Find quick answers to common questions about CredFolio. For detailed guides on specific features, check the related articles in each section.

Quick Navigation:

To reset your password, click "Forgot Password" on the login page. Enter your email address and we'll send you a link to create a new password.

Yes, CredFolio supports sign-in with Google, Apple, Facebook, LinkedIn, and Microsoft. You can also link multiple accounts in Settings → Security.

To enable 2FA, go to Settings → Security and toggle on Two-Factor Authentication. You'll need an authenticator app like Google Authenticator or Authy.

For security, sessions automatically expire after 30 minutes of inactivity. You'll see a warning 2 minutes before logout with an option to extend your session.

CredFolio accepts PDF, JPG, PNG, and WebP files up to 50 MB each. PDF files generally produce the best AI extraction results.

When you upload a document, CredFolio's AI (CredScan™) automatically identifies the document type, extracts key information like dates and license numbers, and categorizes it for you. Review the extracted data before confirming.

You can edit any extracted information before confirming. During the confirmation step, review all fields and make corrections as needed. After confirming, you can also edit documents from the Document Manager.

Document storage limits depend on your plan:

When you add a state license, CredFolio creates a CME tracking cycle based on your license renewal date. Upload CME certificates and allocate credits toward your license requirements. CredEngine™ tracks your progress automatically.

Yes, you can track CME credits for multiple states. With Premium, you can track unlimited state licenses. Free and Pro plans track CME for 1 state.

Many states require specific CME topics like opioid prescribing or ethics. When you upload a CME certificate, tag any special topics it covers. CredFolio tracks your progress toward these requirements separately.

The MATE Act (Medication Access and Training Expansion Act) requires DEA-registered prescribers to complete 8 hours of training on opioid/substance use disorder treatment. This is a one-time requirement effective June 27, 2023.

Use CredShare™ to create a secure share package. Select the documents to include, set an expiration date, and send the link. Recipients can view (but not download) your documents without creating a CredFolio account.

By default, no. Recipients can view documents in the browser but cannot download them. You can enable downloads in the package settings if needed.

Package limits depend on your plan:

Yes, you can upgrade or downgrade your plan anytime. Upgrades take effect immediately with prorated billing. Downgrades take effect at the end of your current billing period.

Subscription fees are generally non-refundable. Refunds may be considered in exceptional circumstances. Contact [email protected] within 30 days of the charge.

When you cancel, you retain access until the end of your billing period. After that, your account reverts to the Free plan. Your documents remain safely stored.

Yes, all payments are processed through Stripe, a PCI-compliant payment processor. CredFolio never stores your full card number.

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