Use SmartCert's CoC template or make your own

How do I use the CoC template? 

The CoC template is designed to reduce the steps in your process by allowing you to create it in the same place you are managing and sending your certs.

Pro Tip: Not only does SmartCert offer a standard CoC template, we also have the ability to build a custom template for your company. Reach out to support@smartcert.tech if you'd like to discuss this option!

To access the CoC template:

1. Create a SmartCert or open an existing SmartCert in edit mode.
   (If you are creating a new SmartCert, enter information relevant to the shipment, part, or lot into one or more SmartCert fields)
2. Scroll to the bottom and click "Create new file".
3. From the File Template dropdown on the top right, select SmartCert-CoC.
4. Name your document (on the top of the document viewer).
5. Matching information from the SmartCert fields will automatically be added to the document. You can also type information directly into the PDF. 
   
   If you make a change to the fields in the SmartCert, click the "Sync fields" button next to the File Template dropdown to update the PDF. 
6. Sign and date the CoC.
7. Add any additional documents or certs to the SmartCert by clicking "Upload a file".
8. Click Create SmartCert. Your SmartCert is ready to be sent to your customer!