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How do I turn on Note Certificates?

How to turn on and configure notes certificates

Victoria Tran avatar
Written by Victoria Tran
Updated over 2 years ago

Administrators need to turn on and configure note certificates before they can be issued for exisiting or new notes transactions.

To configure Note certificates go to the Company Information page and select View in the Notes panel. (Image 1)

Image 1 - Notes panel on Company Information Page

On the View Notes page, you will see a Certificates tab where you can configure note certificates.

To turn on note certificates, you will firstly need to select the officeholder names and signatures to be appear on the note certificate (maximum 3 officeholders)

Image 2 - Note certificate configuration

When you click save, you will have the option to issue note certificate to all existing transactions.

From now on note certificates will be automatically created for all new issuances (unless you turn off note certificates).

Image 3 - Note Certificate

Note: Your company logo will only appear on the note certificate if you have uploaded one to your company account.

Follow the guide here to upload your company logo.

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