How to add and view all certificates

A certificate is a special type of document that has an expiry date and where it is important that as a property manager  you are notified. A certificate can be added either at propertyunit or tenancy level. “Ensure the certificate is added at the correct level”

Either go to

  • Property
  • Unit
  • Tenancy
  • Certicates in the menu tab and add a relationship (property, unit or tenancy)

* A copy of the document uploaded to a certificate will also add a copy to the documents area of the property, unit or tenancy. 

tenancy-compliance-flow

Adding a certificate

Step 1

Which ever level your at go to certificates>add

From within a record

adding-arthur-certificate

 

Or from the index page

adding-property-index-page

 

If the certificate document is not uploaded at this point then the certificate will show as missing. This is linked to understanding missing certificates

 

arthur-adding-certificates

 

Where to find all certificates

There is a certificate index page with filters that can help list the appropriate certificates

arthur-find-all-certificates

 

 

 

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