Category:
Choose the type of certificate (e.g. Gas Safety, EPC, Electrical Safety, Licence).
Need to add a new category?
Use this option to create a new certificate category if it is not already available.
Enable this option if a certificate is not required for the selected category.
Enter a clear and meaningful title for the certificate to easily identify it.
Issued Date:
Enter the date the certificate was issued.
Start Date:
Enter the date the certificate becomes valid.
Expiry Date:
Enter the date the certificate expires.
Reminders:
Select when you would like to receive reminders before the certificate expiry.
No Reminder:
Choose this option if reminders are not required.
Don’t Send Mail:
Disable email notifications if you do not wish to receive reminder emails.
Add any additional notes or comments related to the certificate.
Upload relevant certificate documents (PDF, image, or scanned copy) for record keeping and easy access.