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  1. Folio Help Centre
  2. Entities, Contacts & Credentials
  3. Credentials

Credentials

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  • Credentials and Eligibility Criteria
  • Setting Up Credential Approvers for an Entity
  • How do I approve Credentials?
  • Requesting credentials
  • Cancelling a credential request
  • What happens when a credential is not required for a particular contract?
  • How does a Service Provider upload a credential?
  • How do I upload credentials on behalf of a Service Provider?
  • What happens if a credential goes past its expiry date?
  • Can I add a credential directly from a contract?
  • Can credentials only be submitted in part or do they all have to be uploaded?
  • How do I easily see the Eligibility status on all of my Contracts?
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