Customize your SmartCert layout

Choose the data that is important to you and how you'd like it organized

SmartCert's Layouts feature lets you choose and organize the data you want to generate from importing documents, prioritizing what is most important to you and your customers.

Each account on SmartCert has an extensive default layout in place. Companies can choose to edit this default layout, make a copy of it and adjust it, or create their own. Clicking on the ellipsis/three dots at the end of the row of a layout allows you to change the default.

To edit a layout simply click the pencil icon. Drag any data fields you don't want to the list on the right. Search the list for any data fields you'd like to add and drag it to your layout.

 To create a layout:

1. Click “Create Layout” or click the copy icon of an existing layout (to the left of the pencil icon)
2. Give your layout a name (required) and a short description explaining its purpose (optional)
3. Use the search bar or browse the list of 240+ data fields on the right. Drag and drop your desired fields into the main layout area
4. Organize your layout by creating sections to support your review process and priority data
5. Click “Save” when you're done

You can change how your SmartCert looks by switching layouts while you’re in Edit mode.
Click Modify, then choose Layout.
Your available layouts will appear on the right. When you select one, the fields on your SmartCert will update to match that layout.

Note: Changing the layout does not re-extract or re-scan the data. It only changes which fields are shown and how they’re organized.