This is our new, enhanced CE Broker experience, and we’ll be rolling it out to users over the next few months. If your account hasn’t been updated yet, stay tuned—there’s an exciting new experience on the way!
Attaching Your Digital Certificate During the Self-Reporting Process
1. Start by saving a digital copy of your certificate to your computer or device.
If the educational provider sent you a digital certificate, simply download and save it to your device. If you received a physical certificate, you will need to scan it or take a clear photo of it and save that image to your device so it can be uploaded when reporting your continuing education.
When saving the file, it is recommended that you name it according to the course or credit it represents. This can make it much easier to locate the correct document later when you are ready to attach it.
Accepted document types include .doc, .docx, .ppt, .pptx, .xls, .xlsx, .wpd, .txt, .pdf, .jpeg, and .jpg.sx, .wpd, .txt, .pdf, .jpeg, .jpg
2. Begin reporting your continuing education.
After entering the requested course and credit information, you will be taken to the Attachments screen. Depending on your regulating entity’s requirements, you may see up to three attachment options: Attach Document, Maintain My Own, and Mobile App. These options allow you to provide documentation for your completed course or indicate how you will maintain your records.
3. Attach your document.
Click the small square box marked with the Attach Document icon to begin adding your certificate. You can either drag and drop your file directly onto the cloud/arrow icon within the larger rectangle area, or click Browse to open your device’s folders and locate the saved document.
After selecting your certificate, follow the prompts on your device to attach the file. The file name will appear at the bottom of the Drag and Drop or Browse section once it has been selected.
If a blue loading bar appears, the file is still uploading. Wait for the bar to disappear to confirm the upload is complete.
When the attachment is successful, a note reading “1 file attached” will appear under the Attach Document button.
4. Click Continue to move to the final step of the reporting process.
If your file was not successfully attached, an error will appear prompting you to attach the required document. You may also need to verify that the file type and size meet the acceptable requirements before proceeding.
5. Review the attestation statement carefully, then click Submit CE to complete the reporting process.
Uploading a Certificate to Reported Courses
1. Log in to your CE Broker account.
2. Select the specific license by clicking "View Details" and then select the Course History
3. To the right of each credit entry, you will see a paperclip icon that you can click to attach your documentation. You can also click on the course itself and attach your documentation using the Upload/Drag and Drop button.
4. A small window will appear prompting you to attach your course completion certificate. You can either drag and drop your digital certificate from your device onto the cloud/arrow icon, or click Browse to open your device’s files and locate the certificate. Once your document is uploaded, simply close the window to return to your Course History.
Please feel free to review the following articles related to this topic for additional context and guidance: