In your tex.tracer account, you can upload your certificates and social reports. We do have the option for you to Upload a certificate or Audit with AI. However, if you do not wish to use AI to scan your documents, you can read this article to find out how to upload these manually.
If you do not have certificates or audits, you can let us know in platform as well.
How to upload certificates
Go to the Compliance page and go to the Certificates tab.
Click on Upload new certificate and choose the category you wish to upload (Audit, Certificate, or Membership)
Now you will select the certificate type. If your certificate type isn't listed, enter its name in the Other field.
Upload the PDF file and fill in all required fields, then click on the Next button. Find the explanations of all fields in these articles.
Review your information, as it cannot be changed after upload. Click on Confirm.
Your uploaded certificates are now shared with your client(s) and can be found in the Certificates tab, categorised by type.
*If you uploaded the wrong certificate, it cannot be deleted from the platform. You can only archive the incorrect document and upload the correct one again.
I don't have certificates to upload
It may be the case that you do not have any applicable certificates to share with your client(s). If this is the case, you can let them know by:
Go to the Compliance page and going to the Certificates tab
On this page you should see a message like the one below:
You can toggle the button I don't have any audits, certificates, or memberships to upload on
Please note that you are always able to turn this off by clicking the same button if anything changes and you wish to upload certificates.
Need more help? You can get in touch with us via chat or contact us via email at [email protected].