Send and store session certificates for training attendees

Your incoming certificate requests lack a central file and recipient notice, leaving participants without attestations. Coordinators can confirm delivery same day after files are stored and emailed.

Send and store session certificates for training attendees

Overview

Manual certificate handling slows distribution and creates follow-ups that waste sales ops time. This flow produces the certificate PDF, stores it in the correct year folder, and emails the referent so coordinators can confirm delivery within minutes.

Send and store session certificates for training attendees