Common Tasks

Register ETAS

Register ETAS to receive a Contractor Code and password that can be used to sign off certificates and generate full reports .

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Engineer Setup (Settings Dialog)

  1. Close any open certificates.
  2. From the File menu choose Settings .
  3. Click Mode, then select Engineer/Inspector.
  4. Click Contractor Details then enter your Contractor Code, company name, and address details on the General tab.
  5. Click Engineer Details, then enter your details and and meter numbers.
  6. Click OK.

Contractor Setup (Settings Dialog)

  1. Close any open certificates.
  2. From the File menu choose Settings .
  3. Click Mode, then select Electrical Contractor.
  4. Click Contractor Details then enter your Contractor Code, company name, and address details on the General tab.
  5. Click Contractor Details, select the Report Graphics tab, then select "Logo".
  6. Click "Choose" to import your company logo image. This will be stamped in the top left corner of an Electrical Condition Report or an Electrical Installation Certificate.
  7. Select "Signature" then click "Choose" to import your signature image. This will appear in the signature section on an Electrical Condition Report only.
  8. Select the Report Boilerplate Text tab, then click "HEADER2" and edit the header text being careful not to make any changes to field items enclosed by "{}".
Note:
If you are not an approved contractor with an approved body then you will need to delete this paragraph. If you are, make the necessary changes. Any changes made will show in the right hand Preview screen.
  1. Click "EXTENT" and confirm you are happy with the boilerplate text.
  2. Click "DECLARATION" and change the name and position of the person responsible for the reviewing the data and producing the Electrical Condition Report. Again, do not make any changes to field items enclosed by "{}".
Note:
Do not worry at this point that the test engineer's name does not appear in the right hand preview screen.
  1. Click "FOR_DESIGN" and insert your current BS 7671 amendment number. Do the same for "FOR_CONSTRUCTION", "FOR_INSP_TEST" and for "FOR_ALL".
  2. Click "DECLARATION CMP". Again, do not make any changes to field items enclosed by {....}. Change the name and position of the person responsible for the reviewing the data and producing an Electrical Installation Certificate only.
  3. That's it, all finished. Click "OK". If you want to make any changes in the future you can do so. Any changes made will not be reflected in any previously "Signed-Off" certificates or reports.
Now see:
Contractor / Engineer Guide.

Engineer-Contractor Setup (Settings Dialog)

  1. Close any open certificates.
  2. From the File menu choose Settings .
  3. Click Mode, then select Engineer.
  4. Click Contractor Details then enter your Contractor Code, company name, and address details on the General tab.
  5. Click Engineer Details, then enter your details and and meter numbers.
  6. Click Mode, then select Electrical Contractor.
  7. Click Contractor Details then enter your Contractor Code, company name, and address details on the General tab.
  8. Click Contractor Details, select the Report Graphics tab, then select "Logo".
  9. Click "Choose" to import your company logo image. This will be stamped in the top left corner of an Electrical Condition Report or an Electrical Installation Certificate.
  10. Select "Signature" then click "Choose" to import your signature image. This will
appear in the signature section on an Electrical Condition Report only.
  1. Select the Report Boilerplate Text tab, then click "HEADER2" and edit the header text
being careful not to make any changes to field items enclosed by "{}".
Note:
If you are not an approved contractor with an approved body then you will need to delete this paragraph. If you are, make the necessary changes. Any changes made will show in the right hand Preview screen.
  1. Click "EXTENT" and confirm you are happy with the boilerplate text.
  2. Click "DECLARATION" and change the name and position of the person responsible for the reviewing the data and producing the Electrical Condition Report. Again, do not make any changes to field items enclosed by "{}".
Note:
Do not worry at this point that the test engineer's name does not appear in the right hand preview screen.
  1. Click "FOR_DESIGN" and insert your current BS 7671 amendment number. Do the same for "FOR_CONSTRUCTION", "FOR_INSP_TEST" and for "FOR_ALL".
  2. Click "DECLARATION CMP". Again, do not make any changes to field items enclosed by {....}. Change the name and position of the person responsible for the reviewing the data and producing an Electrical Installation Certificate only.
  3. That's it, all finished. Click "OK". If you want to make any changes in the future you can do so. Any changes made will not be reflected in any previously "Signed-Off" certificates or reports.
Now see:
Contractor / Engineer Guide.

Client Setup (Settings Dialog)

  1. Close any open certificates.
  2. From the File menu choose Settings .
  3. Click Mode, then select Client/End User.
  4. Click OK.

Using a Custom Data Folder Location

By default, ETAS stores certificate data under the folder you selected when installing the program.

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If you want to use a different location, e.g. a network share, follow the steps below.

  1. On the Folders pane, from the File menu choose Settings -> Other.
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  1. Click Change, choose a destination folder, then choose OK.

    • If you are wish to migrate existing data, the destination folder must be empty.

      ../../_images/migrate_dialog.jpg

      If you choose Yes in the above dialog box, any data in your old data folder will be left intact.

    • If you are pointing ETAS to an existing data folder, choose the folder that contains the Workspace.

  2. After copying any files, ETAS will restart.

Switch Between Contractor, Engineer and Client Mode

Differences Between Modes

  1. If a certificate is open, move the mouse pointer over the Folders tab.

    The Folders tree will open.

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  1. Click the File menu -> Settings .
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  1. Select Engineer, Contractor, or Client then click OK.
../../_images/position_contractor.jpg ../../_images/position_contractorjpg.jpg ../../_images/position_engineer.jpg

Search for a Specific Board or Circuit

Every board or circuit is assigned an internal number (ID) when it is created. When a board or circuit is selected in the left tree, the ID is displayed in a text box underneath on the left.

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You can search for boards or circuits by this ID.

This is especially useful when testing a large installation that takes several days and you want to be able to resume from where you left off on the previous day. At the end of day 1 take a note of the ID. On day 2 type the ID into the text box and click the "Go" button to take you straight to the relevant board or circuit.

Furthermore, by marking up electrical equipment and accessories with this number, clients and other end-users can exploit ETAS to search for a particular item and view view the supply fuse chain.

Note: You can also search by board name (e.g. 1/2L1) or partial circuit description ( e.g. "compr" [compressor] ). If is more than one match, keep clicking the "Go" button until the required board or circuit is reached.

../../_images/264b_search_2.jpg

Merge Two Sets of Data

ETAS can import a hierarchy of boards into the current certificate as an orphan board. This means that if you have multiple inspectors each with their own laptop they can work independently on separate ETAS files and then merge the results into one file later providing:

  • You decide beforehand which file will be the 'master' certificate (the file to which all other data will be appended).
  • Care is taken when dividing the workload (restrict to "complete" boards and their circuits and not to any boards and circuits already started on the original data)

In the example below we create a switch fuse for importing back into the 'master' certificate.

  1. Create the master certificate and distribute copies to your fellow inspectors.
  2. Click on the file and "Copy To" to your desktop or folder and give your fellow inspector(s) this copy.
../../_images/253a_copy_data_to_2nd_lap_top_1.jpg
  1. The second inspector, let us call him Bill, now imports the master certificate into his "Workspace" and opens it.
  2. To save confusion later, Bill edits the client name.
../../_images/253b_change_client_name.jpg
  1. Now the second inspector (Bill) can enter data. I would suggest that this is restricted to "complete" boards and their circuits and not to any boards and circuits already started on the original data. Let us create a switch fuse on this data for importing back into the primary data. For the field "Board Fed From" change this from "TODO" to "Unknown", this will allow the inspector to enter all the data but will leave the the "board(s)" created below the line.
../../_images/253e_moving_board_to_primary_data_set.jpg
  1. When the second inspector has entered all his data and is ready to export back to the primary file, carry out the reversal of the above with regards to "Copy To" and the importing of the file. Once imported and open, you can see here the "primary" data set and Bill's data set open, having Bills boards tested, below the line.
../../_images/253d_Primary_file_showing_both_data_sets.jpg
  1. With the "board" to be moved highlighted, with your mouse holding down the left button, drag the board up to the folder header of the primary data set (smaller mouse arrow with file attached, being dragged to file header of the primary data set denoted with the larger mouse arrow).
../../_images/253e_moving_board_to_primary_data_set.jpg
This will copy the data into the primary data-set.
  1. Now that Switch fuse B is on the primary data set below the line, we will apply the supply to it. If it was fed from the DNO, go to "Board Fed From" as described earlier and choose DNO.
../../_images/253f_board_from_dno.jpg
Or if, as in this case, it is being fed from Distribution Board 1 fuseway 3L1, with the switch fuse highlighted, using your mouse having the left mouse button pressed, pick up the switch fuse and drag it onto fuseway 3L1.
../../_images/253g_board_fed_from_fuse_way_3L1.jpg
  1. Now that the switch fuse has been moved to fuseway 3L1 you will need to enter the data for fuseway 3L1.
../../_images/253h_switch_fuse_moved_onto_3L1.jpg
  1. If this was a multi-phase "board", you would have enter the other phaseways as normal, including confirming the "Board Fed From".

Change the Board or Circuit Order

The order of the boards in the left tree in the certificate window is the order in which they are printed on reports. By default this is the order in that they were created. In most cases on a large site, the order in which the boards are created will not reflect the actual installation, so you will likely want to reorder boards.

Let us say that you have started on a site and you were not at the time able to start at the main intake, but started at distribution board 3, which is now shown as the top board. The remaining boards are unordered so you wish to re-order the list.

../../_images/253i_re_order_board_1.jpg

Let us first move Switch Fuse A to the top.

  1. In the left tree, move the mouse pointer over Switch fuse A and hold down the left mouse button to start dragging.
  2. Drag upwards and release the left mouse button when the mouse pointer is between "Boards" and "Distribution Board 3".
Note:
The mouse pointer changes to a "No Entry" sign if the pointer is in an invalid location.
../../_images/253j_re_order_board_2.jpg
  1. Drag "Distribution Board (Metal Clad): 1" to between "Switch Fuse A" and "Distribution Board 3".
../../_images/253k_re_order_board_3.jpg
  1. Continue reordering boards until they are in a sequence that best represents the installation.
../../_images/253l_re_order_board_4.jpg

Generate a Bill of Materials

As an inspector you may be asked to list a bill of materials and labour times to carry out the remedial works during or following your inspection. ETAS can export a list of observations to a file that you can edit using OpenOffice (free download).

  1. Click print icon (Print) on the toolbar, select "Bill of Materials", then click "Print".
../../_images/251_bill_of_materials.jpg
This will create a spreadsheet file that contains a list of observations recorded.
  1. Open the file created above in OpenOffice and edit fill in the materials/time columns etc.

    To insert a new row, right-click the row below and choose Insert Row.

../../_images/252_bill_of_materials_spreadsheet.jpg
If you have multiple inspectors on a site with only one laptop, or if it is inconvenient to use a laptop on site, this feature will print out board schedules and blank test result sheets. It will have any information gathered filled in, except for any test results (these fields will be empty). When filled out by hand, this data can be copied from for entering onto the laptop at a convenient time.

Generate Board Schedules

Follow these steps if you wish to supply updated board schedules while on a site. The board schedule sheet will contain the board specification, complete with the board test results and the circuit specifications.

  1. Click the print icon button.
  2. In the Print dialog, select "Board Schedules", then click "Print".
../../_images/254_Board_schedules_1.jpg

Your default PDF viewer will now be launched to view the generated PDF file.

../../_images/255_board_schedule_sheet.jpg

Restore an Autobackup

ETAS will make rotating backups of the currently open certificate at regular intervals (default every 10 minutes, last 9 copies preserved) so if you lose or accidentally delete data you can restore a backup copy.

Note:
Autobackups are not a substitute for making regular backups. This feature backs up files into the same folder as your Workspace and Vault folders. Therefore, as good housekeeping, always back up your files onto another medium for security.

Restoring a backup will overwrite the current copy of the file.

  1. From the "File" menu in the Main Window, select "Open Backup Folder".
../../_images/256_Backup_1.jpg
Explorer will open showing the contents of the backup folder.
../../_images/257_Backup_folder.jpg
  1. Drag file you wish to restore and drop it in the ETAS Worskpace folder. A confirmation dialog will be displayed. Click OK.
../../_images/258_confim_import.jpg
Note:
Restored files will not overwrite any existing data (if there is a name conflict when importing the imported filename will be appended with a number).
../../_images/259_Backup_imported.jpg
  1. You can now if you wish, delete the original data set if you are happy with the imported auto backup copy.
../../_images/260_Delete_original_file.jpg
Once the "Delete" button is pressed, a screen will appear asking you to confirm the deletion.
../../_images/261_Confirm_delete.jpg

As a secondary precaution, any deleted files are stored in the ETAS "Trash" folder from where they can be restored. If you delete from your "Trash" folder, they will disappear completely.

../../_images/262_Trash_can_view.jpg

List All Boards

If when testing a large installation and you find the tree list view awkward, click the "Show All Boards" button on the toolbar and to display a list of all boards.

../../_images/263_show_all_boards.jpg

Clicking a board in the left column will display the circuits on that board on the right. Use the up and down arrow keys to cycle through the boards. Where a board feeds another board, press the right arrow key to scroll into that board. Press the left arrow key to scroll out.

Double-clicking on a board or circuit will navigate the left tree to take you directly to that item and show its contents in the right pane.

../../_images/263b_all_boards_2.jpg

Click the + and - buttons in All Boards view to increase or decrease the number of columns. The Colorise button will try and color-code the circuits to help you identify common phaseways.

../../_images/263c_all_boards_expanded.jpg

Filter ETAS Files by Filename

In the Main Window you can apply a filter to the contents of the Folders pane to search for certificates.

In the "Filter" text box enter a keyword ( client name, site name, engineer's initials, date or job number etc.), then press Enter on your keyboard.

The tree will be refreshed showing only filenames that contains the keyword.

To clear the filter, delete the contents of the "Filter" textbox and click Refresh.

../../_images/265a_filter_1.jpg

Extract a Working Copy

  1. In the Vault folder,right-click the certificate and select "Extract Working Copy".
../../_images/extract_working0.jpg
The Extract dialog box will appear.
  1. Confirm what will be extracted.

    As this is a working copy, the test results will be included (you may deselect any items if required).

    Checkboxes that are greyed out are disabled to preserve the integrity of the original data.

../../_images/extract_working1.jpg
  1. Click OK.

    The working copy will be extracted to your Workspace folder.

../../_images/extracted.jpg

Retest an Installation

As a Client or a Contractor, you can extract a working copy from a signed-off certificate (e.g. from the Vault) in order to retest an installation.

  1. In the Vault folder, right-click the certificate and select "Extract Site data For Retest".

    The Extract dialog box will appear.

../../_images/267a_retest_1.jpg
  1. Confirm what will be extracted.

    As this is a retest, the following information will be blanked out by default in the working copy:

    • Contractor details
    • Engineer details
    • Job code details
    • Test results

    Checkboxes that are greyed out are disabled to preserve the integrity of the original data.

../../_images/267b_retest_window.jpg
  1. Click OK.

    The working copy will be extracted to your Workspace folder. You will now need to send this file to the Contractor (if you are a Client) or to the Inspector (if you are a Contractor) who will be performing the test.

    If you open the working copy you will notice the Report Number now has X characters in place of the Job Code/Contractor Code etc.

../../_images/267c_main_details_deleted.jpg
The wiring and fuse specification of boards and circuits has been retained (the skeleton of the electrical installation), but the original test results and observations have been deleted. This will save the Inspector substantial time in not having to re-enter data, except for any changes to the "skeleton" and the test results. This will also substantiate that the results are "new" and not the original, thus saving the Contractor and/or Inspector being called into question as to whether the results are from the original data.
../../_images/267d_test_results_deleted.jpg
Afte receiving the working copy, the Inspector double-clicks the file to launch ETAS. A message is displayed to confirm that the file should be imported into the Inspector's Workspace folder.
../../_images/267e_importing_data_set.jpg
After the Inspector clicks OK, a message is displayed to confirm that the Inspector will take ownership of this data. Clicking OK will stamp the the Inspector's Contractor Code, name, initials and test meter serial numbers onto the working copy.
../../_images/267f_taking_ownership.jpg
The working copy will now look like below, with the Contractor's code and Inspector's details filled in. You will need to enter your new internal job code, therefore, go to the "Edit" button under "Report Number/Job Code" and insert the new number.
../../_images/267g_new_job_code.jpg
If you wish to change the type of report, you may also "Edit" the "Report Type" here.
../../_images/267h_change_type_of_report.jpg

Create a Fresh Electrical Installation Certificate

This certificate is designed for a completely new installation (new, additions, alterations or remedial works).

  1. In the Main Window, from the File menu choose "New".
  2. From the Type of Report drop-down list, select "Electrical Installation Certificate".
../../_images/268a_Completion_cert_new.jpg ../../_images/268b_choosing_cert_type.jpg

Extract an Electrical Installation Certificate from Existing Data

Note:
Please read the whole of this section!

If you are extending or making changes to an installation you can generate an Electrical Installation Certificate (EIC) from existing data in two ways:

  • From a signed off certificate
  • From a working copy

The end result in both cases will be an unsigned-off EIC that should be passed to a Contractor/Inspector for the changes/alterations to be recorded and certified.

  1. In the Main Window, right-click the certificate then select "Extract Electrical Installation Certificate".
../../_images/269c_create_EIC.jpg
  1. Confirm which items will be included then click OK.
../../_images/269b_extract.jpg
A new EIC will be created in the Workspace and selected in the tree. This file should be passed to the Contractor/Inspector.

Fill an Electrical Installation Certificate (EIC)

This procedure outlines how an Inspector should finalize an unsigned-off Electrical Installation Certificate (EIC).

  1. Open the certificate.

    The first time you open an EIC, a dialog box will appear prompting you to take ownership of the certificate. Click Yes to stamp your Contractor Code, name, initials and test meter serial numbers on the certificate.

../../_images/269g_completion_cert_engineer_taking_ownership.jpg
  1. You will need to assign this certificate a new tracking number so on the certificate right pane under Report Number/Job Code, click the Edit link.

    The Job Code dialog is displayed.

../../_images/269f_new_job_code.jpg
  1. Enter a new Job Code then click OK.

If this EIC was created by extracting the data from an existing certificate, any observations and recommendations present on the original will be inherited. Inherited observations are recorded automatically on the report.

Observation pages produced as part of this certificate are in addition to section: "COMMENTS ON EXISTING INSTALLATION (in the case of an addition or alteration see Section 633)" as per page 391 of the IEE Regulations and in compliance with Regulation number 633.2 (page 196)

"The Contractor or other person responsible for the new work, or a person authorized to act on their behalf, shall record on the Electrical Installation Certificate or the Minor Electrical Installation Works Certificate, any defects found, so far as is reasonably practicable, in the existing installation."

This wording is applied to all Observation pages of the certificate.

../../_images/269f_1_a_observation_report.jpg
  1. Therefore, where observations are inherited, they will be recorded automatically; you will need to record any further "manual" observations if found.

    When this has been carried out, you will be in full compliance with the Regulations in regard to an existing installation and the production of a Certificate.

../../_images/269h_data_set_open.jpg
  1. In the Certificate Window left tree select "Installation Details". On the "General" tab under "Purpose" select the purpose of the certificate.

  2. If you chose "Addition.." or "Alteration.." above, fill in the "Comments on Existing Installation" section.

    Example

    "See Sections M & N. for observations & recommendations inherited from a previous report on the existing installation."

../../_images/269i_suggested_comment_on_an_existing.jpg
  1. Click on the "Extent" tab and fill out the details of the works carried out and choose the relevant "Particulars of Signatories......" etc.
../../_images/269j_extent_of_installation.jpg
  1. To finalize the Certificate, click the check compliance icon button.

This will bring up any "Unassigned Observations" if found, (there should not be any) as it is a new installation, but may appear if this was an inherited data set from a Client/End user.

You may wish to create an Electrical Installation Certificate when carrying out remedial works from an existing Electrical Condition Report data set.

Let us carry out remedial works on the observations chosen.

  1. Click on the Unassigned Observation to navigate to the relevant board or circuit.

  2. Record the changes made.

    In the example screenshot below the protective device requires derating for both excessive earth loop impedance (0.4 Ω recorded with 0.29 Ω allowable) and for the current carrying capacity of the cable (57 amps). The protective device will be changed to a 50 amp BS60898/B.

../../_images/270a_certify_remedials.jpg
  1. Repeat steps 1 and 2 for all remedial work undertaken then click the check compliance icon button again.

    In our example, the circuit now passes the Compliance Check. Any auto observations rectified such as this will become italicized.

  2. Rectify italicized observations. Select the observation then click the "Rectify" button.

    If left like this, the italicized observations will not show on the report, therefore click on the "Rectify" button and fill in the date of rectification.

../../_images/270b_rectify_by.jpg

../../_images/270c_rectify_signed.jpg
The screenshot below shows the section "Observations and Recommendations" which is now an extension of "Description and Extent of the Installation" part of the Electrical Installation Certificate.
../../_images/270d_report_showing_recified.jpg
  1. In the left tree select "Installation Details" then click the "Extent" tab and fill in the details with the suggested wording or similar when carrying out rectification works. For example as below - "This certificate is limited to remedial works carried out as initialled BJ under the column Rectified By and dated 20/03/2013. Where required, data has been updated."
../../_images/270e_extent_of_installation_updated.jpg
  1. Fill out the "Schedule of Inspection".
Note:
The schedule of inspection only relates to the work that you carry out and is not affected by any existing/inherited observations.
  1. Finally, click the check compliance icon button to ensure that there is no missing data or unassigned automatic observations.

    If everything is complete, the certificate status will change to "Complete" and green ticks will be displayed on all the board and circuit icons in the left tree. This indicates that the data is ready to be reviewed and signed off by generating a report.

../../_images/270f_schedule_of_inspection.jpg

Change the Client and Site Details

The client/site name and address are printed on the first page of the report.

  1. In the Certificate Window left tree, select the topmost node to display the certificate pane.
  2. In the right pane under "Client" or "Site" click the Edit link.
  3. Edit the details then click OK.

Change the Job Code

  1. In the Certificate Window left tree, select the topmost node to display the certificate pane.
  2. In the right pane under "Report Number / Job Code" click the Edit link.
  3. Edit the code then click OK.

Deleting Items

Delete a Board

Deleting a board will delete all its circuits and any downline boards. Be careful!

To delete a Board, in the left tree right-click its icon then select "Delete" -> "Board".

Delete a Fuseway

Deleting the last fuseway will delete the highest numbered phaseway group on that board.

On a multi-phase board this action will delete multiple circuits, and all split circuits and/or downline boards. Be careful!

To delete the last fuseway on a board, in the left tree right-click on the board or one of it's circuits then select "Delete" -> "Last Fuseway".

Collapse a Board in Tree

When there are many circuits on a board, it can sometimes be useful to collapse the downline circuit nodes to display the board node.

To collapse a board, right-click a circuit on that board then select Collapse Board.

Generate a Report and Sign-Off a Certificate

Follow these steps to generate an ETAS file with a PDF report attached and a read-only 'snapshot' of the actual certificate data used to generate that report.

  1. In the Certficate Window, click the print icon button.

    The Generate dialog is displayed.

  2. Under Report Format, select Final.

  3. Under Log In, confirm or enter your Contractor Code and password.

  4. Click "Sign In".

  5. Confirm how much you will be charged for this report, then click "Generate".

  6. Click Close.

  7. Click Close.

    Your default PDF viewer application will be launched to display the generated PDF Report and the signed-off certificate will be saved in your Vault folder and displayed selected.

Generate a Draft Report

Follow these steps to generate preview report that includes a certificate section but no circuit asessment sheets.

  1. In the Certficate Window, click the print icon button.

    The Generate dialog is displayed.

  2. Under Report Format, select Draft.

  3. Click "Generate Draft".

    Your default PDF viewer application will be launched to display the generated PDF Report.

Delete a Certificate

In the Main Window, right-click a certificate then choose Delete.

Files deleted from the Workspace or Vault are moved to the ETAS Trash folder.

Files deleted from the ETAS Trash folder are deleted permanently.

Copy or Move a Certificate

In the Main Window, right-click a certificate then choose "Move To" or "Copy To".

Locate a Certificate on Disk

In the Main Window, right-click a certificate then choose "Show Folder". Windows Explorer will open on the folder that contains the certificate.

Import a Certificate

Right-click anywhere in the Main Window tree then choose "Import".

Extract Attachments Here

In the Main Window, right-click a certificate then choose "Extract Attachments Here".

➲ Next: Dialogs.