What happens right after I upload a certificate?
Getting Started & On-Boarding
After uploading certificate details, you can optionally add supporting documents before moving on to add more certificates or view your dashboard.
What Happens Next
1
Certificate Details Saved
Your certificate information is stored in the system
2
Document Upload Option
Add PDF certificates and supporting files
3
Choose Next Action
Add another certificate or view dashboard
Optional Document Upload
Not Required, But Recommended
You can skip document upload and still have a functional certificate record, but uploading files gives you easy access to the actual certificates and supporting documentation.
Main Certificate
- Official certificate PDF
- Digital copy of the signed document
- Professional certificate from contractor
Supporting Documents
- Engineer notes and recommendations
- Equipment labels and photos
- Additional compliance documentation
What You Can Upload
| Document Type | Examples | File Formats |
|---|---|---|
| Official Certificate | Gas Safety Certificate, EICR, EPC | PDF JPG PNG |
| Engineer Notes | Remedial work recommendations, observations | PDF JPG PNG |
| Equipment Labels | Boiler labels, fuse box labels, meter readings | JPG PNG |
| Photos | Equipment photos, installation pictures | JPG PNG |
Benefits of This Workflow
Flexible
Add just certificate details if you're in a hurry, or include full documentation for complete records
Complete Records
Store everything related to each certificate in one organised location
Efficient Workflow
Smooth transition between adding certificates and viewing your portfolio status
Pro Tips
- Upload while fresh: Add documents immediately while you have them ready
- Organise as you go: Use clear file names for easy identification later
- Multiple files per certificate: You can upload several supporting documents
- Come back later: You can always return to add documents to existing certificates