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Use a specification to check cert compliance

Quick guide to using specifications to check cert compliance

SmartCert automatically checks certs against industry standards using AI, but you can go further by running compliance checks against your own custom or customer-specific requirements using SmartCert Specifications.

There are two ways to use Specifications depending on your role: checking a cert you received from a supplier, or checking a cert on your Created dashboard.

Checking a Supplier Cert (Received Certs)

Use this workflow when you need to verify an incoming cert meets your internal requirements or customer specs.

  1. From your Received dashboard, click on a cert package to open it.
  2. On the right-hand side, under Merging, click Specifications.
  3. In the panel that opens, click Add a specification and select the spec(s) you want to check against.
  4. Click the blue Check Compliance button.
  5. Review the results. Each data field will be flagged as either compliant (green) or out of compliance (red).
  6. If the cert fails and you need changes from your supplier, click Changes Required and use the chat feature to describe what needs to be updated. Versioning history will track each revision and keep a reference to prior versions of the cert package.

Note: If you're using a monitored email address to centralize incoming supplier certs, the approval, rejection, and chat features will not automatically notify your supplier. You'll need to communicate any required changes outside of SmartCert.

Checking Your Own Cert (On Your Created Dashboard)

Use this workflow when you want to validate a cert package before sending it to a customer, or check it against a specific standard after the fact.

  1. From your dashboard, open the cert in edit mode by clicking the pencil icon, either from the dashboard or from the top of the SmartCert.
  2. Click the Specifications button.
  3. Type in a specification (such as an ASTM standard) and select it from the dropdown.
  4. Click Check Compliance.
  5. Scroll down to review the pass/fail flags on each data field. Click View Detail to see the full breakdown.
  6. To view the original cert document alongside the compliance results, click the PDF at the bottom of the list or click File Attached at the top.