---
title: Certificates
description: This short video will walk you through how to create, manage and distribute certificates of insurance within the system.  Appulate's new Certificates page allows agencies and MGAs to issue certificate
---

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# Certificates

This short [video](https://youtu.be/pqH8ViTgDj8?si=FPs6uv28QbXXvurt) will walk you through how to create, manage and distribute certificates of insurance within the system. 

Appulate's new **Certificates** page allows agencies and MGAs to issue certificates of insurance.

- [Overview](https://help.appulate.com/en/knowledge/certificates#overview)
- [Creating a certificate](https://help.appulate.com/en/knowledge/certificates#create-certificate)
- [Certificates list](https://help.appulate.com/en/knowledge/certificates#certificates-list)
- [Certificate actions](https://help.appulate.com/en/knowledge/certificates#actions)
- [Signing a certificate](https://help.appulate.com/en/knowledge/certificates#sign) 
    - [Signing in progress](https://help.appulate.com/en/knowledge/certificates#signing-in-progress)
    - [Signed certificate](https://help.appulate.com/en/knowledge/certificates#signed-certificate)

### Overview

Certificates of insurance are used to verify the existence of a policy and provide a summary of it. 

In Appulate, you can create, edit, download, sign and send to sign, as well as email certificates on the **Certificates** page. To open it, navigate to the [Insured page](https://help.appulate.com/en/knowledge/new-insured-page?hsLang=en#navigation) and click the **Certificates** tab. Everyone except for [viewers](https://help.appulate.com/en/knowledge/viewers?hsLang=en) and the insured can access this page.

[![Certificates badge changed 2025-03-24](https://help.appulate.com/hs-fs/hubfs/Screenshots_for_HelpCenter/Certificates%20badge%20changed%202025-03-24.png?width=688&height=281&name=Certificates%20badge%20changed%202025-03-24.png)](https://help.appulate.com/hubfs/Screenshots_for_HelpCenter/Certificates%20badge%20changed%202025-03-24.png?hsLang=en)

Certificates are available to agencies and MGAs for policies in all Commercial lines except for Package - Commercial. This feature isn't currently available for the Person-type insured.

### Creating a certificate

Note: To create a certificate, you must have at least one active policy in any Commercial line except for Package - Commercial.

Tip: You can create a certificate both on the **Certificates** page and on the [Policy page](https://help.appulate.com/en/knowledge/new-policy-interface?hsLang=en#actions).

To add a certificate, click **Create certificate**. You'll need to complete three steps: **Holder**, **Policies**, and **Questions**.

[![Certificate creation after badge styles change6](https://help.appulate.com/hs-fs/hubfs/Screenshots_for_HelpCenter/Certificate%20creation%20after%20badge%20styles%20change6.gif?width=688&height=282&name=Certificate%20creation%20after%20badge%20styles%20change6.gif)](https://help.appulate.com/hubfs/Screenshots_for_HelpCenter/Certificate%20creation%20after%20badge%20styles%20change6.gif?hsLang=en)

1\. In the **Holder** step, fill in the information about the company or person your certificate of insurance is intended for. The **Name** and **Address** fields are required.

[![holder](https://help.appulate.com/hs-fs/hubfs/2024-07-09_17-47-31%20holder.png?width=688&height=301&name=2024-07-09_17-47-31%20holder.png)](https://help.appulate.com/hubfs/2024-07-09_17-47-31%20holder.png?hsLang=en)

2\. In the **Policies** step, select at least one policy you want to create a certificate for. 

[![Policies](https://help.appulate.com/hs-fs/hubfs/2024-07-09_17-47-57%20Policies.png?width=688&height=301&name=2024-07-09_17-47-57%20Policies.png)](https://help.appulate.com/hubfs/2024-07-09_17-47-57%20Policies.png?hsLang=en)

Note: The **Policies** list shows all active Commercial (except for Package - Commercial) policies of this insured. You can only select one policy per insurance line.

3\. The **Questions** step contains optional questions from ACORD 25.

[![Questions step](https://help.appulate.com/hs-fs/hubfs/2024-09-09_16-52-08%20questions%20step.png?width=688&height=387&name=2024-09-09_16-52-08%20questions%20step.png)](https://help.appulate.com/hubfs/2024-09-09_16-52-08%20questions%20step.png?hsLang=en)

The information that is already available for this policy will be prefilled. However, you can edit it. Editing these values will only apply to this certificate. This won't affect the actual policy's information.

The **Insured's mailing address** will also be prefilled with the **Mailing address** specified on the [Insured page](https://help.appulate.com/en/knowledge/new-insured-page?hsLang=en).

Once finished, click **Complete** to create the certificate. You can sign it right away or click **View all certificates** to proceed to the [Certificates list](https://help.appulate.com/en/knowledge/certificates#certificates-list).

[![Certificate is ready](https://help.appulate.com/hs-fs/hubfs/Screenshots_for_HelpCenter/Certificate%20is%20ready.png?width=688&height=281&name=Certificate%20is%20ready.png)](https://help.appulate.com/hubfs/2024-09-09_16-53-08%20certificate%20is%20ready.png?hsLang=en)

### Certificates list

[![Certificates list](https://help.appulate.com/hs-fs/hubfs/Screenshots_for_HelpCenter/Certificates%20list.png?width=688&height=280&name=Certificates%20list.png)](https://help.appulate.com/hubfs/2024-09-09_16-54-48%20certificates-1.png?hsLang=en)

Certificates are displayed with their **Holder**, **Policies**, **Creation date**, and **Expiration date**. You can sort by all columns except **Policies**.

To create a new certificate, just click **Create certificate** in the upper-right corner of the page.

A certificate will moved to the **Expired and canceled** section if:

- anything except for the questionnaire gets changed for any of the policies included in the certificate;
- any of the policies included in the certificate gets expired, canceled, reverted to a quote request, or deleted.

### Certificate actions

[![Certificates actions](https://help.appulate.com/hs-fs/hubfs/Screenshots_for_HelpCenter/Certificates%20actions.png?width=688&height=282&name=Certificates%20actions.png)](https://help.appulate.com/hubfs/2024-09-09_16-55-43%20certificate%20actions.png?hsLang=en)

- To sign or send to sign a certificate, click **Sign**.
- To edit a certificate, click the **Edit** button ![edit-icon-Mar-26-2024-09-44-13-5071-AM](https://help.appulate.com/hs-fs/hubfs/Imported_Blog_Media/edit-icon-Mar-26-2024-09-44-13-5071-AM.png?width=24&height=23&name=edit-icon-Mar-26-2024-09-44-13-5071-AM.png) . This will open the **Edit certificate** page with the **Holder**, **Policies**, and **Questions** tabs. The workflow is similar to [creating a certificate](https://help.appulate.com/en/knowledge/certificates#create-certificate).

Note: Editing a certificate that has been [signed or sent to sign](https://help.appulate.com/en/knowledge/certificates#sign) will cancel its signing.

- Each certificate also comes with a menu ![kebab-menu-icon-Mar-26-2024-09-44-15-4309-AM](https://help.appulate.com/hs-fs/hubfs/Imported_Blog_Media/kebab-menu-icon-Mar-26-2024-09-44-15-4309-AM.png?width=16&height=24&name=kebab-menu-icon-Mar-26-2024-09-44-15-4309-AM.png) that allows you to **Download**, **Send by email**, and permanently **Delete** it.

If a certificate has expired or has been canceled, you'll only be able to delete it. No other actions will be available.

### Signing a certificate

You can sign active certificates that haven't been signed or sent to sign yet.

[![Certificates Sign button](https://help.appulate.com/hs-fs/hubfs/Screenshots_for_HelpCenter/Certificates%20Sign%20button.png?width=688&height=280&name=Certificates%20Sign%20button.png)](https://help.appulate.com/hubfs/2024-09-09_19-27-20%20sign%20button.png?hsLang=en)

1\. Click the certificate's **Sign** button. This will open the **Sign certificate** dialog. There, you can select who will sign the certificate: you or another **Agency representative**.

2\. If you have chosen yourself as the signer, the [eSignature](https://help.appulate.com/en/knowledge/esignature?hsLang=en) window with the certificate will open right away. Just add your signature to the **Authorized Representative** box at the bottom and click **Finalize**.

[![Signing a certificate yourself](https://help.appulate.com/hs-fs/hubfs/2024-09-25_15-26-38%20signing%20a%20certificate%20yourself.gif?width=688&height=319&name=2024-09-25_15-26-38%20signing%20a%20certificate%20yourself.gif)](https://help.appulate.com/hubfs/2024-09-25_15-26-38%20signing%20a%20certificate%20yourself.gif?hsLang=en)

3\. To have someone else from your company sign the certificate, just select them in the **Agency representative** field. They will be sent an email with the link to the eSignature service. You will be notified when they sign the certificate.

[![Sending the certificate to another person](https://help.appulate.com/hs-fs/hubfs/2024-09-25_15-31-49%20sending%20the%20certificate%20to%20another%20person.gif?width=688&height=319&name=2024-09-25_15-31-49%20sending%20the%20certificate%20to%20another%20person.gif)](https://help.appulate.com/hubfs/2024-09-25_15-31-49%20sending%20the%20certificate%20to%20another%20person.gif?hsLang=en)

#### Signing in progress

![Certificates sign options](https://help.appulate.com/hs-fs/hubfs/Screenshots_for_HelpCenter/Certificates%20sign%20options.png?width=688&height=276&name=Certificates%20sign%20options.png)

If a certificate has the **Signing in progress** icon ![2024-09-09\_17-36-40 signing in progress icon](https://help.appulate.com/hs-fs/hubfs/2024-09-09_17-36-40%20signing%20in%20progress%20icon.png?width=25&height=26&name=2024-09-09_17-36-40%20signing%20in%20progress%20icon.png), this means that it has been sent to sign, but haven't been signed yet. Open its menu ![kebab-menu-icon-Mar-26-2024-09-44-15-4309-AM](https://help.appulate.com/hs-fs/hubfs/Imported_Blog_Media/kebab-menu-icon-Mar-26-2024-09-44-15-4309-AM.png?width=16&height=24&name=kebab-menu-icon-Mar-26-2024-09-44-15-4309-AM.png) for signing-related actions:

- You can keep track of the signing by clicking **Check signing status**. This will open the **Signing info** dialog with information on the signer, as well as the **Sent on** and **Signed on** dates.

[![Signing info for a certificate in process of signing](https://help.appulate.com/hs-fs/hubfs/2024-09-18_18-57-24%20signing%20info%20in%20process.png?width=400&height=173&name=2024-09-18_18-57-24%20signing%20info%20in%20process.png)](https://help.appulate.com/hubfs/2024-09-18_18-57-24%20signing%20info%20in%20process.png?hsLang=en)

- You can also **Remind to sign** the certificate, as well as **Cancel signing**.

Note: Editing ![edit icon-1](https://help.appulate.com/hs-fs/hubfs/edit%20icon-1.png?width=20&height=23&name=edit%20icon-1.png)  a certificate that has been sent to sign will cancel the signing. The signer's eSignature page will display the "This document has been cancelled" message. You can resign the certificate after editing.

#### Signed certificate

[![Certificates sign options2](https://help.appulate.com/hs-fs/hubfs/Screenshots_for_HelpCenter/Certificates%20sign%20options2.png?width=688&height=255&name=Certificates%20sign%20options2.png)](https://help.appulate.com/hubfs/2024-09-09_17-24-35.png?hsLang=en)

If a certificate has the **Signed** icon ![2024-09-09\_17-44-12 esignature icon](https://help.appulate.com/hs-fs/hubfs/2024-09-09_17-44-12%20esignature%20icon.png?width=25&height=26&name=2024-09-09_17-44-12%20esignature%20icon.png), this means that it has been signed. Open its menu ![kebab-menu-icon-Mar-26-2024-09-44-15-4309-AM](https://help.appulate.com/hs-fs/hubfs/Imported_Blog_Media/kebab-menu-icon-Mar-26-2024-09-44-15-4309-AM.png?width=16&height=24&name=kebab-menu-icon-Mar-26-2024-09-44-15-4309-AM.png) for signing-related actions:

- You can check the signing by clicking **Check signing status**. This will open the **Signing info** dialog with information on the signer, the **Sent on** and **Signed on** dates, as well as the downloadable **Audit trail** (signing log) and **Signed document**.

[![Signing info for signed certificate](https://help.appulate.com/hs-fs/hubfs/2024-09-18_18-56-40%20signing%20info.png?width=400&height=237&name=2024-09-18_18-56-40%20signing%20info.png)](https://help.appulate.com/hubfs/2024-09-18_18-56-40%20signing%20info.png?hsLang=en)

- You can also **Cancel signing**.

Note: Editing ![edit icon-1](https://help.appulate.com/hs-fs/hubfs/edit%20icon-1.png?width=20&height=23&name=edit%20icon-1.png)  a certificate that has been signed will cancel the signing. You can resign it after editing.

 

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