Telstra Trades Assist can help you share your Certificate of Currency with a customer to confirm the details of your current insurance policies.
You can attach it directly to a quote you will send to your customer, or display it while speaking to someone in person.
This article will show how to share your Certificate of Currency on an iPad or iPhone.
Tip: These options will only be visible if you have attached a copy of your Certificate of Currency to your insurance policy on the Admin Console. To learn how to do this, click here
Viewing and Sharing the Certificate of Currency in the iPhone or iPad App
Tip: Coordinate with workers and global admins to share an Insurance Certificate of Currency in the my business section of Telstra Trades Assist, as the primary account holder is the only one who can access this section of the app.
- Log into the Telstra Trades Assist iPad or iPhone app (this must be the account holder)
- The insurance policies will be listed
- Tap a policy to view its Certificate of Currency
- Tap to share the certificate with the standard iPad or iPhone sharing options including AirDrop, Message, Email, etc.
Tip: Attach an Insurance Certificate of Currency when creating a quote on your iPad or iPhone App if need be. Learn how to do this here