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Applying Cert Numbers
You are required to assign a number to a certificate either prior to or at the time of its completion.
Preparation
Before proceeding, ensure that your user account has the necessary privileges to perform this task. Specifically, verify that the Can Assign Certificate Numbers privilege is set to “Allow.” Refer to the relevant guide for instructions on adjusting user privileges.
Applying a Certificate Number
- Open the required certificate.
- Navigate to Tools > Apply Cert Number in the menu.
- Choose a number to apply. Hitting Apply will default to the next available number.
The number will be assigned to the certificate and will then appear in the top-left corner of the document.
Completing a certificate
- Open the required certificate.
- Click the Complete
This will then automatically add the next available number.
Removing a Certificate Number
To remove an assigned certificate number:
- Open the certificate.
- Navigate to Tools > Remove Cert Number in the menu.
Note: Certificate numbers cannot be removed from completed certificates.
By following these steps, you can efficiently manage certificate numbers for your documents.
