> ## Documentation Index
> Fetch the complete documentation index at: https://docs.9pic.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# 9Pic Certify

> Generate and distribute personalized participant certificates from event and timing data.

<Warning>
  9Pic Certify is a **Pro plan** feature (available on Pro and Enterprise). On Trial and Pay-as-you-go plans it shows a lock in the event product nav. If it stays locked after upgrading, email [support@9pic.ai](mailto:support@9pic.ai) to switch it on for your organisation.
</Warning>

## Overview

9Pic Certify generates personalized certificates for participants — finisher certificates, participation certificates, and similar — and distributes them alongside event photos. Certificates can pull in dynamic fields like name, event, category, and finish time from a connected data source.

Open it from an event's product navigation: **9pic Certify**.

<Frame caption="Certify overview">
  <img src="https://assets.9pic.ai/docs/dashboard-guide/certify/certify-overview.webp" alt="Certify Overview tab showing the certificate setup summary card with source, template, record, and publish status entries" />
</Frame>

## How Certify Is Organised

Certify uses **progressive disclosure** — the tabs you see depend on how far you've set it up:

| Stage                           | Tabs shown                                              |
| ------------------------------- | ------------------------------------------------------- |
| Before initial setup            | **Overview**, **Setup**                                 |
| After initial setup is complete | **Overview**, **Certificate**, **Records**, **Publish** |

"Initial setup complete" means you have at least one data **source**, one certificate **template**, and one participant **record**. Until then, the **Setup** wizard guides you through those three things. Once done, the Setup tab is replaced by the three working tabs.

| Tab             | What it's for                                                                             |
| --------------- | ----------------------------------------------------------------------------------------- |
| **Overview**    | A summary of your certificate setup and status                                            |
| **Setup**       | A guided wizard to connect a source, design a template, and add records (first-time only) |
| **Certificate** | Manage data sources and design certificate templates                                      |
| **Records**     | Manage participant records and upload result CSVs                                         |
| **Publish**     | Distribute certificates to participants                                                   |

## Getting Started

<Steps>
  <Step title="Confirm your plan">
    Certify needs the Pro plan or above. Upgrade from [Credits](/dashboard-guide/credits) if it's locked.
  </Step>

  <Step title="Run Setup">
    Open the **Setup** tab and follow the wizard — connect a data source, design your certificate, and add records. See [Certify Setup](/dashboard-guide/certify/setup).
  </Step>

  <Step title="Refine and publish">
    Once setup is complete, use **Certificate**, **Records**, and **Publish** to refine templates, manage records, and distribute.
  </Step>
</Steps>

## Common Questions

<AccordionGroup>
  <Accordion title="Do I need timing or result data?">
    Only if your certificate template includes fields like finish time or category. For a simple participation certificate, a participant list is enough.
  </Accordion>

  <Accordion title="Why don't I see the Certificate, Records, and Publish tabs?">
    They appear only after initial setup is complete (a source, a template, and at least one record). Finish the **Setup** wizard first.
  </Accordion>

  <Accordion title="Can I regenerate certificates?">
    Yes. Update the template or records and re-publish.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Certify Setup" icon="wand-magic-sparkles" href="/dashboard-guide/certify/setup">
    The first-time wizard: source, template, records.
  </Card>

  <Card title="Certificate Design" icon="palette" href="/dashboard-guide/certify/certificate">
    Data sources and certificate templates.
  </Card>

  <Card title="Records" icon="user" href="/dashboard-guide/certify/records">
    Participant records and result CSV uploads.
  </Card>

  <Card title="Publish" icon="rocket" href="/dashboard-guide/certify/publish">
    Distribute certificates to participants.
  </Card>
</CardGroup>