> ## 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.

# Certify Records

> Manage participant records and upload result CSVs for certificate generation.

<Warning>
  9Pic Certify is a **Pro plan** feature (Pro and Enterprise). This tab appears only after initial [Setup](/dashboard-guide/certify/setup) is complete.
</Warning>

## Overview

The **Records** tab manages the participant records each certificate is generated for. If your data source is self-managed or a proxy upload, a CSV uploader appears here so you can bring records in from a spreadsheet.

## Upload Records from a CSV

When your source is self-managed or proxy, use the upload flow to import records.

<Steps>
  <Step title="Prepare your CSV">
    Match the columns Certify expects (for example bib/name/category/time, depending on your template's fields).
  </Step>

  <Step title="Upload">
    Use the upload flow at the top of the Records tab to import the CSV. Records are matched to your source and template.
  </Step>

  <Step title="Verify">
    Review the imported records in the list below before publishing.
  </Step>
</Steps>

## Manage Records

The record manager lists every participant record. You can add a record manually, edit an existing one, or remove records that shouldn't receive a certificate.

<Note>
  Records are the third prerequisite for Certify. You need at least one record (plus a source and a template) before the working tabs unlock.
</Note>

## Next Steps

<CardGroup cols={2}>
  <Card title="Certificate Design" icon="palette" href="/dashboard-guide/certify/certificate">
    Data sources and certificate templates.
  </Card>

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