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Clik Cert FAQs
Wondering how to set up signatures? How to find the pin code for field users? Or maybe you just want to know how the Clik Cert Software can save you time? Here are some of the most asked questions about the software.
Anything we’ve missed? Leave any questions in the comments below or get in touch.
Setting up
What is my log in password?
What is my product code?
How can I access the software on my laptop to work remotely?
How do I get support?
What is SQL and how can I set it up?
How-To
How do I edit a completed cert?
How do I create cert templates?
How do I add signatures?
How do I email a cert to my client?
How do I back-up the software?
General
How can the Clik Cert software save me time?
Why is my software still in Trial Mode?
Is it available on iMacs?
Certificates
Which Certs/Cert packs are currently available?
How do I purchase new certificate packs/bespoke certificates?
How do I download my cert packs?
How do I update certificate start numbers?
Licensing and costs
Is there a cost?
Clik Cert Field Mode
What is Field Mode?
When is the Clik Cert Field Mode available?
What is my Clik Cert Field Mode username?
What is my Field Mode pin code/number?
How do I send certs to Field users?
Error messages
How do I renew?
The software says I can’t run a sync on an Access Database?
How do I adjust my privileges?
Setting up
What is the Admin password when first opening the new program?
The default password for the new software can be found in the welcome email you should receive when first requesting the installation. If you have not received your instruction email, please get in touch.
We strongly advise you to change this password after first logging in. Do this by going to File > My Account > Change Password.
What is my product code when registering the software?
You will need to enter your product code when you first register your software. When prompted to register, simply select the ‘Request Details’ button and enter your company details into the form provided. The product code will then be sent to the email you supply.
If you do have trouble at this point, contact us at support@cliksoftware.com.
How can I access the software when working remotely?
There are a couple of options for accessing Clik Cert Software remotely, including using a VPN remote access or moving the server to a new laptop or computer. See our blog for more information on working remotely with Clik Cert software.
What’s the best way to get support if I need it?
We offer many ways for you to contact us to find the tech support you need quickly when you need it.
You can call our tech team on 0117 902 2012 between 8:30 am – 5:30 pm, Monday to Friday. During busy hours, we can raise a ticket for you or you can leave your request online and our team will get back to you as soon as possible.
We also have a growing knowledge base for the Clik Cert Software, with plenty of articles, getting-started guides and video tutorials for you to browse whenever you need.
The initial version of the software is created in an Access database, which can easily run on a PC, ideal for smaller teams. The SQL version can hold several benefits for companies with a larger number of users. You can find further details on how to speed up digital certification with SQL on our blog.
If you are looking to set up your Clik Cert Software database on SQL or want to know more about specific requirements, please get in touch with our tech team.
How-To
How do I edit a completed cert?
When a cert is locked after completion, you can make edits by selecting the padlock icon in the top right of a cert. For a more detailed guide, see this support article.
Please note that you will not be able to edit the test results, applied cert number or circuit details on a completed cert.
How do I create a template from a cert?
You can easily create templates from a cert you have filled in or completed. Open a cert and go to Tools > Create Template. Once you have successfully created your template, you can find it in the ‘Template’ tab where you can quickly apply it to a new cert. See more about creating templates in our support guide.
How do I set up signatures for my engineers?
In the new software, you will need to set up your engineers as an office user before you can add their signatures. Firstly, set up the user and create their password. This user then needs to log into the software (File > Login) and go to Edit > Signature Setup to create a signature for that user.
Read our full support article for setting up signatures on our support site. Once the signature is created, the user will be able to insert signatures onto certs.
How do I email a cert to my client?
To email a cert directly from the main local cert list, right-click on the cert, go to ‘Email As’ and select either ‘PDF’ or ‘ZIP’.
For more information on how to email certs, see our guide on emailing certs in Clik’s Clik Cert software.
How do I back-up the software?
There is an auto backup feature in the software that helps you keep data secure. Backing up data is an important process to carry out regularly, here is a guide to setting up software backups within the Clik Cert software.
General
How can the Clik Cert Software save me time?
The Clik Cert Software has many time-saving features to make your life easier. Including the validation feature which allows you to spell check your certificates and check for any unfilled sections of your certificates. Here is a guide to using our validation feature.
You can also use our iOS or Android apps, which allow you to create, edit and send certificates from a tablet onsite. So, there’s no need to return to the office between jobs; you can access your certs anytime, anywhere.
Why is my software still in Trial Mode?
This might be because you haven’t yet registered your software. Go to Help > Register Software to get started with this process. We have a step-by-step guide on registering software to complete this.
Will you be releasing a software version for use on an iMac?
Unfortunately, no, the Clik Cert software isn’t supported on Mac OS, only Windows. We have found there isn’t a high enough demand to warrant the large investment this would require. We do have some customers successfully using our products on a Mac and there are some potential solutions for running Windows on Mac OS that you could use the most popular being:
Dual boot between Mac OS and Windows by purchasing a copy of Microsoft Windows and using Apple’s Boot Camp.
Please note, that the Clik Support Team would not be able to support setting these up for you. However, you can speak to your local IT support or Apple support to get more advice on getting this to work for you.
Certificates
Which certificates/certificate packs are currently available?
You can find the full list of available certs on the Clik Cert Software product page. The software will notify you when new certs are available; you can then download them by going to Help > Check for Certificate Updates.
How do I purchase new certificate packs or get a bespoke certificate made?
This will require you to speak your account manager, which you can do by reaching out to them directly or via the contact us page. If you are looking for a bespoke certificate, after the first contact you will work with our template team and the account manager to discuss the layout of the cert, what information is needed on it and more. If you could provide us with a document which briefly explains/shows what you require this can help us start the process faster.
How do I download my cert packs?
You can download your certificates by going to Help > Check for certificate updates in the software. Once the certificate update has run you will be able to find your certificate packs by going to Edit > Settings > Certificate packs within the software.
How do I update my certificate start numbers?
You can update your certificate start numbers by going to Edit > Settings > Certificate Numbers, you can update your start numbers on the right-hand side of this page for each certificate, your default start number for certs will be ‘1’. Once you have updated the start numbers, press the Update start numbers button at the top left of the page and the next certificate you number and complete of that type will be numbered from the new sequence.
Licencing and costs
Is there a cost/do I have to pay for it?
The Clik Cert Software is included with your Clik Cover renewal. If you have any queries regarding your renewal date, please contact your account manager directly or reach out to us via our contact us page.
If you are new to the software, you can look at our pricing details or get in touch with an account manager directly to discuss costs. Once you’ve purchased the software it’s yours for life and you’ll receive free updates for one year.
Clik Cert Field mode
Field Mode is a slimmed-down version of the Clik Cert Software that you can use offline on your Android or iOS device when out of the office. Find out more about Clik Certs Field mode software in our overview video.
When is the Clik Cert Field Mode available?
The Android & iOS app accompanying the Clik Cert Software is available now. You can download Clik Cert app in the Google play store and Apple store.
What is my username for Clik Cert Field mode?
When creating a new field user in the office software, the first name and surname entered will be the username when logging into Clik Cert Field mode. This can be viewed by going to View > Staff in the office software.
You will find your pin number for Clik Cert in Edit > Settings > Field Users in the office software. Follow our guide on locating a field pin code for field users on our support site.
How do I send certs to Field Users?
If you need to send existing certs from the office software to a field user using Clik Cert Field mode, you can right-click on the cert in the certificate list, go to ‘Send To’ and select the Field User from the list.
If the user does not appear in that list, you might need to first create the field user. You can also grant field licenses to existing users.
See more information on sending certs to field users in our support article.
Error messages
The software says we need to renew, how do we do this?
If you are met with a message telling you to renew when first trying to register the software, it means your Clik Cover is not up to date. Please get in touch with your account manager by calling us on 0117 902 2012 or via our contact us page.
I’ve tried to run a sync, but the software says ‘’You can only sync from the server machine on an access database’’, what do I do?
When you first install the software and run through the initial set up a Microsoft Access Database will be created by the software. This is where all your information in the software is stored. A Microsoft Access Database allows you to be able to set up the software on your own, making set up fast and easy. Unfortunately, it does have a few limitations, only being able to sync from the server is one of them.
You can use this guide here to get more information on how upgrading from a Microsoft Access Database to a Microsoft SQL Database allows you to sync from multiple machines and speed up your daily use of the Clik Cert software.
The software says I do not have the correct privileges?
The correct privileges will be required for several features in the office software and field programs. You will need an Admin user or user with privileges to access the staff settings to adjust the privileges for the user to view certain modules or actions. You can find out more details on setting up privileges for users in this guide.
