For providers
The CredWallet help center.
The complete CredWallet help center. Upload your credentials, connect to the organizations you work with, and keep everything current. CredWallet is free for every provider, on every plan.
Sign in to CredWalletGetting started
Set up your wallet, connect to an organization, and add your first documents.
- Creating & Connecting Your Provider Account to OrganizationsGo from an invitation email to a connected CredWallet account in three steps: accept the invite, set up your account on your phone or computer, and connect to the organization that invited you.Read guide
- Getting Around CredWalletIn this guide, you will learn how CredWallet is laid out: what each item in the sidebar is for, and where to find the detailed guide for each.Read guide
- Uploading Your DocumentsDrag and drop your files on the Upload page, let Smart Organization categorize them and extract the details, then review and approve so everything is saved to your credential profile.Read guide
- Managing Your RecordsCovers the 12 record categories, adding records by upload or manual entry, reviewing scanned details before saving, and using record cards and the inactive-records toggle.Read guide
Using CredWallet
Tasks, sharing, exports, and staying ahead of expirations.
- Completing Tasks from Your OrganizationsOrganizations you're connected to can request records from you. Requests appear as tasks on your Home screen with a due date. Select "Start" to submit the record, then track it through the "Submitted" and "Completed" tabs.Read guide
- Sharing Your Profile and ExportingExport your full CredWallet profile as a ZIP file, connect with organizations that request access, and review records organizations share back with you, all from the Share page, with encrypted data and access you can revoke at any time.Read guide
- Staying Ahead of ExpirationsThe Expirations widget on Home warns you about anything expiring soon and shows "All Clear!" when nothing is due in the next 90 days. Connected organizations may also send you a record request task when a credential needs renewing. After you renew, upload the new document (Smart Organization extracts the new dates) or update the record manually from its category page.Read guide
Provider FAQ
Short answers to what providers ask most.
Looking for a different product? See CredComply.
Still stuck?
Our team answers onboarding questions directly. Reach out and we will get you moving.
Monday to Friday, 9am to 5pm PT. We typically reply the same business day.