Before you can download your certs in Field Mode, you will need to make sure you have sent the certs to the user from the desktop software. See this article for steps on how you can do this.
When in Field Mode, you will be greeted by the Certificates screen. Go to ‘Download’ in the top right of the screen.
This will begin the sync. When the sync is complete, the certs should then appear on the cert list, ready to be filled in. This will also download any templates and company details that have been sent from the desktop.
Once you have filled in the appropriate certificate details in Field Mode, you will then need to upload the cert back to the office to be checked and marked as complete, you can see how to do this here.
Please note: this guide features screenshots taken from Field Mode update v1.0.44, so images/icons may differ in earlier versions.
Update your software to make sure you have the latest features and improvements. To update Field Mode, go to Help > Check For Updates.
Published: March 2019
Last Updated: November 2019
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