When you export a pay request, you can include an item's certificate documents so the certification package travels with the invoice. The certificate documents are added to the end of the invoice document.
How to include material certificates in a pay request
You set this in the pay request's export settings when you export it.
In the pay request export settings, choose the PDF format.
Turn on Include Material Certification PDFs?.
Export the pay request.
The certificate documents are added to the end of the invoice document.
Note: Only PDF certificates are added to the pay request document. Spreadsheet files (XLS, XLSX, ODS, and CSV) are stored with the certification but are not added to the invoice document.
For a large set of documents, Oversite prepares the export in the background and emails you a link to download the finished document when it is ready.
Troubleshooting
My certificate did not appear in the pay request document.
Only PDF certificates are added to the pay request document. If a certificate needs to travel with the invoice, attach it as a PDF. Spreadsheet files are stored with the certification but are not added to the invoice.
I do not see the option to include certificates.
The option appears when you choose the PDF export format. Select PDF, then turn on Include Material Certification PDFs?.
My export has not arrived.
A large set of certificate documents is prepared in the background. Oversite emails you a link to download the finished document when it is ready.