How To Email Tradify Digital Certificates To Customers

Learn more about sending your Tradify digital gas safety, electrical and workplace safety certificate templates from Tradify.

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  1. How to email digital certificates from Tradify
    1. Emailing from within the Form
    2. Attaching a digital certificate to a Tradify Invoice

 

How to email digital certificates from Tradify

Emailing from within the Form

To send your cert, you can:

  1. Head to your desired certificate within your Job under the Forms & Certs tab.
  2. Select the Approve button.
  3. Select Email Form. Alternatively, select the Email icon in the upper-right corner of the page.

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The highlighted areas display where you can Approve and Preview, Print, and Email your certificate.

Attaching a digital certificate to a Tradify Invoice

You can also send your customers digital certificates by attaching your certificate to an Invoice and sending both documents together. To do this: 

  1. Create or use an Invoice for the Job the certificate is attached to. 
  2. When you're happy, approve the Invoice.
  3. Select Email Invoice.
  4. On the email pop-up, click Attach Files.
  5. Select Attach Forms & Certs for Job.

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Attaching a certificate to an Invoice in Tradify.

Your form will then attach to the same email as the Invoice you are sending to your Customer. 

 

 

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