Document Help

Understand steps to get started with creating documents.

1. Creating Your First Document in Certifyr

Summary: Learn how to create a new document from scratch or from a template.
Content:

  • Go to Documents in your dashboard.

  • Click the “Use” button over your desired document.

  • Fill in the form fields as required.

  • Preview your document in the Preview tab to confirm layout and content.

  • Download as a PDF, JPG, or print right from the preview tab.

2. Bookmarking Your Most Used Documents

  • In Documents, hover over a document.

  • Click the bookmark icon.

  • Your bookmarked documents will appear in the Bookmarks tab.