How do I manually log that I served a document
Sharing Features
If you hand over a printed document or send a file externally, you should log it manually. This ensures your audit trail is complete, even for offline actions.
Recording Service
1
Go to Timeline
On the Certificate Details page, scroll down to the Certificate Timeline section.
2
Click Record Service
Select Manage Service Records and then click Record Service.
3
Enter Details
Fill in Served To (e.g. "John Smith - Tenant"), the Method (e.g. In-Person), and any Notes.
Privacy Reminder
For data protection (GDPR), please do not record tenant phone numbers or email addresses in the "Notes" field. Keep the notes to general context only.