Send a SmartCert to a customer

How do I send a SmartCert? 

We’ve made it easy to send certs to a customer!

Whether you have built a SmartCert package representing a shipment for a customer or created a single SmartCert for a shipment or part to send to a customer, delivering it to their Received dashboard is as easy as the click of a button!

Be sure and follow our tips and best practices educating your customers on your new cert process. We have all the resources you need, such as email templates and PDF instructions to make sure they know what to expect and why it will benefit them. Visit the Customer Communications page on our Help Center to access this information.

How to Send a SmartCert:

1. On your Created dashboard, find the SmartCert you want to share (use the search bar if needed).

2. Click the gray arrow to the left of the Origin column, or use the arrow in the top-right corner if the SmartCert is open.

3. In the pop-up window, confirm the customer’s name, search the network, or enter a valid email address to send.

4. Once the SmartCert has been shared, the Recipients and Sharing History will be activated to show when it was received and viewed.