Setting up Certificate Templates

Users can create their own Certificates in cieTrade by using placeholders. 

1) To begin, go to Settings> Documents> Certificate Templates.

2) Click  +New Certificate Template.

3) Enter the Certificate Title and Disclaimer or Description. You can use Placeholders to pull information from the worksheet. 

4) Click Save.

To generate a certificate, complete the following steps.

1) Go to  Brokerage or Shipping Worksheet> Documents Tab> New Document

If you have additional questions, please contact the Support Team via email to support@cietrade.net.

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