Before creating the certificate

Check that the project name, site address, client details, completion status and any client sign-off record are accurate. If a visual plan is linked, the certificate can include it as a completed works reference.

Generating the handover PDF

1. Open the completed project.
2. Use the handover or certificate action available on the project.
3. Review the generated Certificate of Completion PDF.
4. Check the project, client, completion date, declaration and signature section.

Storing the final record

Keep the certificate with the project record after final checks. If the client signature has been captured, confirm the signature and completion date display as expected before treating the certificate as the final handover record.