How to use the AI Compliance Summary to Review Certs

SmartCert AI Compliance Summary

The AI Compliance Summary streamlines certificate review by automatically analyzing incoming supplier documentation and summarizing compliance status based on relevant industry standards. This helps quality teams move faster, reduce manual review time, and identify high-risk certificates at a glance.

Where the Compliance Summary Appears

The AI Compliance Summary is generated for all incoming cert packages that appear in your Received dashboard.

Each summary appears at the top of the cert and provides a concise, AI-generated analysis of:

Supplier and sub-tier supplier visibility
Applicable industry standards
Pass/Fail compliance determination
Noted compliance findings

What the AI Summary Includes

Supplier and Sub-Tier Supplier Context

The summary identifies the primary supplier and any sub-tier suppliers referenced within the documentation, helping buyers trace material and process sources.

Compliance Analysis

The Compliance section displays:

The specific industry standards the AI checked against
How each standard was interpreted
Whether the documentation passed or failed each requirement

This allows users to quickly confirm whether required specifications are properly supported by the supplied documents.

Available Actions

From the AI summary, users can take action immediately:

Approve

Marks the cert as approved and signals to the supplier that compliance has been verified.

Changes Required

Notifies the supplier that the documentation is incorrect, missing information, or did not meet compliance criteria.

Download All Files

Download all files in the cert package for internal review or recordkeeping.

Chat With Supplier

Open the supplier chat panel to request clarification, provide instructions, or collaborate directly inside SmartCert.

Detail View

Click Detail View (available at the top-right of the summary and again at the bottom) to access the full SmartCert document viewer, including all files, data fields, and collaboration history.

Workflow Example

Receive new cert and the AI summary auto-generates
Review supplier context and compliance section
Expand to Detail View if deeper review is needed
Choose one:
- Approve if all details are correct
- Changes Required if compliance issues exist
- Chat or download files as needed

Best Practices

Use the AI summary to triage certs quickly
Expand to Detail View for high-risk or complex certifications
Use Changes Required when documents fail compliance or need corrections
Collaborate with suppliers directly in chat to keep records centralized

Important Note

The AI Compliance Summary is designed to assist with certificate review but is not guaranteed to be 100 percent accurate.

Users remain responsible for validating the final compliance status.