How to delete a certificate

How to delete a certificate

In case you want to delete one or more certificates, follow the steps below.

Step 1: Navigate to the "Certificates" tab.

Step 2: Using the checkbox located on the left hand-side of the element title, select the certificates you want to delete; to select all certificates within a section, click on the checkbox next to "Element."


Step 3: Click on "Actions," and then "Delete."



Step 4: You will be asked to confirm your choice; if you are sure, click on OK.



Step 5: Your changes will be saved.

However, if the option to delete certificates is not available to you, it is possible that your role has a more restrictive access to the platform. In that case, a manager should have the ability to edit your current role or assign you to a different role.


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

    • How to create a certificate reminder

      Option 1: Double-click the certificate line (individual assignment) If you want to create reminders for one certificate at a time, please follow the steps below. Step 1: Double-click the certificate line corresponding to the item you want to make ...
    • Why can't I delete a project?

      If you are unable to delete a project, it means you might not have the necessary rights. To change that, a manager needs to edit your permissions within Company Settings, following the steps below. Step 1: In Company Settings, under Team or External ...
    • How to upload a certificate

      Add your Certificate by double-clicking the Certificate line After you have created the certificate line (see option 1 or 2), you can double-click the corresponding line and a sidebar will appear. Within that sidebar, there will be five tabs. In this ...
    • Can I delete a contact from the bid?

      Yes, you can delete a contact from a bid. To do so, follow the steps below: Step 1: Go to the bid room within the tab Manage Bids. There, you should see a three-dotted icon on the top right-hand corner of the listed bidders. Step 2: By selecting the ...
    • Bulk actions within certificates

      When multiple certificate line items are selected, it is possible to use bulk actions, reducing repetitive manual work and time spent updating each individual line. These are the options: Deselect all: deselects all checkboxes. Add inspection: adds ...