Four new features: bring your consultant, drop in your folder

Two questions came up again and again this autumn: "Can our health and safety consultant see this too?" and "Do I really have to upload that binder one card at a time?" The answers are now yes, and no.

1. Your external consultant with their own login 👥

Many firms use an external health and safety consultant who comes in a few hours a week or a month. They can now look along or work in Certly with their own login. Invite them under Settings → Team → External advisers and choose whether they can manage records or only view them. Subscription, team and settings always stay with you, and you revoke access in one click.

For the consultant it's a relief: if they support several companies, they switch between clients with the same login. Their Clients page shows per company how many documents are expired, need action or are due soon. The adviser login is free. More on the consultants page.

2. A whole folder in one go 📂

Switching used to start with a binder full of card copies. You no longer upload them one by one: scan the binder and drop the whole folder into Document from photo. Certly reads each file and sorts them into three piles:

• sure: process them in one click;
• unsure: take a quick look;
• already there: replace or skip.

You can close the tab in between; anything stored stays put. And as always, a document is only created when you click Process. Single photos can now be picked several at a time too.

3. A start tailored to your industry 🏗️

When you create an account you now pick your industry: construction, transport or other. The document types that matter to you then sit at the top of every list. A haulier sees driving licence, Driver CPC and tachograph first; a contractor sees CSCS, first aid and IPAF. Everything else stays available, and you can change the industry in Settings.

The trial got fairer as well: the 14 days only start with your first document. Looking around, inviting colleagues or digging out your spreadsheet first no longer costs trial days.

4. The client matrix (Pro) 🗺️

Projects in Certly Pro already showed per job who's cleared. But planners often think one step earlier: who can I send to this client at all? The client matrix puts all your people against all your clients, each cell ready, action needed or not ready, with the reason. Anything expiring within 30 days shows as amber, so you see where it pinches before you plan. How to set up requirements per role is in the skills matrix template guide.

Everything in one place

Every feature is explained on the features page, prices are on the pricing page. No account yet? Try it free for 14 days. The 14 days start with your first document.