To allow end-users to add an external certificate to an existing session record for an internal program, your firm must first enable the setting that allows for external certificate uploads. This setting can be found and activated by navigating to Settings > User Experience > Transcript > Allow Professionals to Upload External Certificates.

Once the setting is enabled, users who have a passed session record in an internal program that does not already have a certificate template can upload an external certificate directly through their Transcript.

Please note that if a certificate template is later applied to the session, any manually entered certificates will be replaced.