Copying and Editing Addresses Within Certificates

When preparing certificates, it is essential to ensure the customer and site addresses are accurate. If there is an issue in the selected customer address or the site has changed, you can make quick adjustments using the following steps:

Editing Addresses

1. Locate the client or installation details section in the certificate.
2. Click on the pencil icon next to the company whose address you wish to edit.

A window will appear displaying the current company address stored in your database.

3. Make the necessary changes to the address.
4. Click Save to apply the updates. The revised address will now appear on the certificate.

Note: This action will also update the address in the address book.

Copying Addresses

If you need to create a separate site address for an existing company—for example, when a company has multiple buildings on the same site—you can duplicate and edit the existing address as follows:

1. Click on the plus icon next to the address within the certificate.

2. Select Copy Existing Address from the menu.

This will duplicate the current address, allowing you to make the necessary adjustments.

3. After editing, click ‘Save’. The newly created address will now appear on the certificate.

The new site address will also be added to the selected company in the address book.

If you prefer not to save installation addresses to the address book, you can adjust the system settings:

1. Navigate to Edit > Settings > System.
2. Uncheck the box labelled Save Installation Addresses To Address Book.

By following these steps, you can efficiently manage customer and site addresses within your certificates.