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The Credentials page tracks your professional licenses, certifications, and other credentials. It monitors expiry dates and sends alerts before they lapse.
Credentials page showing credential cards with type badges, expiry status, and summary counts

Track credentials with color-coded expiry badges, document uploads, and automated alerts.

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Adding a Credential

Tap the + button to open the form. Fields:

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Credential Types

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Expiry Tracking

Each credential card is color-coded by expiry status: Cards show “Expires in X days” or “Expired X days ago” badges.

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Summary Card

At the top of the page:
  • Total credentials on file
  • Valid count
  • Expiring soon count (within 90 days)

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Expiry Alerts

The notification system sends credential alerts:
  • Danger — Any credential has expired
  • Warning — Any credential expires within 90 days
Alerts appear in the Dashboard action items and the notification bell.

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Document Uploads

Credential form with fields auto-filled from a scanned license document

Upload credential scans directly from the form — AI extraction auto-fills fields from license images.

Upload scans of your credentials for safekeeping:
  • Supported formats: PDF, JPEG, PNG (max 10MB)
  • Stored securely in S3 with presigned URLs
  • “View Document” button opens the file in a new tab

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Actions on Credential Cards

  • Expand — View all details and document link
  • Edit — Modify any field
  • Delete — Soft delete with 5-second undo toast
  • Duplicate — Open a pre-filled create form
Client-side search filters by name, type, issuing body, license number, state, and notes.
Credentials are not year-scoped — they have absolute expiry dates. The year picker is not shown on this page.