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Using the Certificate History Tool

In this article, we go over how to view a certificate’s history in Clik Cert.

There are two ways of viewing the history of a certificate.

Go to the ‘Certificates‘ tab, right-click on a certificate, and select ‘Certificate History’.

Alternatively, when you have a certificate open, click on ‘Tools’ and then ‘Certificate History’.

Then the certificate history window will appear.

Here, you can see which office account has sent and received the certificate and export the history to Excel or CSV.

There are a few different types of history that can be recorded, they are:

Received from cloud
Sent to cloud
Sent to engineer
Validated
Emailed
Printed
Closed without saving
Edit on a completed certificate

Clik Cert

Certificates

Setting Up Default File Names

Clik Cert

Certificates

Receiving Certs From Field Users

Certificates

Creating New Certs

Completing and Editing Certs

Inserting Signatures Onto Certs

Printing and Batch Printing Certs

Emailing Certs as PDF/Zip

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