Documentation

Guides

Practical walkthroughs for every part of CertSlate. Whether you are just getting started or looking to make the most of a specific feature, you will find it here.

How to create your first certificate design

A walkthrough of the CertSlate certificate designer, from picking a background to placing fields and linking the design to a course.

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Managing clients and their staff

How to add client companies to CertSlate, import staff records, track training history, and keep compliance up to date across all your clients.

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How QR code certificate verification works

Every certificate on the Pro plan includes a unique QR code. Here is how it works for you, your clients, and anyone who needs to verify a certificate is genuine.

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Giving your clients a self-service portal

How the CertSlate client portal works, what your clients can see and do, and how to get them set up with access.

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