Printing Certificates

In This Topic...

Print certificates from the system as proof of insurance for each shipment you book.

Printing a Draft Certificate

Why would I print a draft certificate?

To verify the certificate’s format and content is accurate and /or, to verify with the bank if the certificate meets the letter of credit requirements and / or to review the details with a supervisor who is required to approve or sign off on the shipment details.

Before Getting Started

  • You belong to a company that has access to at least one policy with a status of Confirmed.
  • You are assigned the Create Shipment security right.
  • The Conveyance you select for the shipment has at least one certificate template linked to it based on the associated policy’s setup.

Steps

  1. Create a new shipment, create a shipment from a template, or access a saved shipment where the option to Print Draft Certificate has been enabled.

  2. Below the shipment’s Insuring Conditions, in the Certificate panel, select a Certificate Template if there is more than one available.
  3. Click Print Draft Certificate. Your browser displays a prompt to download the certificate.
  4. Click Open to view the draft certificate in Adobe Acrobat (The prompt appears somewhere towards the bottom of the screen but differs based on the browser you are using). The system opens the draft certificate in a separate tab or window.

  5. Click the adobe Print option.

    • In Internet Explorer, use the Adobe Menu  at the top of the window and select File > Print.
    • In Chrome, move or point your mouse to the bottom right of the screen and when icons appear click .
  6. Click Print in the Print modal window.

Result

The system prints a draft version of the shipment certificate based on the selected template.

Printing an Original Certificate

Why would I print an original certificate?

To prove legal title to the shipment’s goods or to present to the bank as part of a letter of credit requirements.

Before Getting Started

  • You belong to a company that has access to at least one policy in Confirmed status.
  • You are assigned the Create Shipment security right.
  • You book a shipment.

Steps

  1. Below the shipment’s Insuring Conditions, select a Certificate Template if there is more than one available.
  2. Click Print Certificate. Your browser displays a prompt to download the certificate.
  3. Click Open to view the certificate in Adobe Acrobat (The prompt typically appears towards the bottom of the screen but varies based on the browser you are using).

Result

The system opens the certificate in a separate tab or window and it can then be managed as any other PDF document . Refer to Reprinting a New Original Certificate for further details.

Printing a Copy of a Certificate

Why would I print a copy of a certificate?

To have a version on file.

Before Getting Started

  • You belong to a company that has access to at least one policy in Confirmed status.
  • You are assigned the View Shipment security right.
  • You have access to at least one saved shipment that has a Booked status.

Steps

  1. Search for the booked shipment for which you wish to print a copy of its certificate.

  2. Click Print Certificate Copy. Your browser displays a prompt to download the certificate.
  3. Click Open to view the certificate in Adobe Acrobat (The prompt appears somewhere towards the bottom of the screen but differs based on the browser you are using). The system opens the certificate in a separate tab or window.

  4. Click the adobe Print option.

    • In Internet Explorer, use the Adobe Menu  at the top of the window and select File > Print.
    • In Chrome, move or point your mouse to the bottom right of the screen and when icons appear click .
  5. Click Print in the Print modal window.

Result

The system prints a copy of the shipment certificate based on the selected template.