1.1.18 Build 79 – August 2017

Android 1.1.19 Build 89 – October 2017

Android 1.1.19 Build 103 – April 2018

Android 1.1.19 Build 104 – April 2018

Android 1.1.19 Build 108 – July 2018

Android 1.1.19 Build 125 – April 2019

Android 1.1.19 Build 127 – June 2019

Android 1.1.21 Build 129 – 16 September 2019

Android 1.1.21 Build 131 – 18 September 2019

Android 1.1.22 Build 135 – November 2019

1.0.54 iOS – January 2017

1.0.55 iOS – March 2017

1.0.56 iOS – March 2017

1.0.57 iOS – May 2017

1.0.58 iOS – October 2017

1.0.61 iOS – April 2018

1.0.62 iOS – May 2018

1.0.64 iOS – February 2019

1.0.66 iOS – September 2019

v6.0.64.0 – 11 June 2019

v6.0.69.0 – 18 June 2019

v6.0.73.1 – 26 June 2019

v6.0.75.4 – 12 July 2019

v6.0.79.0 – 15 August 2019

v6.0.79.7 – 21 August 2019

v6.0.79.8 – 22 August 2019

v6.0.80.4 – 11 September 2019

v6.0.81.1 – 4 October 2019

v6.1.9.6 – 19 November 2019

v6.1.10 – January 2020

iOS Build 1.0.15 – 20 July 2021

Changing Project Costing Methods

Overview [Video]

Android Build 1.13.1 – 23 June 2021

Android Build 1.13.1 – 23 June 2021

Engineer Schedule Overview [Video]

v1.0.53.14 – 17 June 2021

v1.0.53.14 – 17 June 2021

Editing and Deleting Reminders

v4.336 – 25 May 2021

Getting Started

Android 1.1.23 Build 138 – 2 December 2019

Android 1.1.23 Build 140 – 9 December 2019

1.0.70 iOS – 11 December 2019

1.0.68 iOS – 15 November 2019

1.0.67 iOS – 6 November 2019

Running the Setup Wizard

Applying an Update

Importing Products Via CSV

Importing Data From CSV Files

Importing Companies Via CSV

Importing Contacts Via CSV

Importing Equipment Via CSV

Importing Sites Via CSV

Adding Action Lists to Print Templates

Running After Windows Updates

Getting Started

Registering and Activating

Sage Line 50 Project Ref and Cost Code

Converting Invoices

Accounts Integrations

SQL Version Explained

Setting Up Products for Engineers

Downloading and Installing the App

Engineer Not Receiving Jobs

Setting Up Engineer Privileges

Setting Up Engineers

Creating a Desktop Shortcut

Setting Up Email

Setting Up Multiple Windows

Creating a Second Company Account

Backing Up Data

Using The Mail Merge Wizard

Sending Emails Through Gmail

Creating and Using Email Templates

Running The Latest Version Of Sage

Batch Posting Sales Invoices to Sage

Planning Job Routes

Google Maps Integration

Ensuring Signatures Are Captured on Clik Jobs

Checking Engineers Have Received Their Jobs

Adding Time Items to Jobs

Adding Equipment to Jobs

Adding Materials to Jobs

Adding Photos to Jobs

Adding Signatures to Jobs

Accepting Uploaded Jobs

Adding Engineers and Syncing Jobs to the Cloud

Deleting Jobs

Adding User Fields to Jobs

Uploading Jobs

Syncing Jobs to the Cloud

Opening Jobs

Creating New Jobs

Upgrading to the Faster Sync

Overview [Video]

1.0.74 iOS – 7 October 2020

1.0.75 iOS – 22 March 2021

1.0.73 iOS – 3 February 2020

Android 1.1.23 Build 141 – 13 February 2020

Android 1.1.25 Build 144 – 9 March 2020

v6.1.13.5 – 30 March 2020

v6.1.14.11 – 21 May 2020

An Introduction to Clik Remote F-Gas [Webinar]

Introducing Clik Remote Site and Dashboard [Webinar]

The Clik Remote Customer Overview [Webinar]

v6.1.16.6 – 14 October 2020

Merging Uploaded Jobs From Clik Jobs

Setting Up and Sending Emails From Microsoft 365

v6.2 – 25 May 2021

Android Build 1.0.0.4 – 9 May 2019

Android Build 1.0.0.5 – 17 May 2019

Android Build 1.0.6.11 – 22 October 2019

Android Build 1.0.7.14 – 4 November 2019

Android Build 1.0.12.2 – 10 December 2020

Android Build 1.0.12 – 2 November 2020

Android Build 1.0.11 – 21 October 2020

Android Build 1.10.2 – 14 September 2020

Android Build 1.0.9 (20) – 28 April 2020

Android Build 1.0.8.19 – 24 February 2020

iOS Build 1.0.10 (8) – 10 March 2020

iOS Build 1.14.1 (4) – 10 November 2020

iOS Build 1.0.14 – 2 November 2020

iOS Build 1.0.13 – 15 October 2020

iOS Build 1.0.12 – 9 September 2020

iOS Build 1.0.11 – 28 April 2020

iOS Build 1.0.9 – 24 February 2020

iOS Build 1.0.8 – 23 October 2019

iOS/Android Overview [Video]

Posting Product Invoices In Sage

Posting Stock Adjustments In Sage

Linking With Sage

Marking Invoices as Paid

Checking Unpaid Invoices and Creating Statements

Viewing Outstanding Invoices

Using Locations/Batches for Products

Adding Database Images to Print Templates

Setting Up Email Reminders for Equipment Warranty

Creating F-Gas Reports

Creating F-Gas Cylinders in the Vehicle Module

Creating F-Gas Cylinders in the CRM

Enabling F-Gas Logging

Creating F-Gas Leak Test Log Entries

Refilling F-Gas Cylinders

Adding F-Gas Systems to Jobs

Creating F-Gas System Log Entries

Raising Purchase Orders for Refrigerants

Fixing Missing Footers On PDFs

Editing Print Templates

Drawing Boxes On Print Templates

Inserting Spaces Into Print Templates

Setting Up QuickBooks

Viewing Expiring Contracts in a Selected Range

Setting Reminders for Qualifications

Assigning Engineers to Qualifications

Creating Qualifications

Setting Up Contract Level and Type Colours

Setting Contract Reminders

Creating Text Message Property Change Notifications

Importing Print Templates

Setting Up Text Messaging

Updating Product Price Lists With CSV Files

The Commission System

Creating F-Gas Systems

Creating Contract Invoice Templates

Adding User Fields on Print Templates

Adding Signatures to Print Templates

Adding Tables to Print Templates

Adding Your Company Logo to Print Templates

Adding Text Boxes to Print Templates

Adding Text to Print Templates

Adding Images to Print Templates

Adding Company Details to Print Templates

Viewing Reports By Financial Year

Configuring Graphs for Summary Reports

Creating Equipment Summary Reports

Creating Job Report Summaries

Using The Report Wizard

Enabling Sales Order Category Colouring

Displaying Invoices and Credit Notes

Linking Contract Visit Schedules With Job Templates

Creating Internal Property Change Notifications

Adding Signatures to Purchase Orders

Copying Job Details to Invoices

Setting Default Service Level Agreements for Companies

Applying Service Level Agreements to Jobs

Setting Up Service Level Agreements

Goods Inwards and Stock Allocation

Viewing Stock Take History

Using the Stock Take Tool

Setting Up Vehicles as Stock Locations

The Vehicles Module

Creating Service Incidents

The Sales Enquiry Module

Setting Up Sales Processes

Raising Sales Enquiries

Setting Up Decimal Places and Rounding for Products

Setting Up Product Suppliers

Creating Service Incidents and Action Lists [Video]

Syncing the Diary to Outlook [Video]

Attaching Emails to Documents [Video]

F-Gas Module Overview [Video]

Adding Actions Lists to Templates [Video]

Batch Job Invoicing [Video]

Invoice Module Overview [Video]

Creating Quotes From a Sales Enquiry [Video]

Creating Standard Quotes [Video]

Quote Templates [Video]

Adding Images to Products

Batch Deleting Products

Allocating and Dispatching Stock Items

Deleting and Returning Products

Spell Check

Adding Equipment to Sites

Moving Equipment Between Sites

Adding Rates to Quotes

Setting Up CSV Templates

Creating Price Lists By Category

Creating Customer Price Lists

Using Purchase Credits

Encrypting Your Database Password

Using the Anonymisation Tool

Anonymising Contacts and Companies

Importing Xero Customers and Suppliers

Enabling Quote Status Colouring

Setting Up Quote Status Change Notifications

Setting Up Default Quote Status

Converting Quotes

Importing Quotes Via CSV

Batch Change Products [Video]

Creating Vehicles and Reminders [Video]

Booking Items Through Goods Inward [Video]

Moving Sites

Paid/Unpaid Lunch On Timesheets

Timesheet Analysis

Editing Timesheets

Setting Up Timesheets for Staff

Timesheet Settings

Adding Automated Scheduled Visits to Contracts

Creating Recurring Invoices

Creating Purchase Invoices

Changing the Drop-Down Menus

Setting Up Rates and Work Hours

The Sites Module

Checking All Unpaid Invoices [Video]

Creating Invoice Templates for Domestic Reverse Charge [Video]

Creating Timesheets [Video]

Creating New Products

Finding Jobs Near an Engineer

Viewing an Engineer’s Workload

Staff and User Database Overview [Video]

Sites and Equipment Overview [Video]

Changing Tax Codes for Customers and Suppliers

Setting Up Product Markups for Customers

Viewing Customer Statements

Saving Documents

Using the Postcode Finder

Enabling Call Colouring for Company Status

CRM Module Overview

Creating Email Property Change Notifications

Writing Letters From the CRM

Logging Communication

The Products Module

Restoring Deleted Items

The Projects Module

Converting Job Sheets Into Invoices and Purchase Orders

Using Advanced Printing [Video]

Configuring General Settings

Xero Overview [Video]

Creating Products [Video]

Linking With Sage [Video]

Importing Customer and Suppliers From Sage [Video]

QuickBooks Overview [Video]

Adding User Definable Fields to Templates [Video]

Setting Up User-Definable Fields [Video]

Creating Compulsory Action Lists [Video]

Staff Furlough Settings

Using CS Loader

Adding Site Notes to Job Sheets [Video]

Customising Job Sheet Columns [Video]

Filling in Details on Job Sheets [Video]

Creating New Job Sheets [Video]

Job Sheets Overview [Video]

Adding New Customers [Video]

CRM Module Overview [Video]

Main Diary Overview [Video]

Recurring Invoices for Contracts [Video]

Creating Contracts [Video]

Staff, Users and Permissions

Creating and Editing Types

Raising Credit Notes

Summary Reports [Video]

Creating Invoice Reports [Video]

Creating Action List Reports [Video]

Password Policy and Security Audit Tool [Video]

Anonymisation [Video]

Editing Engineer Schedule Labels

Adding Engineers to the Schedule

Creating Job Templates

Job Templates [Video]

Creating and Editing Contacts

Changing the Admin Password

CSV Mapping [Video]

Adding Action Lists to Jobs

Using the Column Chooser

Creating Action Lists

Changing Diary Item View

Editing Purchase Settings

Editing Sales Order/Invoice/Credit Settings

Editing Your CRM Settings

Editing Contract Settings

Editing Product Settings

Editing Project Settings

Enabling Job Sheet Colouring

Adding Reports to the Dashboard

Filtering the Engineer Schedule

Editing Display Settings

Importing Job Sheets Via CSV

Adding Signatures to Jobs

Creating Digital Signatures

Sending Job Sheets As SMS

Job Sheet Display Settings

Editing Job Sheet Settings

Turning Bank Holidays Off and On

Creating New Diary Items

Checking for Updates

Introduction to Clik Remote Engineer [Webinar]

A Beginner’s Guide to Clik Remote Manager [Webinar]

Update v4.334 [Webinar]

Update v4.335 [Webinar]

Checking Your Microsoft .Net Version

Domestic Reverse Charge Code Change for Sage

Domestic Reverse Charge Code Change For Xero

Changing Invoice Tax Codes for Domestic Reverse Charge

Microsoft 365 Calendar Not Displaying

Syncing Engineer Planning With Microsoft 365 Calendars

Linking Diary Items to Outlook Calendars

Setting Up Diary Templates

Adding Microsoft 365 Calendars to Your Diary

Sending Property Change Notifications From Shared Outlook Accounts

Searching Outlook Emails In The CRM

Searching Outlook Emails In Job Sheets

Setting Up Outlook Email Signatures

v4.330 – 27 February 2020

v4.330 r24 – 8 April 2020

v4.330 r29 – 26 May 2020

v4.330 r30 – 3 June 2020

v4.331 r26 – 10 September 2020

v4.333 – 13 October 2020

v4.333 r20 – 17 November 2020

v4.334 – 1 December 2020

v4.334 r19 – 14 December 2020

v4.335 – 24 February 2021

v1.0.53.12 – 20 May 2021

v4.335 r29 – 23 March 2021

v1.0.46.2 – 10 February 2020

v1.0.47 – 1 April 2020

v1.0.48.8 – 28 April 2020

v1.0.49 – 19 August 2020

v1.0.49 r15 – 22 October 2020

v1.0.50 – 10 November 2020

v1.0.51.6 – 26 November 2020

v1.0.52 – 9 March 2021

Applying Appliances to Certs

Emailing Certs

Creating and Applying Cert Templates [Video]

Overview [Video]

v1.0.50.18 – 11 November 2020

v1.0.53.5 – 29 March 2021

Uploading Certs to the Office

Downloading Certs

Creating Certs

v6.1.11 – 27 February 2020

v6.1.12.1 – 27 February 2020

v6.1.13 – 26 March 2020

v6.1.14 – 8 April 2020

v6.1.15.4 – 1 July 2020

v6.1.16 – 8 October 2020

v6.1.17 – 1 December 2020

v6.1.17.17 – 2 February 2021

v6.1.17.26 – 3 March 2021

Exporting Reports

Adding Reports to Users [Video]

Viewing Reports [Video]

Viewing F-Gas Logs

Viewing System History

Creating Consignment Notes

Transferring Refrigerant

Refilling Cylinders

Creating Cylinders

Viewing Site Logs

Creating Leak Test Log Entries

Viewing and Adding Systems to Jobs

Adding and Removing Refrigerants

Creating F-Gas Systems

F-Gas User Privileges

Hiding Jobs By Status

Creating Job Sheets With Equipment Search

Setting Up Dashboard Widget Thresholds

Resizing and Rearranging Dashboard Widgets

Setting Up Dashboard Widgets

The Customer Diary

Viewing Staff On Furlough

Setting Up Quote Status Widgets

Creating Quotes Using Templates

Shortcut Keys

Accepting and Rejecting Quotes

Creating Quotes

Finding Directions to Site Locations

Address Book Overview [Video]

Receiving Certs From Field Users

Creating Cert Templates

Creating Reminders

Setting Up Field User Signatures

Setting Up Office User Signatures

Updating Field User Privileges

Setting Up Field Users

Setting Up Privileges for Users

Setting Up Office Users

Setting Up Logos

Setting Up Email

Registering the Software

Setting Up Client Machines

Installing the Software

Creating Job Sheets From Job Templates

Creating Jobs From Service Incidents

Viewing Incomplete Jobs

Force Task Completion

Adding Action Lists to Jobs

Emailing and Printing Jobs

Adding Customer Signatures to Jobs

Adding and Removing Assigned Engineers

Adding Equipment to Jobs

Editing and Completing Jobs

Creating New Jobs

Assigning Engineers Using the Engineer Schedule [Video]

Creating Jobs Using the Engineer Schedule

Logging Communications

Editing Site Details

Adding New Sites

Adding and Editing Company Contacts [Video]

Adding and Editing Companies

Using the Notification Panel

Customising the Login Screen

Unlocking Suspended Accounts

Adding Specific Templates for Users

Setting Up Site Users

Sending Certs to Field Users

Saving Certs as PDF

Printing Certs

Emailing Certs

Completing and Editing Certs

Creating New Certs

Running Updates

Creating Copies of Uploaded Certs on iOS/Android

Emailing Draft Certs on iOS/Android

Creating and Printing Draft PDFs on iOS/Android

Copying and Editing Addresses Within Certs on iOS/Android

Adding Address Fields on iOS/Android

Adding Signatures to Certs on iOS/Android

Uploading Certs Back to the Office on iOS/Android

Creating New Certs on iOS/Android

Downloading Certs on iOS/Android

Using the Circuit Wizard on iOS/Android

Adding Circuit Details on iOS/Android

Checking for Cert Updates on iOS/Android

Applying Templates to Certs on iOS/Android

Creating Templates From Uploaded Certs on iOS/Android

Creating Templates on iOS/Android

Setting Up Dashboard Users

Setting Up Users

Windows Overview [Video]

Importing Board Templates [Video]

Exporting Part P

Handling Merge Conflicts [Video]

Using the 3 Phase Circuit Converter

Enabling 3 Phase Autofill

Using the Circuit Details Board Summary

Setting Circuits as Spares

Using Automatic Max Zs

Using the Distribution Board Library

Exporting Circuit Details

Using the Circuit Details Library

Using the Circuit Wizard

Rearranging and Removing Circuits

Adding New Circuits

Creating Templates From Uploaded Certs on Windows

Creating Copies of Uploaded Certs on Windows

Printing the Circuit Details Schedule on Windows

Saving, Emailing and Printing Certs on Windows

Uploading Certs Back to the Office on Windows

Downloading Certs on Windows

Creating Certs on Windows

Running an Update on Windows

Using the Recent Activity Menu

Spellchecking Certs

Obtaining a Pin Code for Field Users

Logging Into the Windows Software

Installing the Windows Software

Setting Default Cert Values

Finding a Customer’s Certs

Selecting and Saving Favourite Certs

Accepting Certs From Field Users

Removing Certs From Field Users

Sending Certs to Field Users

Sending Customer Addresses to Field Users

Adding Automatic Cert Reminders

Exporting Reminders

Enabling and Disabling Reminders

Adding Reminder Types

Creating Reminders

Editing and Renaming Cert Templates

Sending Templates to Field Users

Applying Templates to Certs

Creating Templates

Creating Users From V1 Signatures

Granting and Revoking Field Access to Users

Exporting Cert Lists

Saving Certs as PDFs

Emailing Certs

Printing Certs

Adding the Company Registration Number

Voiding Certs

Unlocking and Editing Completed Certs

Adding Signatures to Certs

Copying and Editing Addresses Within Certs

Adding a Company Logo

Applying Cert Numbers

Creating Multiple Certs

Downloading Cert Numbers

Purchasing Certs

Setting Up Signatures

Controlling User Privileges

Using the Data Importer

Editing Invoice Templates for Domestic Reverse Charge

Viewing Outlook Email Attachments

Setting Up Office Users

Setting Up Field Users

Setting Up for Network Use

Setting Up Client Machines

Running and Scheduling Syncs

Requesting Registration Product Codes

Registering the Software

Installing the Software

Generating a Network Passcode

Backing Up the Software

Adding Test Instruments

Adding Custom Wiring Types

Sending Emails Through Microsoft 365

Allowing Users to Set Up Their Microsoft 365 Account

Setting Up Microsoft 365 Email and Calendar [Video]

Setting Up Microsoft 365 As An Admin User

Running Multiple Copies of the Software

Running an Update

Adding Custom Protective Devices