Chat with suppliers or team members when information is missing or incorrect

The cert package from my supplier is missing information or incorrect. How do I get updated certs? 

For suppliers on the network, use our chat feature directly in the SmartCert to alert your supplier of any issues.  

1. Open a SmartCert sent from your supplier and click the Changes Required Button

2. An alert has been sent to your supplier to let them know you've requested revisions, and a chat has been opened. Use the chat to define what changes are required on the certs.  

3. Adjustments made by your supplier will happen in real-time and referenced in the versioning history of the SmartCert.

4. Once you review the changes, simply click the approved button to let your supplier know the cert package has been approved.  

An internal chat is also available for every SmartCert that is received or created. You can use this for internal reference or conversations. Internal chats are private to your company's users and is not visible to suppliers or customers. 

In addition to SmartCert's approval and rejection feature is the ability to send a cert request to your supplier directly on SmartCert.  

What makes this great?

1. The request is sent to all users in your supplier’s account, so your request for certs isn’t waiting in someone’s inbox

2. The request creates traceability and versioning history for the cert package

3. Your process with your supplier stays in one place

Sending a request is easy! We recommend referencing the PO, part, and lot at a minimum and detailing your request in the notes section.