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Navigating your workspace

Updated June 2, 2026

Your workspace is organized around the certificate lifecycle, and the left sidebar is your map.

  • Dashboard — your compliance snapshot and recent activity.
  • Customers — the businesses you collect certificates from.
  • Certificates — every document, with status and expiration.
  • Upload Links and Campaigns — how you request documents.
  • Form Library and Coverage map — state forms and where you are covered.
  • Reports and Settings — exports, team, and billing.
The bell (top right) surfaces anything that needs attention, and search (⌘K) jumps you anywhere fast.
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