New Filters for Generating and Sending Certificates

Filter Options for Sending Certificates

Our system is built to automatically sort Certificates according to the licenses that appear on a person’s profile.

However, sometimes a state Certificate needs to be sent to someone without that license, but that attorney can present the Certificate for credits claimed through reciprocity. Similarly, an attorney may be in a pre-admission period and be entitled to credit even before the license is on their profile.

Initially, the view defaults to filtering by those who have the matching license.

There is also an option to send a Certificate to everyone in Attendance by selecting All Attendees.

Things to Know:

• The choices selected are per jurisdiction. Example: You can opt to send a New York Certificate to all Attendees while also choosing to only send a California Certificate to just those licensed in California.
• If you choose to add Uniform Credits to a program, this Certificate will be awarded to everyone, but you can choose not to send it.
• After sending the email, the view will return to filtering by those who have the matching license. However, if you select All Attendees, you will see if it was initially sent to everyone because you will see the generated Certificate.