How to add a unit to a certificate

How to add a unit to a certificate

If you want to assign units to certificates, there are three different ways of doing that. Keep reading this article to learn more.

Option 1: General tab

Step 1: Double-click the certificate line corresponding to the item you want to make changes to.



Step 2: Go to the tab General and you’ll find the option to select one or more units related to the certificate.



Step 3: Save your changes.

Option 2: Bulk unit assignment

Step 1: Select the checkboxes corresponding to the line items you want to assign the unit(s) to.



Step 2: Click on Actions, select Assign units, and choose between the available units in the dropdown menu. It's important to remember that, by assigning a new unit, you will overwrite previous assigned units.




Step 3: Save your changes.

Option 3: Individual unit assignment

Step 1: Hover your mouse over the line item you want to assign unit(s) to and, on the column Unit, click on "Assign units."



Step 2: Select the unit(s) you want to assign to the line item.



Step 3: Save your changes.


If you have any questions, please contact our Support team.