Preview certificate / report [03-0301]

You can preview your report/certificate at any time: it does not have to be completed.

From the 'Current Jobs' table:

  • Find the job in question and click on the black ‘Reports’ button (on the right hand side) 
  • Choose what to preview from the list of options
  • Click the 'Open PDF file' button when it appears
  • You can now view, download, or print
  • Note that this is a great way to share a report/certificate on a mobile device

From the job - using the 'Reports' button:

  • Click on the blue ‘Reports’ button - it's in the title header bar
  • Choose what to preview, from the list of options
  • Click the 'Open PDF file' button when it appears
  • You can now view, download, or print the job

From the job - using the 'In-Job Menu':

  • Click 'Preview Report' using the In-Job menu (on the left hand side of the screen)
  • Choose what you want to preview from the drop down options (in the box 'Select type of report to generate')
  • Here you can also choose whether to add a signature, a cover page, contents page, glossary, and whether or not to print Board Schedules in landscape mode
  • Click the blue 'Preview Report' button
  • You can now view, download, or print the job

[Article 03-0301-03]

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