Accessing and Downloading Your Certificates

How to Access and Manage Your Certificates

Your CRM's client portal provides a dedicated area for you to view and download your earned certificates. This guide explains how to access this section and manage your documents.

Finding Your Certificates

To get started, log into your client portal account. Once logged in, navigate to your account settings. This is typically accessed by clicking on your profile picture or avatar in the portal interface. Within your account settings, look for a section or tab labeled Certificates.

Previewing and Downloading a Single Certificate

In the Certificates section, you will see a list of all certificates associated with your account. For each certificate, you will find options to Preview and Download.

• Click the Preview button to open a detailed view of the certificate directly within your browser.
• To save a copy to your computer, click the Download button next to the desired certificate. The file will be saved in a standard, high-quality format suitable for printing or digital sharing.

Sharing a Certificate Link

If you need to share a certificate with someone, you can generate a direct link to it. Locate the certificate in your list and click the Copy Link button. This action copies a unique URL for that certificate to your device's clipboard, which you can then paste into an email, message, or other communication.