What happens right after I upload a certificate?
After saving your certificate's details, you are given the option to upload the actual document (like a PDF) and any supporting files.
What Happens Next
Details Saved
Your certificate's information (like its expiry date) is now stored.
Upload Documents
You are now prompted to (optionally) add the PDF or image file.
Choose Next Action
Decide whether to add more certificates or go to your dashboard.
Optional Document Upload
Not Required, But Recommended
You can skip this step and your certificate reminders will still work. However, uploading files gives you a central, secure place to store and access your actual documents.
Main Certificate
- The official PDF from your engineer
- A digital copy of the signed document
Supporting Documents
- Engineer notes and recommendations
- Photos of equipment (boilers, fuse boxes)
- Quotes for any remedial work
What You Can Upload
Official Certificates & Notes
e.g., Gas Safety Certificate, EICR, EPC, remedial work notes
Photos & Labels
e.g., Boiler labels, fuse box photos, installation pictures
Benefits of This Workflow
Flexible
Add just the key dates if you're in a hurry, or add full documentation for complete records.
Complete Records
Store all related documents (notes, photos, PDFs) in one organised location.
Efficient
Smoothly transition between adding certificates and viewing your portfolio status.
Pro Tips
- Upload while it's fresh: Add documents immediately while you have them to hand.
- Multiple files: You can upload several supporting documents (e.g., the PDF and 3 photos) to a single certificate.
- Come back later: You can always return to an existing certificate to add or manage documents at any time.