Knowledge Base
Read how-to articles to support your SmartCert experience
Account Management
- Create a location in your account
- Request to join a Company
- Add a company logo
- Upgrade or Change Your Subscription
- Invite a user
- Email me the documents for each Received SmartCert
- User permissions
- Add a profile picture
- User status
- How to Manage Locations in My Account
- Enable ITAR permissions
- Subscribe or unsubscribe from SmartCert notifications
- Remove a User from your account
- Change your password
- How to Approve and Manage a User in SmartCert
- Missing verification email
- How do I change my password
- Change or Update your Email Address
Creating a SmartCert
Create Quality Certifications
Document Processing & Compliance Checks
- Adjust pages in a cert package
- Redact information in a cert package
- Make a copy of a SmartCert
- Add an approval or rejection stamp to a cert package
- Remove, add, and replace pages
- Rotate a page in a PDF
- Use a specification to check compliance
- Digitally review, approve, or reject certs from supplier
- Add a digital signature to a cert package
- How can I split a multi-page PDF into individual SmartCerts?
Sending Certs to Customers
Governance & Security
Receiving Certs from Suppliers
- Are there limits to receiving SmartCerts
- Missing QR code
- How can I see if my other suppliers are on the network
- Request certs from your supplier
- How to receive a SmartCert Package
- Link a SmartCert to a lot or PO in your ERP
- What can I do with a SmartCert
- Organize all of your vendor certs on your dashboard
- Create a specification to check compliance
- How are certs received from my supplier
- Chat with Suppliers or Team Members when information is missing or incorrect
- Scan a QR code
- How to use the AI Compliance Summary to Review Certs