Make a copy of a SmartCert

How do I make a copy of a SmartCert?

Copying a SmartCert from a supplier removes many steps in your internal process and helps build your inventory on your Created dashboard for use with your customers.

You can also make a copy of a SmartCert on your Created dashboard if you need to adjust the information in the fields (include a customer’s part #, for example) or modify the cert package to meet a specific customer’s requirements.

From the dashboard view: 

1. Click the three dots/ellipsis near the QR code icon for the SmartCert you’d like to copy and select Copy to new SmartCert

2. Adjust the data in the fields as needed. If this SmartCert is customer-specific, add the customer name to the customer field

3. Adjust the cert package as needed

4. Click Create SmartCert

From the SmartCert viewer: 

1. Click the copy button on the top navigation

2. Adjust the data in the fields as needed. If this SmartCert is customer-specific, add the customer name to the customer field

3. Adjust the cert package as needed

4. Click Create SmartCert