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Using the Recent Activity Menu

The recent activity list on the left-hand side of the certificate tab will show you all the certificates you have recently been in, but it also does a lot more when you right-click on a certificate in the recent activity.

When you right-click on a cert in recent activity you will get the below options:

certificate recent activity menu

  • Create Template – This will allow you to quickly create a template from this certificate.
  • Mark as void – This will allow you to mark a certificate as void.
  • Create Reminder – This will create a reminder for this specific certificate, for example, an inspection report that needs to be done again in a few years.
  • Send To… – This allows you to send the certificate to a field user.
  • Email as – This allows you to email the certificate to a customer.
  • Save as – This allows you to save the certificate as a PDF.
  • Print – This allows you to print the certificate.
  • Find in Cert List – If you can’t find the certificate in the cert list, this will find it for you.

finding certs in the cert list

These options were added in v1.0.51.6. Make sure you run the latest updates to get these new features and improvements.

NICEIC Cert Software

NICEIC Cert Software

Certificates

Selecting and Saving Favourite Certs
NICEIC Cert Software

NICEIC Cert Software

Certificates

Exporting Cert Lists

Certificates

  • Purchasing Cert Numbers
  • Creating Your First Cert [Video]
  • Downloading Cert Numbers
  • Applying Cert Numbers
  • Unlocking and Editing Completed Certs
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