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Generate a Certification using a Template

Quick guide to Generate a Certification using a Template

Generate a Certification using a Template 

The ability to automate data in a CoC is now available in SmartCert! Leverage this new automation to reduce additional keystrokes.  

  1. Create a SmartCert or open an existing SmartCert. (If you are creating a new SmartCert, enter information relevant to the shipment, part, or lot into one or more SmartCert fields.)
  2. Scroll to the bottom and click "New document".  
  3. From the Template dropdown on the top right, select SmartCert-CoC.
  4. Name your document (on the top of the document viewer.)
  5. Hit the Sync Fields button.
  6. Data can be adjusted by deleting or adding additional information. Each time new text is added just hit that sync fields button, and your information will be adjusted.  
    Optional: Add a logo by clicking on the annotations tool and clicking on the image icon. Move the logo to the appropriate position.
  7. Enter the information relevant to the order/part.
  8. Sign and date the CoC.
  9. Add any additional documents or certs to the SmartCert by clicking on the box below the New Document button.
  10. Click Create SmartCert. Your SmartCert is ready to be sent to your customer!