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Product features

Certificate tracking, reminders and document control in one workspace.

Organise evidence, confirm important dates, notify selected colleagues and produce useful exports without losing the source record behind the work.

app.certinance.co.uk

Ccertinance.
Dashboard
Documents
Categories
Renewals
Workspace settings

Document control

Documents

Add document
Search title, category or owner
DocumentCategoryRenewalStatus
Public liability insurance
Insurance18 daysDue soon
Fire safety certificate
SafetyCurrentCurrent
Electrical inspection
Inspection92 daysCurrent
First aid qualification
TrainingExpiredAction

A focused control system

Every feature earns its place.

No crowded modules or decorative dashboards—just the practical tools needed to maintain a dependable document register.

Fast document register

Search, sort and filter records without losing your place.

Categories for your business

Create a structure that matches the documents your organisation manages.

Checked document details

Review titles, references and important dates before saving them.

Private PDF history

Keep authenticated PDF versions with each record and download them when authorised.

Renewal planning

Use clear expiry windows and calendar views to plan upcoming work.

Configurable reminder emails

Choose supported intervals and selected active recipients when notifications are enabled.

Excel and CSV exports

Download visible register data for offline reporting without exposing private PDF links.

Role-based access

Give Owners, Administrators and Viewers the right level of access.

Clear record ownership

Assign responsibility to an active workspace member and keep it visible.

Branded Compliance Packs

From scattered certificates to one professional pack.

Select the records you need and bring their register, status summary and supporting PDFs together in one branded document, prepared locally in your browser.

See how Certinance brings insurance certificates, safety records and supporting documents together into one professionally presented PDF.

Explore Compliance Packs Download Sample Compliance Pack

11-page demonstration sample using fictional data. It is not valid evidence of certification, insurance or regulatory compliance.

Cover of the fictional Certinance sample Compliance Evidence Pack
Certificate register page from the fictional sample Compliance Pack

app.certinance.co.uk

Ccertinance.
Dashboard
Documents
Categories
Renewals
Workspace settings

Renewal control

Renewals

List view
4Expired
12Due soon
132Current

October 2026

Europe/London

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Renewal oversight

See pressure building before a deadline becomes a problem.

Renewal views are calculated from the dates your team has checked and saved. Eligible organisations can also configure reminder emails for selected active workspace members.

Explore expiry tracking Start Free Trial
certinance.
Compliance under control

Important documents, expiry dates and renewal work—brought together with clarity.

Certificate & compliance management

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