> ## Documentation Index
> Fetch the complete documentation index at: https://docs.taxhomebase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Credentials

> Track professional licenses and certifications with expiry alerts and document uploads.

The Credentials page tracks your professional licenses, certifications, and other credentials. It monitors expiry dates and sends alerts before they lapse.

<Frame caption="Track credentials with color-coded expiry badges, document uploads, and automated alerts.">
  <img src="https://mintcdn.com/stipendguard/rYTODjwsgR5TPzB9/images/guides/credentials.png?fit=max&auto=format&n=rYTODjwsgR5TPzB9&q=85&s=9822b6afd5856c45ae6175be693fd361" alt="Credentials page showing credential cards with type badges, expiry status, and summary counts" style={{ maxWidth: '300px' }} width="786" height="1680" data-path="images/guides/credentials.png" />
</Frame>

## Adding a Credential

Tap the **+** button to open the form. Fields:

| Field              | Required | Description                                       |
| ------------------ | -------- | ------------------------------------------------- |
| **Type**           | Yes      | bls, acls, pals, license, certification, or other |
| **Name**           | Yes      | Credential name (max 200 chars)                   |
| **Expiry Date**    | Yes      | When it expires                                   |
| **Issuing Body**   | No       | Organization that issued it (max 200 chars)       |
| **State**          | No       | State (for state licenses)                        |
| **License Number** | No       | License or certification number (max 100 chars)   |
| **Issue Date**     | No       | When it was issued                                |
| **Document**       | No       | Upload a scan (PDF, JPEG, PNG, max 10MB)          |
| **Notes**          | No       | Additional context (max 1000 chars)               |

## Credential Types

| Type            | Description                          |
| --------------- | ------------------------------------ |
| `bls`           | Basic Life Support                   |
| `acls`          | Advanced Cardiovascular Life Support |
| `pals`          | Pediatric Advanced Life Support      |
| `license`       | State nursing license                |
| `certification` | Professional certification           |
| `other`         | Any other credential                 |

## Expiry Tracking

Each credential card is color-coded by expiry status:

| Status            | Condition              | Color |
| ----------------- | ---------------------- | ----- |
| **Valid**         | > 90 days until expiry | Green |
| **Expiring Soon** | ≤ 90 days until expiry | Amber |
| **Expired**       | Past expiry date       | Red   |

Cards show "Expires in X days" or "Expired X days ago" badges.

## Summary Card

At the top of the page:

* **Total credentials** on file
* **Valid** count
* **Expiring soon** count (within 90 days)

## Expiry Alerts

The [notification system](/guides/notifications) 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.

## Document Uploads

<Frame caption="Upload credential scans directly from the form — AI extraction auto-fills fields from license images.">
  <img src="https://mintcdn.com/stipendguard/rYTODjwsgR5TPzB9/images/guides/credential-scan.png?fit=max&auto=format&n=rYTODjwsgR5TPzB9&q=85&s=9de642fb5831fd41ae1dc14802ae3ef7" alt="Credential form with fields auto-filled from a scanned license document" style={{ maxWidth: '300px' }} width="786" height="1736" data-path="images/guides/credential-scan.png" />
</Frame>

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

## 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

## Search

Client-side search filters by name, type, issuing body, license number, state, and notes.

<Info>
  Credentials are not year-scoped — they have absolute expiry dates. The year picker is not shown on this page.
</Info>