Creating Certificates
Certificates make it possible to add, manage, and share relevant certifications directly in your data model. You create and manage certificates from the Data Models page. Scroll all the way to the bottom of the page, where you will find the Certification Settings section.
Here you can see a number of predefined certificates and create your own using the Add Custom Certification button.
When creating a custom certificate, you fill in the following fields:
Name (mandatory): The name of the certificate, displayed across the platform.
Key (optional): An internal key field for search and structure.
Description: A short explanation of the certificate.
Logo (optional): An image so the certificate can be quickly recognized—similar to the predefined ones.
Public sharing: If enabled, profiles you are connected with (suppliers/customers) can see and use the certificate in supply chain collaboration.
Once the certificate is created, it can be found in the Certifications attribute and selected from there. The specific certificate in the attribute can be mass-selected via the Actions button when documents are selected. See the section “Attaching a certificate.”
Using the Assets page (structure and functions)
The Asset page is a strong tool for mass managing your files. We suggest you look into the functions from the asset page before you dive too deep into working with certifications or other files. See a guide on the Asset page here.
Attaching/assigning certificates
Mass attachment of certificates
There are two ways to mass-attach/assign certificates in Prduct. You can do it directly from your document overviews (e.g., Products or Components), or from the Assets page. Both methods allow you to assign one or more certificates to many documents at once.
1. Mass-attach/assign from the document overview
First, select the documents that should have certificates added directly from the overview.
How to select documents (expand section):
How to select documents (expand section):
Use the empty checkbox at the top left of the header column to select all documents on the displayed page (10, 15, 20, or 25 per page depending on your view in the bottom-right corner).
Use the gear icon to select all documents that are filtered—across all pages. At the top you can see “Showing X documents of Y,” which shows how many filtered documents are selected.
Note: When selecting products/components from the overview, the gear icon selects all filtered products across all pages. Using the checkbox next to the gear icon selects only the products visible on the current page.
When documents are selected, a green Actions button appears.
How to assign certificates:
Click Actions → Assign Media.
Select Certifications and click Continue.
Select the certificate(s) you want to assign.
Click Add Document to select or upload the file linked to the certificate.
Upload a new file or choose an existing one from Assets (right-click → Choose).
Enter certificate numbers, issue date, expiry date, and any notes.
Click Confirm Assignment.
The certificate is now placed in the Certifications attribute on all selected documents. Existing certificates are not replaced—an additional one is simply added. You can repeat the process for multiple certificates in one or more rounds.
2. Mass-attach/assign from Assets
You can also mass-attach certificates directly from the Assets page. This is useful when working across document types.
How to do it:
Right-click the file (PDF, image, certificate, etc.).
Select Assign to Document.
Use search or filters to select relevant documents—products, components, locations, or other types.
Select the certificate and confirm the assignment.
The advantage of this method is that you can mass-assign the same file to many different document types at once without first opening their respective overviews.
Replacement/renewal of certificates
When a certificate expires or needs to be updated, you can replace it across all documents where it was previously used. This is done directly from the Assets page using Replace Usages.
How to mass-replace a certificate
Go to Assets and upload a new file, or use an existing file.
Right-click the old file to be replaced and select Replace Usages.
A pop-up shows all documents (products, components, locations, etc.) where the file is used.
Select All or choose specific documents where the file should be replaced.
Click Continue.
On the next page, select the new file to replace the old one:
Right-click the new file (from Assets or a new upload) and select Choose.
Finish by clicking Confirm Replacement.
The file is then automatically replaced (where used) across all selected documents.
Collect certificates (Guide coming)
Via data enrichment link
How to hide non-relevant certificates in the link:
Via datapool setup and sync