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You have created your certificate of insurance. Now What? This segment will take you through: Assigning Certificates, Delete Certificates, Save Certificates as a Template, Save a Certificates for Later, and Review & Issue Certificates.
Scroll through the walkthrough below to review completing and issuing the certificate.
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- Editor Action Buttons
- Assigning the Certificate
- Deleting a Certificate in Progress
- Saving as a Certificate Template
- Saving Certificate for Later
- Reviewing the Certificate
- Email the Certificate
- Fax the Certificate
- Certificate Issuance
Once you have completed the creation of your certificate, there are several next options you can take.
Across the top of the Certificate Editor, you will find the Editor Action buttons:
- Assign the certificate to another team member.
- Delete the certificate if it is no longer needed.
- Save the certificate details as a template for future use.
- Save the certificate to come back to later.
- Review the certificate prior to issuance.
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Assigning the Certificate
To assign a certificate to another team member to review or work on, click “Assign”.
Search for and select the team member the certificate needs to be assigned to and click “Assign User”.
Please Note: The team member you assign to the certificate to must first have a Certificate Hero account.
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Deleting a Certificate in Progress
If a certificate is no longer needed prior to issuance, click “Delete”.
The system will prompt you to confirm if you wish to delete. Click “Yes” to proceed with the deletion.
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Saving as a Certificate Template
To save the certificate details you just created as a certificate template for future use, click “Save as Template”.
Enter a name for the new certificate template and click “Create Template”.
Once saved, you’ll receive confirmation on the upper right corner that your template has been saved. You can proceed with your current certificate issuance.
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Saving Certificate for Later
To save the certificate to come back to work on later, click “Save”.
Please Note: You can save the certificate at any point within the process.
You will be brought back to the Certificate Manager where you can find your saved certificate.
The Actions menu will show you the options you can take with the saved certificate. To pick up where you left off, click “Edit”.
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Reviewing the Certificate
To preview the certificate and prepare for distribution, click “Review”.
From here, you can review the certificate you just created and prepare for distribution via email/fax.
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Email the Certificate
To email the certificate, you will:
- Enter the destination email address(es).
- Enter the email subject line.
- Enter any verbiage needed for the email body.
- Mark whether the certificate needs to be deactivated after issuance.
Please Note: There is a language library available for certificate email distribution. Please refer to the Description of Operations Language Library to review how to utilize the tool.
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Fax the Certificate
To fax the certificate, you will:
- Enter the destination fax number and contact name.
- Enter the fax subject.
- Enter any fax verbiage.
- Mark whether the certificate needs to be deactivated after issuance.
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Certificate Issuance
“Complete” will issue the certificate without distribution and without downloading a copy.
“Complete & Download” will issue the certificate without distribution and will download a PDF copy.
“Complete & Email” will issue the certificate and distribute per your email distribution instructions.
“Complete & Fax” will issue the certificate and distribute per your fax distribution instructions.
