Upload and View Documents
- Meghan Butler (Unlicensed)
- Alex (Unlicensed)
You will be prompted to upload documents only while answering questions in Certify. You will not be able to upload documents directly to the documents tab or within the messages tab. Documents should be saved as individual PDF files (not zipped) with the proper naming convention. Acceptable characters are letters, numbers, dashes(-), and underscores(_). ex: document title_year (ex. W2_2015). Files must be 25MB or less. Do not password protect any files.
To view all documents uploaded in Certify, regardless of program/application, click the “Documents” link in the navigation bar at the top of the page to access your complete Document Library.
To view documents associated with your 8(a) Initial Application or Annual Review, select the Initial Application or Annual Review year desired from your dashboard, then select the Documents link on the Annual Review Overview page.
If you are unable to find help using our Knowledge Base please submit a ticket to our Help Desk by emailing help@certify.sba.gov.