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Clik Cert

Clik Cert Categories

  • Setting Up
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  • General
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  • Staff and Users
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  • Field Users
    •
  • Settings
    •
  • Certificates
    •
  • Address Book
    •
  • Templates
    •
  • Reminders
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  • Product Updates
    •

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    Setting Up

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

    General

    Clik Cert Overview [Video]
    Running Updates
    Editing and Rearranging List Columns
    Resurrecting Deleted Records
    Fixing Database Timed Out Errors

    Staff and Users

    Setting Up New Office Users
    Setting Up Office User Signatures
    Setting Up Privileges for Users
    Changing the Admin User Password

    Field Users

    Setting Up New Field Users
    Setting Up Field User Signatures
    Updating Field User Privileges
    Sending Addresses to Field Users

    Settings

    Backing up the Photos Folder
    Setting Up Backup Notifications
    Editing the Email Settings
    Adjusting Validation Rules

    Certificates

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

    Address Book

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

    Templates

    Creating Cert Templates
    Creating Certs Using Templates
    Mapping Templates to Different Cert Types

    Reminders

    Setting Up Reminders

    Product Updates

    v1.0.63 – August 2023
    v1.0.62 – July 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
    v1.0.53.5 – 29 March 2021
    v1.0.53.14 – 17 June 2021
    v1.0.50.18 – 11 November 2020