What’s the difference between the “Add New Certificate” and “Add New Property” buttons in Quick Actions?
The two buttons serve different starting points: "Add New Certificate" goes straight to upload for existing properties, while "Add New Property" creates the address first, then prompts for certificates.
Workflow Walkthrough
"Add New Certificate" Flow
Click "Add New Certificate"
Opens certificate upload form immediately
Select Property from Dropdown
Choose from your existing properties
Fill Certificate Details
Enter certificate type, dates, and information
Save Certificate
Return to dashboard with updated stats
"Add New Property" Flow
Click "Add New Property"
Opens property registration form
Enter Property Details
Add address, property type, and basic info
Save Property
Property is registered in your portfolio
Prompted to Add Certificates
Guided to upload certificates for new property
When to Use Which Button
| Scenario | Best Button | Why This Choice |
|---|---|---|
| Adding certificate to existing property | Add New Certificate | Property already exists - go straight to certificate upload |
| Renewal certificate for current property | Add New Certificate | Quick upload without creating new property entries |
| Just acquired a new rental property | Add New Property | Need to register the address before adding certificates |
| Setting up CertNudge for first time | Add New Property | Systematic setup - properties first, then certificates |
| Expanding portfolio with new purchase | Add New Property | Complete property onboarding with guided certificate setup |
Property Selection in Certificate Upload
Existing Property Dropdown
When using "Add New Certificate," you'll see a dropdown containing:
- All your properties: Complete list of registered addresses
- Searchable dropdown: Type to find specific property quickly
- Address display: Clear property identification
- No duplicates: Only properties you've already created
Example property dropdown
Guided Property Setup
After Property Creation
When you create a new property, CertNudge guides you through certificate setup:
- Automatic prompt: System suggests adding certificates after property creation
- Certificate recommendations: Common certificates for property type suggested
- Streamlined flow: Pre-selected property in upload form
- Complete setup: Ensures new properties have compliance coverage
Efficiency Tips
For Existing Properties
- Use "Add New Certificate" for fastest upload
- No need to create properties you already have
- Quick renewal workflow for certificate updates
- Direct to upload form saves navigation time
For New Properties
- Use "Add New Property" for complete setup
- Systematic property registration with guided flow
- Ensures proper organisation from the start
- Comprehensive onboarding for new acquisitions
Clear Workflow Separation
The two buttons create distinct workflows: certificate-first (when adding to existing properties) versus property-first (when setting up new addresses). This separation keeps the interface clean while accommodating both quick updates and comprehensive property onboarding.