Home Clients How to Generate a Confirmation of Registration Renewal Document

How to Generate a Confirmation of Registration Renewal Document

Last updated on Feb 03, 2026

After a client renews their registration, a Customer Service Representative–or CSR–should generate and download the client's Confirmation of Registration Renewal document for internal recordkeeping.

Required permission(s): client_read, client_update

  1. In the Clients module, select a client with a recently renewed registration. This opens the Client's Profile.

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  2. Scroll down to the Documents section and click Generate.This opens a menu of options.

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  3. Select Registration Renewal to generate a Confirmation of Registration Renewal document. The new document will appear in the table in the Documents section.

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  4. Click Download to download the document in PDF format.

A CSR can also generate and download a Confirmation of Registration Document or a Confirmation of Registration Amendment Document.