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Setting Up Your Libraries in Certificate Hero – Before Go Live

Get ahead of go live and save time by populating your libraries in Certificate Hero. Setting up these libraries in advance ensures that your certificates are accurate, consistent, and ready to issue the moment you go live.

Save time at go-live — pre-populate your libraries today.

Each section below provides a quick walkthrough and links to video support resources to help you configure your libraries step-by-step.

Endorsements

📌 How to Manage Endorsements
📌 Certificate Blocks – Endorsements

What it’s for:
Endorsements store the forms and attachments often required on certificates. These may include ISO forms, carrier-specific forms, or insured-specific endorsements.

How to set up:

  • Access from Managers → Endorsements.

  • Add or upload endorsement forms (PDFs or preloaded library options).

  • Assign endorsements to policies or insureds so they’re ready during issuance.

  • Once saved, endorsements can be quickly attached to certificates or COI templates.

✅ Pro tip: Endorsements tied to the wrong policy won’t be available — check your policy selection if you don’t see the endorsement.

Description of Operations – Language Library

📌 How to Update the DOO Library
📌 Certificate Blocks – Language Library

What it’s for:
The DOO library saves commonly used text blocks for the Description of Operations field so you don’t have to retype standard language.

How to set up:

  • Access from Managers → Desc of Ops.

  • Create templates with commonly used contract or client wording.

  • Give each template a clear name so it’s easy to identify later.

  • Save to reuse during certificate issuance or when building templates.

✅ Pro tip: Using a DOO template ensures consistency across certificates and helps reduce manual typos.

Producers

📌 Producer Manager

What it’s for:
The Producer Manager stores Agency/Broker details. Populating this ensures the correct producer info auto-fills at issuance.

How to set up:

  • Open Producer Manager from the left-hand navigation.

  • Add producers with identifying details like name, email, and phone.

  • Edit or update producer records as needed.

  • Set a producer as your default so it auto-populates when creating certificates.

✅ Pro tip: Setting your default producer ahead of time saves you from manually re-selecting it every time you issue a certificate. You can set your default producer from within your User Default settings.

Agency Signature

📌 Certificate Blocks – Agency Signature

What it’s for:
The Agency Signature library stores digital signature entries that appear on certificates. Users can also set their own default signature in User Account Defaults.

How to set up:

  • Access from Managers → Agency Signature.

  • Upload or edit a signature image or text entry.

  • Save multiple entries if your agency uses more than one signer.

  • In your User Account Defaults, select your personal default signature.

✅ Pro tip: If your signature doesn’t appear on a certificate, double-check that you’ve set it as your User Default.

Agency Global Defaults

 

📌 Agency Defaults – Global Defaults & Email Configuration

What it’s for:
Agency Defaults establish the standard settings used across Certificate Hero. Configuring these settings ensures certificates are generated with the correct default Producer and Agency Signature, and that outgoing emails include professional, branded messaging instead of blank content.

How to set up:

Global Defaults

  1. From the left-hand navigation menu, go to Broker Config → Global Defaults.
  2. Select your agency's default Producer.
  3. Select your agency's default Signature.
  4. Click Update Defaults to save your changes.

Global Email Templates

  1. From the left-hand navigation menu, go to Admin → Email Config.
  2. Configure each of the available email templates:
    • Outbound Email – Used when sending a single certificate.
    • Certificate Bundle Email – Used when sending certificates from a bulk issuance or renewal.
    • Assigned Email – Used when assigning an in-progress certificate to another internal user.
  3. Click Edit on each template, customize the content to match your agency's branding and communication style, then click Update to save your changes.

✅ Pro tip: Complete both Global Defaults and Global Email Templates before agency training. Global Defaults serve as the fallback Producer and Signature for users who haven't selected their own defaults, while Global Email Templates ensure recipients receive polished, branded communications. Without these configured, certificates may use unintended defaults and emails may be sent with little or no message content.

Quick Tip

Each of these libraries is designed to expedite certificate issuance, ensure consistency, and reduce manual effort. Once set up, you’ll see them directly inside the Certificate Editor and Template Editor, ready to use whenever you need them.