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Posted: Jun 23, 2010

How do I download a client's course instructions or certificate?

In Ticket In/Ticket Out > Events

Answer

If you need ready access to a client's course instructions or certificate(s) and don't want to wait for the scheduled download, you can manually execute the download once a client has completed credit counseling or debtor education. Enrollment is indicated by blank boxes that appear before the client name: CC for Credit Counseling and DE for Debtor Education. If neither box appears, see How do I enroll a client?
  1. To download course instructions or certificates for a client, highlight the client name in the Client list.
  2. In the left menu, expand the Events category, and click Get Document to download documents to the directory you specified during the Ticket-In/Ticket-Out setup.
    Note: To edit the setup of the download directory, see How do I edit the Ticket In/Ticket Out Setup? Use the following indicators for CC or DE to determine the status of the client certificate:
  • A indicates that the certificate has been downloaded and is currently valid.
  • A indicates that a certificate is within 10 days of expiring.
  • A indicates that a Credit Counseling certificate is older than 180 days and has expired.


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