Manage a certificate

Once issued, a certificate can be consulted and completed at any time. In the Certificate column of the recipients list, the certificate icon opens its card.

From the card you can:

• check and change the issue and expiry dates;
• add notes and fill in the optional fields;
• print or export the document;
• archive it in the office file system;
• download it;
• attach the original document issued by a third party.

Print or export

1. Click the Print icon.
2. Click … to open the list of available templates.
3. Select the template and click Save, then Next to see the preview.
4. Click the print icon to send it to a local printer, or Next to export or archive it.

Shown here on a training course: the steps are the same for every action type.

Caution

Changing the expiry date changes when the obligation comes up for renewal, and therefore the recipient’s status in the scheduler.