Sending Templates to Field Users

Our Clik Cert Software allows you to send pre-created templates to your engineers using Clik Cert Field Mode, enabling them to access and use these templates onsite. Below are the methods to complete this process, which must be performed within the Office mode.

Method 1: Sending Templates via the Staff Screen

1. Navigate to View > Staff to access the staff page.

2. Select the engineer from the list on the left-hand side.
3. Open the Field User Data tab, then go to the Templates section and click Add.

4. Select the desired templates and click OK.

5. After making the necessary changes, click Save in the top-right corner to ensure the templates are synced to the engineer.

Method 2: Sending Templates via the Templates List

1. Go to the Templates tab and locate the template you wish to send.
2. Right-click on the template, select Send To, and choose the specific field user. Alternatively, you can select Send To All Available Engineers to send the template to all engineers.

3. Perform a manual sync by clicking the Sync button located at the top right of the Certificates tab.