Managing Saved Electrical Certificates

Managing Saved Electrical Certificates

Your iCertifi  Filing Cabinet 

It is useful to think of your iCertifi Filing Cabinet as “certificates in progress” rather than a permanent storage solution.  Certificates are kept in raw data form and generate dynamically each time you view your electrical certificate.  This saves a huge amount space on your device. Even with the low storage impact on your device’s memory It is always advisable to keep copies of the PDF’s you send, either locally on your computer or in a cloud storage solution like Google Drive or  Dropbox rather than storing 1000s of certs within iCertifi.

 

Auto send certificates to your chosen email address

Go to Settings > Email options Default Cc email address allows you to add an email address that automatically emails a copy of any emailed PDF to your chosen email address for convenience

 

Organising Your iCertifi Filing Cabinet

In this article, we show you how to mark certificates as sent, hide and show only work in progress to clean up your filing cabinet.

iCertifi Menu pop up

 

 

 

 

When completing any certificate tap the cog at the bottom of the screen to bring up the menu pop up.  Scroll up to show more selections

 

 

 

 

 

 

 

Tap “Mark Cert Sent/Complete”.  This will tell iCertifi the certificate is complete/sent.  Tapping this row again at any time will mark the certificate “in progress” again

 

 

 

 

 

saved Electrical Certifcates

 

 

 

 

Your filing cabinet will now show electrical certificates you have marked as complete with a tick and different color.

 

 

 

 

 

Stored Electrical certificates on iPhone X

 

 

 

 

Tapping the hide/show certificates sections at the top of your Filing Cabinet will instantly hide/show certificates marked as sent/complete

Did you know?

You can swipe saved electrical certificates for more options