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Learn how to SELECT an existing Agency Contact, EDIT an existing Agency Contact, and ADD a new Agency Contact.
Within the contact section of the certificate, click “Select Contact”.
You will now be able to update the contact within the Certificate Editor.
Selecting an Existing Agency Contact
To select an existing contact, click the contact’s name.
You can scroll through the list of the existing contacts…
…Or type ahead to find the name of the contact you would like to select.
Edit an Existing Agency Contact
To edit an existing contact, select the desired contact name and click “Edit Existing”.
Within the edit form, proceed with the revisions and click “Save”.
Adding a New Agency Contact
To add a new contact, click “Add New”.
Within the create form, fill out the applicable fields and click “Save”.
Once you have selected, revised, or added an Agency Contact, click “Update Certificate” to reflect the change to the certificate.
The Agency Contact on the certificate has been updated:
