> ## 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 Setup

> The first-time wizard that connects a data source, designs a template, and adds records.

<Warning>
  9Pic Certify is a **Pro plan** feature (Pro and Enterprise). If it's locked, upgrade or email [support@9pic.ai](mailto:support@9pic.ai).
</Warning>

## Overview

The **Setup** tab is a guided wizard that appears the first time you use Certify for an event. It walks you through the three things Certify needs before it can publish: a **data source**, a **certificate template**, and at least one participant **record**.

Once all three exist, the Setup tab disappears and is replaced by the **Certificate**, **Records**, and **Publish** tabs.

<Frame caption="Certify setup wizard">
  <img src="https://assets.9pic.ai/docs/dashboard-guide/certify/certify-setup.webp" alt="Certify Setup wizard showing the choose data source, design certificate, upload participants, and publish steps" />
</Frame>

## The Wizard Steps

<Steps>
  <Step title="Connect a data source">
    Add the source that holds your participant or result data. Depending on the source type you can pull data automatically or upload it yourself (CSV).
  </Step>

  <Step title="Design a certificate template">
    Create a template: choose a background, place dynamic fields (name, event, category, time), and style the text. You can create more than one template for different categories.
  </Step>

  <Step title="Add participant records">
    Add the records the certificates are generated for. For self-managed or proxy sources, you upload a results CSV; otherwise records sync from the connected source.
  </Step>
</Steps>

<Note>
  The wizard is considered complete once you have at least one source, one template, and one record. After that, manage each piece from its dedicated tab.
</Note>

## Common Questions

<AccordionGroup>
  <Accordion title="The Setup tab disappeared — where did it go?">
    That's expected. Once you have a source, a template, and a record, Setup is replaced by **Certificate**, **Records**, and **Publish**. Use those to make changes.
  </Accordion>

  <Accordion title="Can I add more templates later?">
    Yes. Open the **Certificate** tab to add or edit templates at any time.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <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>
</CardGroup>