First Certification Workflow
Use this sequence for a clean first record that is easy to understand and verify later.
1.
Before You Start
- Finalize the exact file version you want to certify.
- Set a clear project name and version name.
- Add a short version note describing the change.
- Select the right owner profile before you proceed.
2.
Certification Steps
- Open your project and create a new version.
- Attach files that represent this milestone.
- Confirm names and notes, then start certification.
- Wait for proof generation and completion status.
3.
After Certification
- Review proof pack metadata for correctness.
- Store the proof pack in your Proof Safe and backup location.
- Keep related communication and commercial records nearby.
Practical rule
Certify before sending externally. The value of your record is strongest when timeline events are clear.
Suggested version naming
v01_initial-concept
v02_client-feedback-round-1
v03_final-deliveryFAQ
Should I certify only final files?
No. Certify key milestones to create a stronger version timeline.
Can I include supporting files?
Yes. Include source files and other relevant assets when they represent the milestone.