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10.4. Sending certificates

Membership certificates can be sent to users within the primary record (company) that the membership certificate has been generated for.

To send the membership certificate go the the record's "Membership" section and click "Send Certificate".

 

This will open an email interaction with the membership certificate attached.

Please see the related page on how to send an email interaction.

Knowledge Tags

Membership  /  Certificates  /  Email Interaction  / 

Related Pages

• Records > Interactions page > Creating email interactions