Finding, versioning and deleting
Where your certificates live, downloading an earlier version, and editing versus regenerating.
Where certificates live once issued, and what you can do with them afterwards.
Finding one
- The Certificates page
What you have issued across all clients, the latest fifty, newest first. Search finds a client by name, and Family narrows the list to one family of purposes. Drafts are not listed here.
- A client's Certificates tab
Clientspick oneCertificates — just theirs, drafts included.
- The dashboard
Unfinished drafts, under Drafts to resume.
The certificate's page
Opening one shows the client and the issuing CA, its net worth with the asset breakdown, and its document history. Edit, Regenerate and Delete sit at the top.
A draft's page offers Resume in their place. A draft is issued in the wizard, with Create certificate, never from the editor: that is where it is checked, its schedules stored and the credit charged.
Note
An Income Tax Verification Certificate has no net worth section on its page, and a dash in the list's Net worth column. It records no assets, so there is nothing to total.
Document history
Every export is listed with the time it was produced, and every one can be downloaded. Nothing is replaced.
If a client says the certificate you sent differs from the one they have, this is where you settle it.
Edit, or regenerate?
- EditWording
Reopens the A4 editor. Use it when the words need to change.
- RegenerateFigures
Returns you through the wizard, so the totals recompute from the corrected figures. Update certificate, on the last step, saves the change and rebuilds the certificate's text from it. Wording you changed in the editor is replaced; the page margins and letterhead are kept. The wizard says so on its last step.
The rule: if the number is wrong, regenerate. If the sentence is wrong, edit. Do the figures first: an update replaces the wording, so an edit made before it is lost.
Note
Editing a schedule figure in the editor changes the printed page but not the data behind it, so the total will not follow. That is why a wrong figure always means the wizard.
Either route ends in a new export, which is added to the history. Neither costs an additional credit.
Deleting
A certificate can be deleted from its own page. You are asked to confirm.
Warning
Deleting removes the certificate and its document history. If you have issued it to a client, keep it — a certificate you cannot produce again is a poor position to be in if it is ever questioned.
Drafts
An unfinished wizard is a draft. It sits on your dashboard under Drafts to resume, costs nothing, and can be picked up whenever the client sends the rest.
Drafts that are never going anywhere can be deleted the same way.
Last updated 30 Sept 2026
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