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Latest Enhancements to Certificate Hero You’ll Want to Know About
Certificate Hero Enhancements and Updates
We’re excited to share the latest updates to streamline your experience with Certificate Hero!
Below is an organized overview of the new features and improvements you can expect to see in your Certificate Hero environment.
Streamlined Endorsement Creation
What’s New?
You can now create endorsements without the need to create a form.
Endorsements are insured-specific and not global.
How It Works:
The process follows the same steps you're used to, except you’ll skip the step of creating the form.
You can still make the same edits as before, but the process is faster and easier.
AMS360 Serial Number Mapping
What’s New?
Serial numbers from scheduled equipment in AMS360 are now mapped into Certificate Hero.
How It Works:
Create Line of Business profiles with these ingested serial numbers.
Easily identify schedules and place them on a certificate with minimal effort.
Enhanced Insured User Permissions
What’s New?
You can now set insured user permissions to restrict access to “In Progress” certificates.
How It Helps:
Adds control over what insured users can view, ensuring clarity and minimizing confusion.
Improved Certificate Email Identification
What’s New?
Single certificate emails now include the insured name and certificate number.
Bulk job emails also include the insured name.
Why it Matters:
This makes it easier to identify certificates and eliminates confusion when backtracking emailed certificates.
Updated Naming Conventions
To enhance clarity and consistency, we've updated the following terms:
CID (Certificate Insurance Documents) → Renamed to Documents
No changes to functionality; continue storing documentation for internal user when creating certificates here.
Analytics Labels:
“Certificates by Employee” → Certificates by User.
Bulk Job Terminology
“Append” → Add for simplicity and ease of understanding.
