CredFolio Feature Overview
CredFolio provides a complete suite of tools for managing your professional credentials. This article introduces each core feature and how they work together.
Core Features:
CredVault™ - Secure document storage
CredScan™ - AI document scanning
CredSort™ - Smart organization
CredEngine™ - CME tracking
CredShare™ - Secure sharing
CredVault™ - Secure Storage
CredVault™ is your private, encrypted document vault for all professional credentials.
What You Can Store
Medical licenses and state registrations
Board certifications
CME/CE certificates
DEA registrations
Insurance documents (malpractice, liability)
Hospital privileges and affiliations
Educational diplomas and transcripts
Security Features
AES-256 encryption at rest
TLS 1.2+ encryption in transit
Private storage - Only you can access your documents
Signed URLs - Time-limited secure access
Storage Limits: Free (10 docs) • Pro (60 docs) • Premium (unlimited)
CredScan™ - AI Document Scanning
When you upload a document, CredScan™ automatically:
Identifies the document type (license, certificate, diploma, etc.)
Extracts key information (names, dates, license numbers)
Detects special topics for CME certificates (opioids, ethics, etc.)
Flags potential issues (missing dates, unclear scans)
Supported File Types
PDF (recommended for best results)
JPEG/JPG
PNG
WebP
Maximum file size: 50 MB per file.
Tip: Upload clear PDF documents for best results. You can always edit extracted information before confirming.
CredSort™ - Smart Organization
CredSort™ automatically categorizes your documents into logical folders:
Category | Document Types |
Licenses | State medical licenses, DEA, state-controlled substance |
Certifications | Board certifications, specialty certificates |
CME/CE | Continuing education certificates |
Education | Diplomas, transcripts, training records |
Insurance | Malpractice, liability policies |
Employment | Contracts, privileges, affiliations |
Folder Limits: Free (7 folders) • Pro (10 folders) • Premium (all folders unlocked)
CredEngine™ - CME Tracking
CredEngine™ helps you track continuing medical education requirements:
Smart compliance tracking - Automatically calculate progress toward state requirements
Special topics - Track mandatory topics (opioids, ethics, cultural competency)
MATE Act compliance - Track one-time federal opioid training requirement
Compliance reports - Export PDF/CSV reports for license renewals (Pro+)
CME Tracking: Free (1 state) • Pro (1 state) • Premium (unlimited states)
CredShare™ - Secure Sharing
Share credentials with employers, hospitals, or credentialing agencies:
Create share packages - Bundle documents to share
Set expiration dates - Links automatically expire
View-only access - Recipients can view but not download (by default)
Access tracking - See who viewed your package and when
Revoke anytime - Remove access instantly
Share Package Limits: Free (not available) • Pro (3 active packages) • Premium (unlimited)
Expiration Alerts
Never miss a renewal deadline with automatic alerts:
Plan | Alert Schedule |
Free | 7 days before expiration |
Pro | 30 days before expiration |
Premium | Cascade alerts: 90, 60, 30, and 7 days + SMS option |
Need More Help?
Click the chat icon in the bottom-right corner to contact our support team, or browse our Help Center for detailed guides on each feature.