The system automatically runs a scheduled action daily to check for expiring certificates and licenses. When an item reaches the "Expire Reminder Day" threshold, its state changes to "Expired Soon" and an email notification is sent to the customer. When the expiry date passes, the state changes to "Expired" and another notification is sent.

Yes, you can generate professional PDF reports for both certificates and licenses. Open any certificate or license record and click the "Print" button in the top menu. The system will generate a formatted PDF report containing all details including customer information, dates, project/task details, and any internal notes or achievements.

In the certificate or license form, there's an "Expire Reminder Day" field. Enter the number of days before expiry when you want to be notified. For example, setting it to 30 means the system will change the status to "Expired Soon" and send notifications 30 days before the actual expiry date.

Use the search bar to search by certificate/license number, customer name, project, or task. The module provides filters for "Expired", "Expired Soon", "Active", and "New" status. You can also use the "Group By" feature to organize records by customer, state, type, issued by, project, task, user, or company. Managers can use the "My Certificates" or "My Licenses" filter to see only their records.