Add Certificates

In the Dashboard, go to Documents and click the Add Document dropdown button. Select Certificate from the menu.

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At the top of the form, you'll see a drag-and-drop zone for uploading a PDF copy of the certificate. While optional, uploading the actual document is recommended for audit trails and easy reference.

Drag a PDF file into the upload zone, or click the zone to browse for a file. Once uploaded, a preview of the PDF appears in the side panel.

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Complete the Certificate Details card:

• Certificate Type (required) — select from the dropdown. Available types include:
  • CHAS, SafeContractor, British Safety Council
  • ISO-related: Quality Management System, Environmental Management System, Information Security Management System, Health and Safety Management System
  • WAMITAB, Vehicle Operator Licence, Fleet Operator Recognition Scheme
  • Policies: Environmental Policy, Health and Safety Policy, Quality Policy, Anti-Slavery Policy
  • And others such as Cyber Essentials, ICO Data Protection Certificate, and Certificate of Incorporation
• Accreditation Body — the organisation that issued the certificate (e.g., "SSIP")
• Certificate Number — the unique reference number (e.g., "CHAS-2025-001")
• Issue Date — when the certificate was granted
• Expiry Date — when the certificate expires

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In the Linked Sites section, click the dropdown to select which sites this certificate covers. You can search for sites by name and select multiple ones.

Selected sites appear as badges that you can remove individually by clicking the x on each badge.

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Click Save Certificate or press Cmd+S (or Ctrl+S on Windows) to create the record. You'll be redirected to the Documents page where the new certificate appears in the table.