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Create Certificates
Account & Setup
Getting Started
Create Certificates
Starting a Certificate
General Walkthroughs
Managers - Certificate Blocks
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Help Center
Create Certificates
Account & Setup
Getting Started
Create Certificates
Starting a Certificate
General Walkthroughs
Managers - Certificate Blocks
Create Certificates
Create Certificates Lightening Fast! Click one of the methods below to get started.
Anatomy of the Certificate Editor
How to Issue by Selecting the ACORD Form Type
How to Issue by Uploading a Sample Certificate
How to Issue by Uploading a Contract
How to Issue by Entering Insurance Clause/Requirements
How to Clone a Certificate
How to Process a Single Certificate Revision
How to Process a Bulk Revision
How to Process a Renewal
How to Create a Certificate Template
Certificate Hero Guardrails
Starting a Certificate
Selecting ACORD Form Type
Uploading a Sample Certificate
Uploading a Contract
Entering Insurance Clause/Requirements
General Walkthroughs
Updating the Agency Contact
Updating the Named Insured
Updating the Policies
Updating the Description of Operations
Updating and Adding Endorsements
Updating the Holder
Updating the Signature
Completing & Issuing the Certificate
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