CE Zoom's CE Certificate Manager simplifies the process of generating, managing, and tracking CE certificates. This tool ensures accuracy, compliance, and efficiency by automating key aspects of certificate issuance and record-keeping.
Get Started: Click on a How-To article for the Certificate Manager to find step-by-step guidance and make the most of its features!
How to create a Course Certificate in CE Zoom (V2)
How to edit a Course Certificate in CE Zoom (V2)
How to change the status of a Course Certificate in CE Zoom (V2)
Deleting a Course Certificate on CE Zoom (V2)
Main Article: Understanding the Certificate Manager on CE Zoom (V2)
How to create a Course Certificate in CE Zoom
- Log into your CE Zoom company account (www.cezoom.com)
- From the Navigation Menu click on Certificate Manager
- Click Add new certificate +
- Fill out the form to create your custom certificate:
Header
- Company Logo (Optional) – Upload your company logo.
- This will appear in the upper left of your CE Certificate
- Certificate Name – Enter the name of the certificate you are creating.
- This field is for internal use only to help you easily identify the certificate when attaching it to a course.
- Choose a clear and descriptive name that aligns with the elements included in this certificate, such as provider approvals, course type, or year.
- Using a structured naming convention ensures you can quickly find and apply the correct certificate to your courses.
- Offering Company Name – This is auto-filled with the company name on the CE Zoom Company Account.
- Company Contact Email – Enter the contact email for inquiries related to the certificate.
- Slogan or Company Description (Optional) – Add a tagline or a brief description of your company.
- Country – Select your country (e.g., United States).
- State/Province/Territory – Choose your state (e.g., Texas).
- Billing Address (Optional) – Enter the official billing address if needed.
- Apt or Bldg # (Optional) – Add a suite or apartment number if applicable.
- City (Optional) – Enter the city of your company’s location.
- Zip/Postal Code (Optional) – Provide the postal code.
- Phone (Optional) – Select the appropriate phone number option for contact.
Course Attendance Verification
- This section cannot be manually edited. All fields are auto-filled based on the course details and the professional receiving the CE. This ensures that each certificate is 100% specific to the attendee, preventing blank or generic CE certificates.
Signature
If you want to include a signature on the certificate, select the checkbox to expand the signature options. You must:
If you prefer not to add a signature, simply skip this section, and the certificate will be issued without one.
- Draw your signature directly in the provided space or upload a signature image
- Enter the signer’s name and title (mandatory if a signature is added).
Provider Statement & Logo
If you have provider approvals that you would like CE Zoom to automatically manage on your certificate, select the checkbox to enable provider statements and logos on the certificate. (Understanding the Provider Statement & Logo Manager on CE Zoom)
If provider approvals are not needed, simply skip this section, and no provider statement or logo will be added to the certificate.
- Choose all active provider approvals you want displayed.
- Only active provider approvals will be available for selection. (How to update the provider status)
- If a provider approval has expired, you can edit and renew it to make it active again. (How to renew your provider approval)
- If you need to add a new provider approval, click "Add New Provider Statement & Logo" to input the necessary details. (How to add a new Provider statement & logo)
Additional Images
If you want to add extra images to your certificate, such as sponsor logos or other relevant graphics that are not your company logo or automatically managed provider approval logos, select the checkbox to enable additional images on the certificate
- Enter a name for the image to help identify it.
- Upload the image file
- Click "Add another image" if you need to upload multiple images.
Additional Information (optional)
This section allows you to include optional statements and important disclaimers on your CE certificate.
Use this section to ensure compliance with regulatory requirements and provide transparency to attendees.
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Additional Statement (Optional) –This field allows you to add any additional information relevant to the course or certification.
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Joint Provider Courses – If your course is offered in partnership with another provider and the joint provider statement is not being managed by a specific joint provider approval, this is the perfect place to include that statement.
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Use this section to ensure all necessary information is clearly communicated on the certificate.
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Notice of Opportunity to File Complaints (Optional) – If applicable, provide details on how participants can file complaints regarding the course.
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Disclaimer Statement (Required) – This field is pre-filled with a disclaimer clarifying that CE credits may not apply to all licensing boards and that attendees are responsible for verifying and reporting their hours. If any additional disclaimers need to be added please add under the additional Statement iput field.
Preview
Preview – Click this button to view the layout of your CE certificate before finalizing.
⚠️ Mandatory Fields Check – If any required fields are incomplete, the system will not allow you to preview the certificate.
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- Missing fields will be highlighted in red.
- A warning message will appear to indicate what needs to be completed before proceeding.
- Ensure all required fields are filled
Cancel – Select this if you want to discard changes and exit without saving.
Update or Finalize
- If any changes are needed, click "Update Certificate" to make edits.
- Note: All Course Attendance Verification data will appear blank in the preview. This is because the certificate has not yet been attached to a course or an attendee's verified details. Once assigned, the system will automatically populate this information.
- If everything looks correct, click "Done" to save your CE certificate.
How to edit a Course Certificate in CE Zoom
- Log into your CE Zoom company account (www.cezoom.com)
- From the Navigation Menu click on Certificate Manager
- From the Course Certificate Manager, locate the certificate you want to update.
- Click Manage Certificate to expand the dropdown menu.
- Select Edit/View to open the editing screen
- You can only edit course certificates that have not been used. Once a certificate has been attached to a course and verified, it becomes locked and can no longer be updated.
- ⚠️ Uneditable Notification: If one or more courses attached to this certificate have been verified the certificate will have the following notification:
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If a locked CE certificate is no longer accurate, you will need to:
- Inactivate the existing certificate to prevent further selection on future courses.
- Create a new certificate with the correct information.
- Attach the new certificate to all future courses.
If the new certificate needs to be applied to a previously verified course, please reach out to help@cezoom.com for Company Tech Support. Our team can assist with making necessary adjustments as part of our supplemental support services.
How to change the status of a Course Certificate in CE Zoom
- Log into your CE Zoom company account (www.cezoom.com)
- From the Navigation Menu click on Certificate Manager
- From the Course Certificate Manager, locate the certificate you want to update.
- Click Manage Certificate to expand the dropdown menu.
- Select Change Status
- Click Yes
Deleting a Course Certificate on CE Zoom
⚠️ Important: If a CE certificate has been verified against a course, it cannot be deleted.
- If the certificate has NOT been used – You may proceed with deletion.
- If the certificate HAS been verified against – It can only be inactivated, preventing further use while keeping records intact.
- If a certificate is no longer accurate, create a new one and attach it to future courses.
- Log into your CE Zoom company account (www.cezoom.com)
- From the Navigation Menu click on Certificate Manager
- From the Course Certificate Manager, locate the certificate you want to delete.
- Click Manage Certificate to expand the dropdown menu.
- Select Delete
- Click Yes
- If you are unable to delete the selected certificate, you will receive this warning.
