01Bring your address bookChoose your CSV, match its columns, preview your records and import clients and addresses with less copying and retyping.Choose your CSV or start with the template.Match columns to Certly fields.Preview, import and find your records in Clients.Certly app view · sample data ↗ EnlargeCertly app view · sample data ↗ Enlarge
02Get your team set upManage Full and Office licences, invite colleagues and allocate available seats as your team changes.Certly app view · sample data ↗ EnlargeCertly app view · sample data ↗ Enlarge
03Brand it. Share it. Use it.Set company branding and publish saved templates so colleagues can start new certificates from a shared setup.Saved defaults apply to new work.Certly app view · sample data ↗ EnlargeCertly app view · sample data ↗ Enlarge
04Choose what your team can see and doSet company permissions and individual overrides for managers/QS, engineers and office colleagues.Certly app view · sample data ↗ EnlargeCertly app view · sample data ↗ Enlarge