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Receiving Certs From Field Users

This article will show you how to receive certs from an engineer.

Click on Local Certs > Received Certs.

You will now come to a list of certs that engineers have sent back. If you don’t see any certificates, then click the ‘Sync’ button.

Certificates that engineers have sent will now populate, you can select a certificate and click ‘Accept’.

You can also select multiple certificates by using Shift on your keyboard and dragging down before you click ‘Accept’. Click ‘OK’ to finish bringing the certificates into the office.

You will now see these certificates in your local certs. Just go to Received Certs > Local Certs.

Clik Cert (Field)

Clik Cert (Field)

Certificates

Uploading Certs to the Office
Clik Cert

Clik Cert

Certificates

Sending Certs to Field Users

Certificates

  • Creating New Certs
  • Completing and Editing Certs
  • Inserting Signatures Onto Certs
  • Printing and Batch Printing Certs
  • Emailing Certs
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