Certificates
Use this section for understanding how to create, send, renew and delete or retire certificates.
About this course
Use this on-demand training guide to understand:
- Creating and Managing Certificates
- Learn about Certificates Management and the recommendations we suggest to manage certificates for your clients.
- Learn to create Certificates from the Certificate Management Toolbar, Add Certificate Holders, Generate New Certificates, and understand what data is flooded.
- Learn to create and use Universal Certificate Templates and how to attach an ACORD 101 form to a certificate.
- Learn how to attach documents to certificates.
- Learn about the Waiver of Subrogation and how to ensure this is included on a certificate if you need it.
- Adding Cert Holders and Sending Certificates
- Learn the importance of sending Certificates and how the reply address works for certificate distribution
- Understand how to add a signature to your Certificate, Apps, and other ACORD forms.
- Learn how to Import Certificate Holders from an Excel (CSV) File.
- Renewing Certificates
- Learn about Certificate Renewal including Renewing to a New Template or to an Existing Template.
- Deleting or Retiring Certificate Templates and Holders
- Learn how to complete a clean up of any unused or old certificates in your system.
- Within the Certificates tab, learn to Delete templates and holders, retire templates and holders, or hide a retired certificate and/or template.
- Interactive Sessions: Self-guided learning, featuring try-it demos to simulate hands-on experience.
- Microlearnings: Viewing experience. Workflows are demoed to answer specific questions.
- Support Articles: Designed to answer workflow questions by providing step-by-step instructions.