- PDF export of the audit-ready dashboard for auditor review
How to export the audit-ready dashboard as a PDF an auditor can read, what each supplier row shows in the file, and what to settle before you export.
- Audit-ready dashboard
How to read the audit-ready dashboard in Certly: the four certificate statuses per supplier, what to do with each one, and how to export the screen for an auditor.
- Automated email chase sequences to supplier contacts for certificates
How to set up and run Certly's automated email chase sequences, so supplier contacts are asked for a certificate as it approaches expiry or after it lapses, with a one-click upload link and a log of every send.
- No-login supplier upload via a single-use expiring link
How a supplier gets a certificate into Certly without an account: you send a chase, the email carries a single-use expiring upload link, and the document lands on the right certificate slot.
- Manual certificate upload and storage by the QA team
How a QA manager uploads a supplier certificate into Certly by hand and stores it against one supplier and one certificate type, with the issue and expiry dates that drive its status.
- Supplier database
How to build your supplier database in Certly: add a supplier with its contact details, set the certificate types you require from them, and keep the list current as contacts change.