How-to video library
We’ve got you covered
From requesting certs to sharing to your customer and everything in between, we’ve got the videos to help you make the most of the platform.
We’ll add new videos as features are released, so keep this page handy and share with your team!
Dashboard
Overview
Create a
SmartCert
Send a
SmartCert
Setting User Permissions
Add a
Location
Add Users to a Location
Inbound SmartCerts from your Suppliers
Approve and Reject Supplier Certs
Chat with Suppliers and Team Members
Document Processing 1/3: Remove, Add and Replace Pages
Document Processing 2/3: Redact Information
Document Processing 3/3: Adding a Digital Signature
Link a SmartCert to a PO or Lot in your ERP
Send a Request for Certs
Respond to a request for certs
Create a SmartCert Package
Receiving a SmartCert Package
Create a Certificate of Compliance
Create an ITAR-Controlled Cert
Dashboard Overview.
Create a SmartCert
Share a SmartCert to your Customer
Setting User Permissions
Add a Location
(For multi-location companies)
Add Users to a Location
(For multi-location companies)
