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Creating Valuations
Learn how to create, correct and manage valuations
Item categories in the valuation wizard
How the six item categories change the wizard steps.
Purpose and basis of value
Which basis of value each purpose allows, and how it sets the certificate headline.
Entering item details
Best practices for describing items accurately.
Diamond grading fields
How to record shape, carat, colour, clarity, cut and lab reports.
Gemstone specifications
Recording coloured gemstones, pearls and opals, including origin and treatment.
Metal types and hallmarks
Documenting precious metals, purities and hallmarks in your valuations.
Adding images and photos
Uploading item photos and choosing which ones print on the certificate.
Editing existing valuations
What you can change at each status, and when to create an amendment instead.
Amendments and superseded certificates
Correct an approved valuation without changing the certificate already issued.
Bulk operations
Managing multiple valuations at once.