Note: This feature is dependent on your package type with Ankored.

The Document Upload requirement type uses AI-powered verification to automatically review uploaded certificates and documents such as SafeSport, Impact Concussion Training and CPR. Instead of manually reviewing every upload, the AI validates the document and either auto-approves it or routes it to your admin team for manual review.

Use This Option For Requirements Such As:

CPR / First Aid / AED Certifications
SafeSport Certificates
ImPACT Baseline Test Results

How to Create a Document Upload Requirement

Go to Requirement Library
Click Add New Requirement
Select Document Upload and click the + button
Complete the required fields (detailed below)
On the right panel, select the Group(s) and Role(s) this requirement should be assigned to
Click Save

Understanding the Configuration Settings

Date Validation

This setting controls how the AI checks whether an uploaded certificate is still valid. You will see a dropdown with two options:

Valid on Current Date — The AI extracts the expiration date from the uploaded certificate and checks whether it is valid today (the day the document is processed). If the certificate has already expired, it is automatically flagged as invalid. Use this option for ongoing requirements where you need members to always have a current, non-expired certification.

Valid on Future Date — When you select this option, a date field labeled Valid On Date will appear. Enter the specific date you need the certificate to be valid through (for example, the last day of your season: 08/31/2026). The AI will check whether the certificate will still be active on that date. Even if the certificate is valid today, it will be flagged if it expires before the date you entered. Use this option for seasonal programs where you need everyone cleared through the end of the season.

Valid On Date

This field only applies when Valid on Future Date is selected. Enter the date (MM/DD/YYYY) that the certificate must still be valid on. If you selected Valid on Current Date, this field does not apply.

Expiration

This setting acts as a fallback. Not every certificate includes a printed expiration date. If the AI cannot find an expiration date on the uploaded document, it will use this setting to calculate one.

Select Expires N days after completion and enter the number of days. The system will take the completion date found on the certificate and add the number of days you enter to determine an expiration date.

For example, CPR certifications are typically valid for 2 years. Enter 730 in the Days field. If the AI reads a completion date of 01/15/2025 but no expiration date, it will calculate 01/15/2025 + 730 days = 01/14/2027 as the expiration, and then check that against your Date Validation setting.

Instructions

Enter any guidance you want your members to see when they view this requirement. This might include where to obtain their certification, what file types are accepted, or any specific details about what documentation is acceptable.

What Happens When a Member Uploads a Document?

The member uploads their certificate (PDF, PNG, or JPEG).
The requirement status changes to Waiting on Provider while the AI processes the document.
Within seconds, the AI analyzes the uploaded document. It checks whether the document matches the expected certificate type, extracts key information such as dates and name, and validates the dates against your configuration.
Based on the AI's analysis, one of two things happens:
- Auto-Approved — If the AI has high confidence that the document is valid, the certificate type matches, the dates are current, and the name matches, the requirement is automatically marked as Completed. No admin action is needed.
- Routed to Manual Review — If the AI is uncertain about the document (for example, the image quality is low, the dates are unclear, or the name does not match), the requirement moves to Pending Review. An admin can then review the document along with the AI's findings in the Review Upload Requirements section and approve, reset, or reject it.

Reviewing Documents as an Admin

When a document requires manual review, navigate to the Review Upload Requirements section. You will see the uploaded document along with information the AI extracted, including:

Name found on the certificate
Issue date, completion date, and expiration date
Whether the document type matched the expected certificate
The AI's confidence level and findings

From there, you can:

Approve — The requirement is marked as Completed.
Reset — The member can upload a new document.
Reject — The member receives an email explaining why and can re-submit.

Tips for Best Results

Encourage members to upload clear, legible copies of their certificates.
Accepted file types are PDF, PNG, and JPEG.
The name on the certificate should match the member's name in Ankored for the best chance of auto-approval.
For CPR certifications, a 730-day expiration fallback (2 years) is a common configuration.