What is the Home Page?

An in-depth look at Certificate Hero's Home Page and how users can use it to aid them in processing certificates.

Upon logging into Certificate Hero, a user is initially brought to the home page (also know as your "Dashboard").

From the home page, the user can navigate to any other area of the website they have permissions to access.

Dashboard Tiles

The Dashboard tiles provides a user with a high-level view of their individual activity across all of the insureds they've recently worked on.

The user has four different views they can switch between.

Recently Worked On

This view shows the user their most recent activity across a variety of insureds, including the statuses and actions.

If a user highlights a certificate and then selects the far-right "Actions", they can select "View" to view the previously certificate, or select "Review" to navigate to the Certificate Review screen.

In Progress Certificates

This view shows the user their current In Progress certificates.

If a user highlights a certificate and then selects the far-right "Actions", they can select "View" to review a current draft of the In Progress certificate, or they an select "Edit" to navigate to the Certificate Editor to complete the certificate.

Outbound Certificates

This view shows the user recently completed outbound certificates. Outbound certificates are certificates issued to a holder on behalf of an insured.

Assigned Certificates

This view shows the user any certificates currently assigned to them.