Q88 Certificates & Docs: Additional Features

About this Microlearning

Once you’re comfortable with the certificates page, Q88 offers several features that save time and keep your documents moving. This microlearning walks through them, starting from the Action menu.

You’ll group attachments into packages and email them together, export your current view to Excel, and run the summary report for an at-a-glance view of expiry dates. You’ll schedule reports to arrive by email, send offline forms to vessels so the Master can update certificate dates, and adjust certificate settings as an account admin. You’ll also get an overview of the API, which lets you update certificates and attachments in bulk through XML.

By the end, you’ll be ready to share documents and automate expiry tracking across your fleet.

Requirements & Prerequisites

  • A Q88 account with access to Certificates & Documents
  • Familiarity with the certificates page, covered in Q88 Certificates & Docs: Essentials
  • Account admin access for the Settings lesson

What you’ll learn

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Create, edit, and email packages


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Export to Excel and run the summary report


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Schedule and manage reports


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Send offline forms to vessels


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Customize settings and review API options

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