This Help Article covers;

Before a CoC or ESC can be Sent, it needs to be Saved & Locked to generate a Certificate PDF that can be sent

⚠️ NOTE: Only the creator of the CoC or ESC can Save & Lock to Send.

To Prepare a CoC or ESC for sending

Following the completion of the CoC or ESC, on [SAVE] 2 options will display; “Save” and “Save & lock”

1. Select “Save & lock” to close the CoC or ESC Screen and trigger the generation of CoC or ESC PDF

⚠️ NOTE: On Save & Lock, the Certifying Staff Member's Signature will populate to the CoC/ESC which then displays on the Preview.

To Send the CoC or ESC

Following Locking the CoC/ESC, the CoC/ESC can be sent, Open/Re-open the Form

1. From the open CoC/ESC, Tap the “More” (3 dots) menu to display the Certificate Action Card, then Tap Preview and send to display the Form Preview

2. From the CoC/ESC Preview Screen, Tap the “More” (3 dots) menu to display the CoC/ESC Actions Card, then either:

Download – Download locally to your Mobile Device
Save to files – Saves to the Katipolt Desktop as a PDF, marking it as a “Site File” and being available to other Katipolt Mobile App Users to view as a PDF
Email - Launches your Mobile Device email feature with the CoC or ESC PDF attached

⚠️ NOTE: Following emailing the CoC or ESC from the Katipolt Mobile App, the email displays on the Katipolt Desktop side in the Emails Expandable Section of the Job's Correspondence Top Tab.