Help Center
Find answers to your questions and learn how to get the most out of CertiAlert. Search our knowledge base or browse by category.
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Browse Help Topics
Find answers organized by topic and feature area.
Getting Started
Setup your account and add your first carriers
Document Management
Upload, organize, and track carrier documents
Notifications & Alerts
Configure alerts and manage notifications
Carrier Management
Add, edit, and manage your carrier network
Compliance & Tracking
Understanding status indicators and compliance
Mobile & Integrations
Using CertiAlert on mobile and with other tools
Popular Help Articles
The most helpful articles from our knowledge base.
Frequently Asked Questions
Quick answers to the most common questions.
How do I reset my password?
You can reset your password from the login page by clicking 'Forgot Password' and following the email instructions.
Can I import carriers from a spreadsheet?
Yes! Professional plan users can import carrier data via CSV. Contact support for assistance with the import process.
How do carrier onboarding links work?
Each carrier gets a unique upload link where they can submit documents directly. You'll be notified when new documents are uploaded.
What file formats are supported for documents?
We support PDF, JPG, and PNG files up to 10MB each. PDF is recommended for insurance certificates and official documents.
How are compliance statuses calculated?
Status is based on expiration dates: VALID (>30 days), WARNING (7-30 days), CRITICAL (1-7 days), EXPIRED (<0 days), MISSING (no docs).