Export Certificates in Bulk from Projects/Resource Requests

The Export Certificates in Bulk feature allows you to quickly gather all compliance documents for confirmed personnel on any project or resource request. 

Important Notes

  • The export contains only relevant mandatory and desired certificates for each personnel's specific role.
  • All confirmed personnel are included regardless of their engagement dates.
  • All certificate statuses are exported: Approved, Pending verification, Rejected, Expired, and QuickVerified.
  • The feature works across all project types: Active, Draft, Archived, and Past projects.
  • Sensitive certificates and documents marked as 'Do not display' are automatically excluded to maintain security.
  • Personnel engaged in multiple roles will have separate folders for each role they're confirmed to.
  • Files are organised in a hierarchical folder structure by project and role with standard naming conventions.

 

Click on Projects to view your list of active, draft, and past projects.

 

From your list of projects, find the specific project you want to export certificates for. Click the ellipsis icon and select Export personnel certificates.

 

A notification message will appear that the export is in progress.


Once the export is complete, a link to download your certificates will be sent to the email address associated with your MyPass admin account.

Note: The email link is only valid for 24 hours. For more information, go to How to Download a Report via Email Link.

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