Adding a Certificate
Adding Certificates to Properties or Contacts
Depending on the purpose of the certificate, you can add it to a Property or a Contact using the Certificates icon or directly from the Certificate List screen.
For example:
🏠 Gas Safety Certificate – should be added to a Property
👤 Proof of ID – should be added to a Contact
How to Add a Certificate
Locate the record – Find the relevant Contact, Property, or navigate to the Certificate List screen.
Open the Action Menu – Click the Action Menu, then select Certificate.
Choose Certificate Type – In the Type field, select the appropriate Certificate Type from the lookup table provided.
Assign Ownership – Specify the associated Property and Contact/Owner.
Select Issuer – Choose the Issuer (i.e. the contractor responsible for the work).
(Optional) Add a Reference – Include any relevant Reference details for internal tracking.
Set Dates – Enter the Start and Expiry Dates for the certificate.
Confirm Status – The Status field will default to Current, but you can adjust it if needed.
Certificate Statuses Explained
Each certificate can be assigned one of the following statuses:
Current – Active and valid
Expired – The certificate has passed its expiry date
Ordered – Renewal has been initiated
Archived – Inactive and no longer in use