Certificate Configuration

The settings you configure on this screen set the default values and capabilities available to users issuing certificates. The changes you make on this screen affect the options for the selected certificate system-wide.

1. From the Home screen, do one of the following:
   
   

   • Click Configure on the navigation panel.

   • Click the down arrow next to Home on the menubar and select Configure.
   • Click Areas > Configure on the menubar.

   From any other area of the program, do one of the following:

   • Click the down arrow to the right of the Home options bar button and select Configure.

   • Click Home > Configure on the menubar. The Configure screen displays.

2. Click Proofs on the navigation panel or Areas > Proofs on the menubar.

3. Click Certificates on the navigation panel.

4. Click the certificate in the list and do one of the following:

   • Click the Edit button to the left of the list.

   • Click File > Open on the menubar.

   • Double click the certificate.

5. Edit the settings on the tabs as needed:
   

   • Certificate Options

     1. Select the applicable checkboxes in the Detail section.
     2. In the Print/Issue frame, select the default printing and issuance options for certificates of this type.
     3. In the Company Distribution frame, select the Distribute copies to issuing companies checkbox if needed.
     4. The Destination Folder frame determines where and how ZIP files containing PDFs of certificate batches are saved when a user performs the Send PDF Batch to Drive action. The location of the saved files depends on the way users access Applied Epic:
     • If they access Epic through a web browser, the files save to their browser's default Downloads folder.
     • If Epic is installed locally on their computer, they are prompted to select a location.

     Select the appropriate checkboxes to specify whether certificates, holder packs, and client packs are saved locally.

     5. Select checkbox(es) to determine whether certificates are grouped by number of pages when printing and whether they print with separator pages.
     6. The Include certificate title checkbox is selected by default. This option displays both the certificate title and holder name when a PDF of a certificate is added to a client account. If you deselect this option, only the holder name displays.
     7. Optionally select the Remove watermark from insured copy checkbox.

   • Holder Options

     1. Select the Default additional interests as holders checkbox if appropriate.
     2. The Certificate Holder Printing Alignment option allows you to specify the vertical alignment of the holder name and address on the selected form. Click Middle or Bottom.

6. Click Finish or press [Enter] to make the changes to the selected certificate configuration.
   
   Click Cancel or press [Esc] to exit the workflow without making any changes to the certificate configuration. You are prompted: "Do you wish to discard changes?" Click Yes.