How to Create and Manage Certificates

  1. Click Library in the left sidebar.
  2. Click Certificates to view and manage your certificates.
  3. Click Add certificate.
  4. Click Select files to upload the certificate document from your computer.
  5. Click Next to proceed.
  6. Select the certificate type from the list.
  7. Click Next to continue.
  8. Enter the issuing organisation in the Issued by field.
  9. Select the recipient from the Issued to dropdown.
  10. Select the associated facility.
  11. Select the certificate category from the Category dropdown.
  12. Enter the certificate name in the Name field.
  13. Enter the issue date in the Issued at field.
  14. Enter the expiration date in the Expires at field.
  15. Click Submit to save the certificate.
  16. Click Open certificate to view the certificate details.
  17. Enter a description — this will be visible in the DPP.
  18. Click Upload logo to add a certificate logo. If no logo is uploaded, the first letter of the certificate name will be shown instead.
  19. Click Save to apply your changes.

The certificate will now appear in the certificates list and can be linked to products across your library.

Created 2026-03-24 Last updated 2026-03-24

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