# Create a certificate on certificate management

> Step-by-step guide to adding and managing certificates manually, linking them to materials and suppliers, and uploading supporting documents.

Source: https://docs.vestislabs.com/certificate/create-a-certificate-on-certificate-management/

In the left sidebar, click on Certificate to expand the menu, then click Manage Certificate.

![In the left sidebar, click on Certificate to expand the menu, then click Manage Certificate.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/01-in-the-left-sidebar-click-on.webp)

On the Certificate Management page, click the + Add Certificate button in the top-right area.

![On the Certificate Management page, click the + Add Certificate button in the top-right area.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/02-on-the-certificate-management-page-click.webp)

In the Add Certificate dialog that appears, type the certificate name in the Name\* field (required)

![In the Add Certificate dialog that appears, type the certificate name in the Name field (required)](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/03-in-the-add-certificate-dialog-that.webp)

In the Certificate Number field, enter the certificate number.

![In the Certificate Number field, enter the certificate number.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/04-in-the-certificate-number-field-enter.webp)

Click the Type dropdown and select or create a type from the available options: Product, Scope, Test Report, or Transaction.

![Click the Type dropdown and select or create a type from the available options: Product, Scope, Test Report, or Transaction.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/05-click-the-type-dropdown-and-select.webp)

The Status field is automatically set (e.g., Missing Expiry) and cannot be edited manually while Auto mode is enabled. This is calculated based on validity dates.

![The Status field is automatically set (e.g., Missing Expiry) and cannot be edited manually while Auto mode is enabled.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/06-the-status-field-is-automatically-set.webp)

Click the Group dropdown and select an existing group or type to create a new one.

![Click the Group dropdown and select an existing group or type to create a new one.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/07-click-the-group-dropdown-and-select.webp)

Click the Categories dropdown and select or create a category. Example: PDF.

![Click the Categories dropdown and select or create a category.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/08-click-the-categories-dropdown-and-select.webp)

In the Licence Number field, enter the licence number associated with the certificate.

![In the Licence Number field, enter the licence number associated with the certificate.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/09-in-the-licence-number-field-enter.webp)

In the Institute field, search for an existing institute or type to create a new one. You can also select an existing option if available.

![In the Institute field, search for an existing institute or type to create a new one.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/10-in-the-institute-field-search-for.webp)

Click the Certificate Holder / Supplier field and search or create a new supplier.

![Click the Certificate Holder / Supplier field and search or create a new supplier.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/11-click-the-certificate-holder-supplier-field.webp)

If creating new, a Create new supplier dialog appears. Enter the supplier Name and Country, then click Create supplier.

![If creating new, a Create new supplier dialog appears.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/12-if-creating-new-a-create-new.webp)

Click the Linked Materials / Products field and search or select the relevant material or product.

*A warning may appear if the selected product belongs to a different supplier than the chosen holder — this is informational.*

![A warning may appear if the selected product belongs to a different supplier than the chosen holder — this is informational.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/13-a-warning-may-appear-if-the.webp)

Click the Valid From date field and select the start date from the calendar picker.

![Click the Valid From date field and select the start date from the calendar picker.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/14-click-the-valid-from-date-field.webp)

Click the Valid To date field and select the expiry date from the calendar picker.

*If no expiry date is entered, a warning is shown: Expiry date missing. Toggle No Expiry if the certificate truly does not expire.*

![If no expiry date is entered, a warning is shown: Expiry date missing.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/15-if-no-expiry-date-is-entered.webp)

Optionally enter a PO Number.

![Optionally enter a PO Number.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/16-optionally-enter-a-po-number.webp)

Toggle No Expiry if the certificate has no expiry date. Toggle Expiry Notification (on) to receive alerts before the certificate expires.

![Toggle No Expiry if the certificate has no expiry date.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/17-toggle-no-expiry-if-the-certificate.webp)

In the File section, click, paste, or drag the certificate file into the upload area. Maximum file size is 10 MB. Supported formats include PDF. A preview of the uploaded document will appear.

![In the File section, click, paste, or drag the certificate file into the upload area.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/18-in-the-file-section-click-paste.webp)

Review all entered details, then click the Save button (red) at the bottom-right of the dialog.

![Review all entered details, then click the Save button (red) at the bottom-right of the dialog.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/19-review-all-entered-details-then-click.webp)

A success notification Certificate created successfully appears at the top of the screen. The new certificate now appears in the Certificate Management list with all details.

![A success notification Certificate created successfully appears at the top of the screen.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/20-a-success-notification-certificate-created-successfully.webp)

## Manage certificate

Step-by-step guide to using the row actions menu on the Certificate Management page to view, edit, preview, download, or delete a certificate record.

On the Certificate Management page, locate the certificate row you want to manage and click the three-dot (⋮) icon at the far right of that row.

Click View from the dropdown menu to open a summary of the certificate.

![Click View from the dropdown menu to open a summary of the certificate.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/21-click-view-from-the-dropdown-menu.webp)

![Click View from the dropdown menu to open a summary of the certificate.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/22-click-view-from-the-dropdown-menu.webp)

Click Edit to open the certificate form and modify any of its details, such as name, dates, supplier, or linked materials.

![Click Edit to open the certificate form and modify any of its details, such as name, dates, supplier, or linked materials.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/23-click-edit-to-open-the-certificate.webp)

![Click Edit to open the certificate form and modify any of its details, such as name, dates, supplier, or linked materials.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/24-click-edit-to-open-the-certificate.webp)

Click View File to preview the uploaded certificate document.

![Click View File to preview the uploaded certificate document.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/25-click-view-file-to-preview-the.webp)

The View Attachment window opens, displaying the certificate document. Use the zoom controls to adjust the preview size, and the share icon in the top-right to share the file.

![The View Attachment window opens, displaying the certificate document.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/26-the-view-attachment-window-opens-displaying.webp)

Click Download to save the certificate file to your device.

![Click Download to save the certificate file to your device.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/27-click-download-to-save-the-certificate.webp)

Click Delete (shown in red) to remove the certificate from your records.

![Click Delete (shown in red) to remove the certificate from your records.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/28-click-delete-shown-in-red-to.webp)

Click Delete to permanently remove it, or Cancel to keep the certificate.

![Click Delete to permanently remove it, or Cancel to keep the certificate.](https://docs.vestislabs.com/assets/certificate/assets/create-a-certificate-on-certificate-management/29-click-delete-to-permanently-remove-it.webp)