Adding Certificate Holders from the Left-Side Vertical menu within JenesisNow
JenesisNow- Adding Certificate Holders Update
This new update lets us conveniently add our certificate holders from the left-sided vertical menu.
To do this, go to the left-sided vertical menu, hover over the Companies icon, and click the words All Cert Holders to bring up the Certificate Holders screen. To add a new certificate holder, click the plus sign in the top-right, then fill in the Cert Holder Info card. Once you have filled in the Cert Holder Info card, click the green Save Cert Holder button in the top-right corner.
Click the back arrow next to the title Editing Cert Holder to see the list of certificate holders to ensure it is saved. If you want to ensure the information is correct, click on the certificate holder you created and view the information or edit as needed.