How to Edit an Issued Certificate
You can only edit an issued certificate or record via the website. The apps do not have the ability to edit PDF documents.
- Log into the website www.gasengineersoftware.co.uk with your normal login details.
- Click on the 'Jobs' tab
- Click on the Job number that has the certificate that you want to edit/update. (This will open the Job Details screen)
- Locate the certificate you wish to edit and click on its icon on the right hand side
- This will open up the Certificate and in the bottom left hand side there is a 'Edit' button.
When you are happy with the changes, make sure you click on the 'Approve and Email' or 'Approve and Print' buttons to reissue the certificate.
If you need to edit the customer details on an existing certificate, you need to edit the customer's details first, then edit the certificate, make no changes, and re-issue the certificate. The software will update the certificate with the new customer details when it is re-issued. For more information on how to do this, click here!
Creating your First Certificate
How To Create a Certificate via the Apps (Video)
How to send Certificates and Invoices in one Email
How to View Existing Certificates on the Apps
How to Resend a Certificate