JanusCRM and Certex Integration

what is certex? certex is a short term for certificate exchange it has been revolutionizing the process of acquiring and transmitting certificates of insurance online for over 20 years why the enhancement? {{januscrm}} currently incorporates automation processes that seamlessly link with certex to produce insurance certificates for our clients it also notifies our internal team about the status of these certificates this integration will enable transparent communication with clients regarding the status of their requests, allowing them to preview the document once it is prepared, and even download the file for their records feature breakdown all the requests are located within the my requests section display of all certificate requests information including its status organized by the certificate holder's name and submission date use the filters to identify specific requests pending the request has been received and it is awaiting for the certex automation to be completed in {{januscrm}} or by the certificates department the user cannot view or download the pdf complete complete the certificate has been issued automatically and it is saved in {{januscrm}} the user can now view or download the pdf for their record for further details on how certificate requests are initiated, please refer to the https //kb getjanus io/internal coi and wos requests knowledge base