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Clik Cert

Clik Cert Categories

  • Setting Up
    •
  • General
    •
  • Staff & Users
    •
  • Certificates
    •
  • Address Book
    •
  • Templates
    •
  • Reminders
    •
  • Product Updates
    •

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    Setting Up

    Installing the Office Software
    Setting Up New Client Machines
    Registering Clik Cert
    Setting Up Software Backups
    Editing the Email Settings
    Setting Up Cert Logos

    General

    Clik Cert Overview [Video]
    Running Updates
    Setting Up Backup Notifications
    Resurrecting Deleted Records
    Editing and Rearranging List Columns
    Fixing Database Timed Out Errors
    Backing up the Photos Folder

    Staff & Users

    Setting Up New Office Users
    Setting Up Office User Signatures
    Setting Up Privileges for Users
    Setting Up New Field Users
    Setting Up Field User Signatures
    Updating Field User Privileges

    Certificates

    Creating New Certs
    Completing and Editing Certs
    Inserting Signatures Onto Certs
    Printing and Batch Printing Certs
    Emailing Certs as PDF/Zip
    Saving Certs as PDF or Zip
    Using the Validation Tool
    Applying Filters to the Cert List
    Sending Certs to Field Users
    Receiving Certs From Field Users
    Using the Certificate History Tool
    Setting Up Default File Names
    Handling Merge Conflicts
    Adding Cert Photos

    Address Book

    Address Book Overview [Video]
    Importing Customer CSVs
    Deleting Multiple Addresses
    Moving Company Addresses
    Deleting Equipment and Appliances From Sites

    Templates

    Creating Cert Templates

    Reminders

    Setting Up Reminders

    Product Updates

    v1.0.62 – June 2023
    v1.0.61 – January 2023
    v1.0.60 – November 2022
    v1.0.59 – October 2022
    v1.0.58 – June 2022
    v1.0.57 – April 2022 
    v1.0.56 – March 2022
    v1.0.55.13 – January 2022
    v1.0.55 – August 2021
    v1.0.54 – 13 July 2021
    v1.0.53.14 – 17 June 2021
    v1.0.53.5 – 29 March 2021
    v1.0.50.18 – 11 November 2020