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Certificates

If you have any certificates with expiry dates this is a great place to keep track of them.
Upload certificates and set an expiry date so you are notified before they expire, setup folders to organise certificates.
When a certificate expires and you upload a new version the old certificate is automatically archived so you have a full history of all of the previous certificates held, this is useful to some vessels that need to provide continuous synopsis record.
You are notified as standard 90 days and 30 days before expiry of a certificate.

 

Manage folders

Add folder

To add a folder, click ‘manage folders’ and click ‘add folder’ you can give your folder a name such as Safety and then click save.

Edit folder

To edit the name of a folder, click ‘manage folders’ and click the pen icon next to the folder name.

Delete folder

To edit the name of a folder, click ‘manage folders’ and click the trash icon next to the folder name.
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Adding certificates

To add a certificate, go to the certificates tab. Click the blue ‘add new certificate’ button. You can then give the certificate a name, add a description if required, select a folder to organise the certificate and add an expiry date. Choose the certificate with the file uploaded at the bottom of the page and click save.

Adding a new version of an existing certificate

To add a new version of an existing certificate, go to the main certificates page and click ‘add new version’
When a certificate expires and you upload a new version, the certificate which has just been replaced is automatically put in an archive so you can go back and look at all the old certificates. To do this go to the main certificates page and click ‘add new version’
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Viewing certificates

To view a current certificate, go to the main certificates page. Click on the certificate or click on the ‘view’ icon to the right.

View previous certificates

To view a current certificate, go to the main certificates page. Click on the certificate or click on the ‘view’ icon to the right, you will see all previous certificate uploads and their expiry dates.
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Edit a certificate

To edit the title or change the folder of a certificate, go to the main certificates page and click the pen icon to the right of a certificate.
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Delete a certificate

To delete a certificate, go to the main certificates page and click the trash icon to the right of a certificate. Warning: Deleting a certificate you will lose all previous certificates uploaded.
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