Getting Started

To manage your organization’s certificates, click on the Settings module and the “Certificates” section.

Certificates Layout

Searching on the Certificates List

The search bar on the Certificates List allows you to search for your organization’s certificates.

Add Certificates

Step 1: Click “Add Certificate” at the top right corner of the Certificates List.

Step 2: A pop-up will appear for you to fill out the information to add a new certificate to the platform.

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To add a new certificate, your organization will need at least 1 existing facility on the platform to create the certificate.

Step 4: Add your certificate by uploading an attachment by clicking “Upload”.

Step 5: Select the attachment from your local computer.

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File Format and Size limit

Only PDF, PNG and JPG files format that are no larger than 10 MB is allowed to be uploaded.

Step 6: The text will turn blue when the attachment is uploaded, and the “Delete” button will appear.

Step 7: Click “Save” when you have completed the fields.

Step 8: A green banner will appear on the top of the Certificates List to indicate that the certificate has been successfully added to the Certificates List.

View Attachments

Step 1: Select the certificate you want to view from the Certificates List.

Step 2: A pop-up will appear for you to view the attachment.

Step 3: Click the blue text to view the attachment.

Step 4: View your uploaded attachment in the expanded window.

Edit Certificates

Step 1: Select the certificate you want to edit from the Certificates List.

Step 2: A pop-up will appear for you to fill out the information to edit the certificate.

Step 3: You can edit the existing fields, add new information or upload a new attachment in the pop-up.

Step 4: Once the fields are edited, click “Save” to save the changes.

Step 5: A green banner will appear on the top of the Certificates List to indicate that changes have been successfully saved.

Delete Certificates

Step 1: Click on the checkbox at the leftmost column of the Certificates List to select the certificate you want to delete.

Step 2: Once the certificate is selected, the “Delete” button will appear at the top right hand corner of the Certificates List.

Step 3: A pop-up will appear to confirm your selection. Click “Delete”.

Step 4: A green banner will appear on the top of the Certificates List to indicate that the certificate has been successfully deleted from the Certificates List.

Delete Attachments

Step 1: Select the certificate from the Certificates List.

Step 2: A pop-up will appear for you to view the attachments.

Step 3: Click on the “Delete” button on the right side of the attachment row which you intend to delete.

Step 4: Click “Delete” to confirm to delete the attachment.

Step 5: Once the attachment is deleted, the text on the left will return to grey, and the button will change to “Upload”. Click “Save” to save your edited certificate.

Step 6: A green banner will appear on the top of the Certificates List to indicate that changes have been successfully saved.