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Clik Compliance FAQ’s
Setting up
- What are my username and password when first opening the software?
- Where can I access the software?
- How do I create new users?
- How do I get support?
How-To
- How do I edit a completed cert?
- How do I create cert prefills?
- How do I add my signatures?
- How do I email a cert to a client?
- How do I adjust my privileges?
- How do I set up my registration numbers?
General
Certificates
- Which certificates are currently available?
- How do I purchase bespoke certs?
- How do I update my start numbers?
Setting up
What are my username and password when I first open the software?
Your username will be your email address. You will be sent an email to create a password.
Where can I access the software?
The software will be available on any browser across all computers, tablets, and mobile devices. So long as you have an internet connection, you can log in and work. Once you are logged in, you can then take the software into offline mode and continue working on your certs without an internet connection.
How do I create new users?
To set up a new user, go to Staff > Users and select Create New User. Enter the required information and click Save to complete the setup. You can also refer to our User Creation Guide for additional instructions.
How do I get support?
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 Compliance Software, with plenty of articles, getting-started guides, and video tutorials for you to browse whenever you need.
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.
How do I create cert prefills?
You can create prefills from a cert you have filled in or completed. Open a cert and go to the three dots in the top right-hand corner, and then ’Create prefill’. Once you have successfully created your prefill, you can find it in the ‘Prefills’ tab, where you can quickly apply it to a new cert. See more about creating prefills in our support guide.
How do I add my signature?
To add your signature to Clik Compliance, click on the User Icon (top right) > Settings > My Account > My signature. Here you can scribble in a signature for future use, make sure to press save when done.
How do I email a cert to a client?
To email a cert to a customer, you will need to create a PDF of it first. Open a certificate and press the three dots in the top right-hand corner and press PDF certificate > PDF Now. When the PDF is generated, you will get a notification. Open the notification and press the three dots > Share. This will open a pop-up for you to choose another software on your machine to send the PDF from, such as Teams or Outlook. You can also follow this article for more information.
How do I adjust my privileges?
You can adjust your privileges by going into the Staff module and either updating your Users Privileges or User Roles.
How do I set up my registration numbers?
You can set up your company registration numbers by clicking on the User Icon > Settings > Organisation Account Settings > Organisation details and adding them into the relevant boxes. You can set up employee registration numbers by clicking on Staff > Users > Open a user and then clicking the Engineer Details tab. You can read more in this article.
General
How can the Clik Compliance software save me time?
The Clik Compliance 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 the offline mode feature to continue working on certificates while on sites with a spotty connection. Here is a guide on how the offline mode works in Clik Compliance.
Is there a cost?
The Clik Compliance 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.
What are my plan details?
Once you have purchased your software package, you will have several certificate templates to activate in your bundle, as well as some seats to assign to new users, which will be based on your account tier. You can read more about your plan details in this guide.
Certificates
Which certificates are currently available?
Upon logging in to your Clik Compliance website for the first time, you will need to set up your certificate bundle. All certificates will be available to add to your bundle; however, you can only add the number of certificates equal to your bundle size. You can read more on setting up your bundle using this guide.
How do I purchase bespoke certs?
This will require you to speak with your account manager, which you can do by reaching out to them directly or via the contact us page. After reaching out to purchase a bespoke certificate, 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 that briefly explains/shows what you require, this can help us start the process faster.
How do I update my start numbers?
You can update your certificate start numbers by going to User Icon > Settings > Certificate numbers. Here you will see all the certificates activated in your bundle. You can click on the ‘Set Number’ button on the right-hand side to edit your start numbers. Please note that once you have increased the start number in size, you will not be able to reduce it. You can read more on updating your start numbers in this guide.
