How to Submit Your Transcript, Portfolio, or CE Renewal Requirements to Your Regulatory Body (CE Zoom V2)

If your license requires CE documentation to be submitted for renewal compliance or audit, CE Zoom makes the process simple. Follow the steps below to submit or resubmit your CE transcript.

Before You Begin:

Follow the steps below based on your account type.
Upgraded users can follow the basic instructions, but we recommend using the upgraded instructions for enhanced visibility, added features, and a clearer view of your compliance status.

Click your account type below to jump to the correct submission instructions:

• Upgraded Users – Enhanced Submission Instructions

• Basic Users – Standard Submission Instructions

Upgraded User Submission Instructions

Step 1: Watch for Dashboard Notifications

When a license requires transcript submission, a notification bar will appear at the top of your Professional Dashboard. This message will indicate:

• Which license is affected

• The renewal period that requires submission

If more than one of your licenses requires the same action (e.g., audit resubmission or failed audit), you’ll see a “View All” button in the notification bar.
Click it to view a list of all licenses needing that specific action.

From the navigation menu, click "Tracker" to begin. This upgraded feature gives you full visibility into your compliance status, allowing you to review all CE details, resolve flags, and confirm accuracy before submission, providing a clear, automated check to ensure everything is complete and compliant.

Step 2: Choose the Correct License & Period

On the Tracker page:

• Use the License dropdown to select the license mentioned in the notification.

• Use the Period dropdown to select the correct renewal cycle.

Once selected, one of the following buttons will appear:

• Submit CE Transcript

• Re-Submit CE Transcript (if a previous submission failed audit)

Step 3: Review Your Transcript for Compliance

Before submitting, review your transcript to confirm overall compliance.

• Check the progress circle—you should see 100% completion.

• If your progress is below 100%, review all requirement groups to identify what’s missing or not applied (e.g., total hours, course count, self-study limits).

• Make any necessary updates or additions to meet the required standards.

Only submit when your transcript shows 100% compliance. Submitting before all requirements are met may result in a failed audit or the need to resubmit.

Step 4: Submit Your Transcript

• Click the  Submit button.

• A confirmation pop-up will appear with a statement affirming that your documentation is accurate.

• Read it carefully, then click Submit to finalize.

Step 5: Confirmation

After submission:

• The notification bar will update to green with a confirmation message.

• Your Audit Status will display on the transcript (e.g., Chosen Not Audited, Audit Passed, or Audit Failed).

Basic User Submission Instructions: 

Step 1: Watch for Dashboard Notifications

When a license requires transcript submission, a notification bar will appear at the top of your Professional Dashboard. This message will indicate:

• Which license is affected

• The renewal period that requires submission

If more than one of your licenses requires the same action (e.g., audit resubmission or failed audit), you’ll see a “View All” button in the notification bar.
Click it to view a list of all licenses needing that specific action..

Click “View Records” on the notification to go directly to your My CEs page.

 Step 2: Choose the Correct License & Period

On the My CEs page:

• Use the License dropdown to select the license listed in the notification.

• Use the Period dropdown to select the correct renewal cycle.

You will see one of the following buttons:

• Submit CE Transcript

• Re-Submit CE Transcript (if the previous submission failed audit)

Step 3: Submit Your Transcript

• Click the Submit button.

• A pop-up will appear with a statement affirming that the documentation is true and complete.

• Read it carefully, then click Submit to finalize.

Step 4: Confirmation

Once submitted:

• The notification will update to green with a confirmation message.

• Your Audit Status will also be shown on the transcript page (e.g., Chosen Not Audited, Audit Passed, or Audit Failed).