Viewing your policies in Graph View or List View

Viewing your policies in Graph View or List View

When you initially open Certificial, you will land at your “Share Policies” tab.  Here you can view your policies in one of two formats – “Graph View” or “List View”.

By selecting “Graph View”, you can see a colorful depiction of which policies you have shared with which certificate-holders or requestors.  The graph draws a line between the policies on the left side of the graph and the Certificate-Holders on the right side of the graph. 

By selecting the name of the Certificate-Holder, you can drill down and see detailed information about the policies you have shared with that party.  

By selecting “List View”, you can see a record of all the companies or individuals with which you have shared your policies.  Select the company on the left to see specific policies shared.  As with the “Graph View”, you can drill down and see detailed information about specific policies by selecting the policies themselves.