Configure reminders
Eligible organisations can choose supported email intervals and selected active workspace recipients.
Learn moreA clearer way to stay in control
From certificate record to renewal action.
Bring certificate records, source PDFs and renewal dates into one structured workspace—then keep every important deadline visible.
Records in control36 Checked today
- Current 29
- Due soon 5
- Expired 2
Four clear stages
A simple process your team can trust.
Each step keeps the original evidence and the human decision connected, without turning document administration into another project.
- 1
Add the document
Create a record manually or select a supported PDF. The source file stays in your browser while Certinance prepares helpful suggestions.
New documentInsurance certificate.pdfPDF · ready to review - 2
Review and organise
Check the title, category, issuer and important dates yourself. Nothing is treated as confirmed until a person reviews it.
Suggested information- Category
- Insurance
- Issuer
- Northstar Cover
- Expiry
- 14 Sep 2027
Review and confirm before saving
- 3
Track what expires next
Current, due-soon and expired records stay visible across the dashboard, document register and renewals workspace.
Upcoming renewals- Public liability18 days
- Fire safetyCurrent
- Electrical inspectionExpired
- 4
Keep responsibilities clear
Owner, Administrator and Viewer roles keep document changes with the right people while the wider team stays informed.
Workspace access- OwnerFull workspace control
- AdministratorManage documents and team
- ViewerRead-only access
Human-confirmed details
Private PDF access
Clear renewal visibility
Practical team roles
Continue the workflow
Turn the organised register into useful action.
Once records and dates are confirmed, Certinance provides practical ways to notify colleagues, report on the register and compile selected evidence.
Export the register
Download the visible register data as Excel or CSV without including private PDF download links.
Learn moreCreate a Compliance Pack
Combine selected register entries and exact supporting PDF versions in a branded file generated locally.
Learn moreStart with your own records
Bring your compliance documents into focus.
Start a 14-day trial when you are ready. No payment card is required.