How to Edit a Certificate Holder

Posted on by Eddie Price
  1. On the Client Main Screen, go to the Commercial tab.
  2. Click on the Certificate button at the bottom of the policy list.
  3. Add a new certificate or open an existing certificate. Click on the Add/Change Certificate Holder button in the top left section of the screen.
  4. Select the Certificate Holder you would like to edit.
  5. Click the View/Edit button.
  6. Make desired changes to the name and/or address of the certificate holder.
  7. Close the screen to save your changes.