Watch our video about Pirform's certificate sharing features on our YouTube Channel: Pirform Certificate Sharing.
The certificate sharing features let you export your certificates to a file and import other engineer's work into your copy of Pirform. This means more then one engineer can work together on the same certificates. Common scenrios are:
- Jobs with more than one engineer.
- Getting your work reviewed by another engineer.
Pirform's export files are:
- Small and self-contained.
- Easy to share by email, Dropbox, OneDrive, Google Drive or using your own network.
- Carry the details of the engineer even if they are outside of your company.
You can export more than one certificate at a time, but generally it is best to export one at a time.
Pirform automatically generates both an export file and a PDF each time you close the certificate after saving any changes. You can adjust the location where these are saved from Pirform Options
Keep your exported certificates safe by storing then in Dropbox or OneDrive
When you select a certificate in the Home Screen then you can quickly access the most recent export file and PDF by clicking Show Export File and Show PDF Report in the ribbon.
If those appear disabled then you can easily regenerate an export file and a PDF file by clicking Refresh Exports.
Select the certificate in the Home Screen and then click Export to File:
This will open the Pirform Export Wizard. Check that the certificate(s) you want to export are selected and click Next to proceed.
By default Pirform will name the export file using the certificate type, certificate number and the date and will save the file in the certificate sharing location you have set in the program. You can change where the file is saved and how it is named if you need to.
In case you are exporting a large number of certificates and need to break the export file into smaller chunks so they can be emailed, you can do that from this screen as well.
The next screen will show you the actions you're about to perform. Review these and click Export Certificates to export the certificate(s) to the chosen file.
After Pirform has exported the certificates, click Close to finish. Pirform will open the folder that contains the exported file for you and will select that file.
Importing from a file
To import a certificates from a single export file click Import from File in the Home Screen.
This will open the Pirform Import Wizard. Click Browse to select the export file that contains the certificate you want to import, then click Next when you have done that.
Pirform will ask which certificate(s) you want to import from the file. If the certificate already exists in your copy of Pirform, the existing copy will be overwritten during the import. Pirform warns you of this and asks you to confirmbefore proceeding with the import. Click Next to proceed.
The next screen lets you review the certificates that you are about to import. Click Import Certificates to proceed.
After Pirform has imported the certificates, click Close to finish.
Importing from a folder
To import certificates from export files in a folder, open the Pirform Import Wizard by clicking Import from File in the Home Screen:
Then tick the box Import from folder:
Then, click Browse and select the folder that holds the files you want to import from.
If there folders inside the folder you select then Pirform will find and include any export files from those folders too.
Then click Next and you will be presented with a list of the certificates that Pirform has found and you can select the ones you wish to import:
Filtering by modified date
When importing from a folder, Pirform gives you the option to select only the export files that have been modified since a particular date.
This is particularly useful if you are receiving work from engineers on site and using Pirform's merge feature to bring this work into a main certificate for issue.
Pirform uses the date the file was last modifed and not the date that the file was created. This makes it easy to find export files that may have been updated by the engineer, especially when importing from the engineer's auto-export folder in Dropbox or OneDrive.
The default option is to import from all the files under the selected folder. You can also choose files that have been modified today, within the last 7 days or since a date of your choosing.