When reporting courses to CE Broker, your regulating entity may require you to upload a copy of your certificate of completion as proof of completion.
How to attach a digital certificate:
1. Start by saving a digital copy of your certificate to your computer/device.
- If the educational provider sent you a digital certificate, simply download/save it to your device.
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If you have a physical certificate, you will either need to scan it to your device or take a photo of it, and send that photo to your device.
💡It is suggested to name your file according to what credit/course it pertains to when saving to your device. This can be very beneficial when attaching.
Accepted document types: .doc, .docx, .ppt, .pptx, .xls, .xlsx, .wpd, .txt, .pdf, .jpeg, .jpg
2. Begin reporting your CE. After recording all of the credit information as prompted, you will reach the Attachments screen.
- Depending on your regulating entity, you may see up to three options for attachment.
3. Click directly on the small square box marked with the Attach Document icon. Once selected, you will have the option to:
- Drag and drop your digital certificate from your device files over the icon of the cloud/arrow.
If you choose to drag your file, be sure to drop it into the larger rectangle area with the cloud/arrow icon directly. - Click the Browse button to view your device files to locate and select the document.
You may need to navigate to different system file folders to find the previously saved copy of your certificate. (From Step 1, this is when searching for the name of the file can be helpful.) - Once you locate your certificate file, select it and follow the steps your device prompts in order to attach.
4. You will then see the name of your file listed at the bottom of the "Drag and Drop or Browse" section. The file must be uploaded completely before successfully attaching.
- If you notice a blue loading bar, your file has not finished uploading, wait for this bar to disappear.
- When your file has been successfully attached, a note marked, "1 file attached" under the Attach Document button.
5. Click Continue to proceed to the final step of the reporting process.
- If the file was not successfully attached, you will receive an error stating that you need to attach documents.
- You may also need to review the file type and size to make sure the file is appropriate to attach.
Once your CE is submitted, you'll have access to retrieve your certificate at any time from your course history!
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