Set Up Certificate Types
This feature enables you to add and manage various type of required certificates for properties and units.
Config
Click Admin > Customize Dropdown Lists > Document Types tab and select Certificate Documents.
Click Add. The New Document Type window displays.
Note: All peach coloured fields are required.
Enter a Description.
Select the Levels to which the certificates should apply. Note: At least one level is required.
Enter the Number of Months Valid For.
If relevant, set the Reminder Days in Advance of when a reminder should be generated to the User. Note: If Days in Advance is set, a User must be selected.
Click OK.
The certificate types are added.
Introduced in version 2017.4.30.4016 released on 10/5/2017
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