Review and issue

The last step sets out everything you have entered, and asks the two things only you can supply.

The preview

At the top, the certificate's particulars sit beside its Net worth, with the movable assets, immovable assets and liabilities it comes from. Below, each earlier step has a card of what you entered in it. Read it here rather than after exporting — this is the cheapest point at which to catch a wrong figure or a missing holding.

The three fields below sit in the Issue card, under the summary.

Select Issuing CA Firm

Which of your CA profiles signs this certificate. Its name, firm, FRN, membership number, designation and place print on the document.

Your default profile is pre-selected. Change it here if a different firm or partner is issuing this one.

UDIN Certificate Type

When you generate a UDIN for a certificate, the ICAI portal asks you to pick its type from a list of 36. This field records which one you picked, so the certificate and its UDIN filing agree. The list is the portal's, as the ICAI Handbook reproduces it in Annexure II — numbering, wording and all.

It is filled in for you from the purpose you chose when you started the certificate: a visa certificate starts at 32. Net worth Certificates for Visa by Foreign Embassy, a tender certificate at 34. Turnover Certificate. Where no entry fits, the portal's own instruction is to choose 36. Others and describe the certificate in the portal's Document Description.

UDIN Number

The Unique Document Identification Number you generated for this certificate on the ICAI portal.

What happens when you submit

Create certificate, at the foot of the step, submits it. This is the point the certificate is charged, once. You land in the A4 editor with the certificate laid out as it will print.

If anything required is missing, OptiVida names it and submits nothing. The step list shows which step it is on.

1. 1

   Check the summary and the net worth

2. 2

   Choose the issuing firm

3. 3

   Enter the UDIN

4. 4

   Choose Create certificate

   You arrive in the editor.
5. 5

   Adjust the wording if you want to

   Optional. Most certificates need nothing.

6. 6

   Export the PDF

   This is the point the document exists. Exporting is free, and so is exporting again.

Generating this certificate costs credits. You are shown the exact cost in the confirmation before it runs, and the current price list is on Settings → Credits and billing.