May 6, 2019

How do I see what certificates I have already awarded to a specific recipient?

Recipient, Store Module / By

SimpleCert® automatically stores and records every certificate you send to each recipient. By clicking into “Recipients” from within the “Store” module”, you can search for any recipient whom you have issued a certificate to. By clicking on that recipient email address, you are able to access their individual account. Once you click on the recipient […]

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I forgot a recipient, can I add it to a project I already have? Adding recipients to an existing project

Recipient, Store Module / By

Yes. Simply navigate to the “Store” module, and select “Projects”. Locate the project that you wish to add a single recipient to, and select “Add Recipient”. You will have 2 choices to add additional recipients to the existing project: UPLOAD A CSV OR EXCEL FILE MANUALLY ENTER MANUALLY ENTER Click on manually enter after clicking

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My upload list has more names than I have credits for. What do I do?

Send Module / By

If your account does not have enough credits to cover the list you choose to import, SimpleCert® will indicate how many additional credits you need and automatically direct you to your current plan within your account settings. Here you can choose to upgrade your plan. You will then have to return to the Send Module

My upload list has more names than I have credits for. What do I do? Read More »

When importing recipient data via Excel, what if I have more Data Fields on a Certificate Template than I do in a list I want to upload? And Vice Versa?

Send Module / By

Simple Cert will require that you provide a mapping designation for every Data Field that you have listed on a Certificate Template. If your certificate has mapping fields that you no longer intend to use, simply edit your CertificateTemplate to remove those unwanted Data Fields. If your upload list has more fields than you intend

When importing recipient data via Excel, what if I have more Data Fields on a Certificate Template than I do in a list I want to upload? And Vice Versa? Read More »

Why can’t I change my sender e-mail address?

Send Module / By

Currently, to comply with regulations on email usages and delivery as per the United States CAN-SPAM, Canada Anti-Spam Legislation, and European Union GDPR regulations, SimpleCert® will automatically assign a sender email address to your account when you subscribe. Currently this email alias cannot be editable by you. Having a non-editable email sender address also helps

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