Emailing Certs as PDF

This article will show you how to email a certificate from Clik Service using the Shared Database solution. You can do this from a job sheet or under the CRM.

From a Job Sheet

On the job sheet go to the ‘Certificates’ tab and select either ‘Email Job and Certificates’ or ‘Email Certificates as PDF’.

Just select the contact you want to email and click ‘Add’

Once you are happy with your email, just click ‘Send’.

That’s it from a job sheet.

From the CRM

Go to the customer in the CRM and select the ‘Certificates’ tab and select ‘Email Certificates as PDF’.

Just select the contact you want to email and click ‘Add’.

Once you’re happy with your email, just click ‘Send’.

That’s it on how to send certificates from Clik Service.