Sending cert packages to customers on the SmartCert network

SmartCert makes it easy to send certs directly to your customers. Every cert you send comes with a date and time-stamped delivery log, real-time status updates showing when it was received and viewed, a conversation thread if changes are needed, and full versioning history to support your audits.

Finding Your Customer and Sending the Cert

In the Customer field on the SmartCert, start typing your customer's name. SmartCert searches the network and pulls up matching results. Select your customer from the dropdown, make any final adjustments to the cert, and save it.

To send the SmartCert, you have two options:

• From the detail view, click the arrow in the top right corner.
• From the dashboard, click the arrow to the left of the Origin column.

The Share SmartCert window will open showing the cert and the recipient. Confirm everything looks right and click Share.

What If My Customer Isn't on SmartCert Yet?

No problem. Type your customer's company name in the Customer field to keep it on record, then when the Share SmartCert window opens, enter the email address of the person who receives their certs. They'll get an invitation to join SmartCert and set up their company account. Once they're set up, you'll be able to select them from the network and share directly to their dashboard going forward.

Tracking What Happens After You Send

Once the cert is sent, the Recipients tab shows the date and current status. It updates automatically as your customer views or approves the cert, or flags that changes are required.

The Sharing History shows everyone who has viewed the SmartCert.

On the dashboard, the arrow will turn green once the cert has been shared. Hover over the green arrow to see who it was sent to.