Create a Certificate with a Template

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A certificate template simplifies creating a new certificate by reusing existing information, such as consignors and consignees.  You may add, update, or delete certificate templates at any time.

To start a new certificate based on a template, complete the following steps:

 

1.Under the Create Certificate link, select With Template.
RESULT:  The Manage Certificate Templates page appears.

 

2.Select the template you wish to use for this certificate by clicking the Start New Cert button next to the template name.
RESULT:  The Certificate Content page appears.

 

3.Select the country from the Destination Country drop-down list.
RESULT:  The Certificate Content page refreshes with the next step.

 

4.Choose the Commodity Type, Intended Use, and Type of Admission selection and click the Next button.
RESULT:  The General page appears.

 

NOTE:  The Destination Country and Commodity Type cannot be changed for this certificate after clicking the Next button.

 

5.Enter the required information on each of the Certificate Step by Step pages.  When complete, use the Summary/Submit link to submit the certificate.  If you would like to finish the certificate at a later time, you may save the certificate as a work in progress.

 

HELPFUL HINT: You may enter certificate information in any order by selecting the links at the left of the screen; for example, you can enter Certificate Content information and then General information.  In this Help file, data entry into the certificate will be explained sequentially as if using the Next button.  At the bottom of each page the Previous, Save as Work in Progress, and Next buttons are available.