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Knowledge Base
Read how-to articles to support your SmartCert experience
Account Management
- How to manage locations in your company account
- Email me the documents for each received SmartCert
- How do I change my password
- Add a profile picture
- User status
- Upgrade or change your subscription
- Request to join a Company account
- Add a company logo to your account
- Invite a user to your company account
- Definitions of User permissions
- Enable ITAR permissions for a User
- 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
- Change or update your email address
Creating a SmartCert
Create Quality Certifications
Document Processing & Compliance Checks
- Annotate a PDF
- Add an approval or rejection stamp to a cert package
- Using Field Help to fine-tune how SmartCert reads your certs
- Use a specification to add data to fields
- Digitally review, approve, or reject certs from supplier
- Remove, add, and replace pages in a PDF
- How can I split a multi-page PDF into individual SmartCerts?
- Adjust page order in a cert package
- Redact information in a cert package
- Make a copy of a SmartCert
- Use a specification to check cert compliance
- Rotate a page in a PDF
- Add a digital signature to a cert package
Sending Certs to Customers
Governance & Security
Receiving Certs from Suppliers
- Create a specification to check compliance or fill in customer information
- Understanding SmartCert statuses for Requests
- Understanding SmartCert statuses on the Created dashboard
- Understanding SmartCert statuses on the Received dashboard
- Request certs from your supplier
- Scan a SmartCert QR code
- How to use the AI Compliance Summary to Review Certs
- Missing QR code or link to certs
- Finding or locating certs from a supplier
- Are there limits to receiving SmartCerts?
- How can I see if my other suppliers are on the network?
- How to view certs in 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
- Chat with suppliers or team members when information is missing or incorrect
- How are certs received from my supplier?