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The Certificate Manager is where all certificates for each Insured are housed, and allows a user to manage existing certificates for a client as well as create new certificates.
Certificate Manager Components
Insured Search
This is a type-ahead dropdown list of insureds the user has access to. Selecting an insured here will update the table grid to that insured’s certificates and allow the user to create a new certificate for this insured.
Search Certificates
The search bar allows the user to search across certificates by typing in search criteria. The user can also search specific filters available by selecting the "Filter" dropdown to the right of the bar.
Toggle Columns
The user can show or hide columns depending on their preference. Other table manipulations include moving column position, expanding and shrinking column size as well sorting by column.
Create Certificates
When the user selects the orange "Create Certificate" button, they are prompted to create a certificate.
For more details on how to create certificates, click HERE.
Certificate Actions
Certificates have different actions allowed depending on their status. By selecting the three dots on the far right, the user can choose from a list of actions.
Active Certificate Actions
View: Provides the user with a snap shot of the issued certificate.
Review: Brings the user to the Certificate Review screen to view the completed certificate.
Revise: Brings the user to the Certificate Editor, where they can make any changes necessary to the certificate and then complete it. The original certificate will be overridden and the newly revised certificate will become active.
Clone: Creates a second, original copy of the cloned certificate. The user can then make any updates or changes needed. Both the original and cloned certificates will be active at the end of this process.
Download: Downloads the PDF of the certificate
Deactivate: Changes the certificate status to Inactive. Inactive certificates are removed from any future renewals, and can only be viewed. They cannot be acted upon in any other way unless they are made active again.
In Progress Certificate Actions
View: Provides the user with a snap shot of the issued certificate.
Edit: Brings the user to the Certificate Editor, where they can continue processing the certificate and then complete it.
Delete: Deletes the certificate from the certificate manager. Only in progress certificates can be deleted.
Batch Actions
When the user selects two or more certificates, they can perform "Batch Actions".
Batch Actions include: Deactivate, Activate, Revise and Download
Deactivate: If the selected certificates have the status of Active, their status will be changed to Inactive.
Activate: If the selected Certificates have the status of Inactive, their status will be changed to Active.
Revise: If selected certificates have the status of Active, they will be moved into a Bulk Revision. For more details on how to process Bulk Revisions, click HERE.
Download: The user will be prompted to download the selected certificates in a single PDF or a zip file of individual PDFs.