How to Upload Documents

CredFolio makes it easy to upload and organize your professional credentials. Our AI automatically categorizes your documents and extracts key information like expiration dates and license numbers.

What Document Types Can I Upload?

You can upload these credential document types:

Category	Examples
Licenses	Medical license, nursing license, pharmacy license
Certifications	Board certification, BLS, ACLS, PALS
DEA	DEA registration certificate
CME/CE	Continuing education certificates
Insurance	Malpractice insurance, liability coverage
Other	Diplomas, transcripts, employment verification

What File Formats Are Supported?

CredFolio supports these file formats:

PDF — Recommended for best AI extraction accuracy
Images — JPG, PNG, WebP

Tip: PDF files produce the most accurate AI extraction. If you have a paper document, use your phone's scanner app to create a PDF.

How Do I Upload Documents?

Method 1: Drag and Drop

Open your Dashboard
Drag files from your computer directly onto the upload area
Wait for AI processing to complete

Method 2: Click to Upload

Click the Upload button
Select one or more files from your device
Click Open to start the upload

What Happens After I Upload?

After you upload a document, CredFolio will:

Classify the document — Identify what type of credential it is
Extract key data — Pull out dates, numbers, names, and other important information
Request confirmation — Ask you to verify the extracted data before saving

Important: Always review the AI-extracted information before confirming. While our AI is highly accurate, you should verify critical details like expiration dates and license numbers.