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New to Wauld? This collection introduces you to the essentials. Learn what Wauld is, who it’s built for, and how it fits into your credentialing workflows. We’ll guide you through creating your account, completing the onboarding process, and understanding the platform’s hierarchy of Accounts and Workspaces. You’ll also find details on system requirements and supported browsers so you can start on the right foot with a smooth, reliable experience.

Getting Started

Understanding how Wauld is structured is key to making the most of it. This collection explains the building blocks of the platform; covering Accounts, Workspaces, Engagements, Documents, Credentials, and more. Learn about the different user roles, their permissions, and how they fit into Wauld’s hierarchy. You’ll also find a glossary of key terms to help you get familiar with the language of credentialing, so you can navigate the platform with confidence and clarity.

Platform Concepts & Terminology

The Admin Centre is the control hub of your Wauld organization. This collection covers every aspect of platform administration, helping you configure, maintain, and monitor your organization effectively. Explore how to manage account settings, workspaces, and user profiles, handle organization verification, and oversee subscription plans and billing. From adding co-owners to reviewing credential usage and upgrading plans, these articles guide you through all administrative tools available to keep your Wauld environment secure, compliant, and up to date.

Admin Functions

Recipient Functions

Engagements are the foundation of how credentials are organized and issued in Wauld. This collection explains what engagements are, how they connect documents, recipients, and credential workflows, and how to create and manage them effectively. Whether you’re setting up a new training program, event, or certification cycle, these articles will guide you through creating, editing, and maintaining engagements to keep your credentialing process structured, efficient, and easy to manage.

Engagements Management

This collection walks you through the complete lifecycle of digital credentialing in Wauld; from design to delivery. Learn how to create and edit documents, apply branding, and use Wauld’s Design Studio to build visually consistent, verifiable certificates and badges. Explore how to add recipients manually or in bulk, preview and issue credentials, and manage every aspect post-issuance, including edits, resends, and change requests. You’ll also find guidance on tracking recipients, viewing credential details, interpreting audit logs, and handling credential actions like voiding, updating, or reissuing. Whether you’re issuing a few credentials or thousands, these articles ensure every step is secure, efficient, and fully under your control.

Issuing & Managing Credentials

Reporting & Dashboard

Integrations

Automate credential workflows by connecting Wauld with apps like Gmail, Google Sheets, Google Forms, Slack, and more through Zapier. This guide explains how to use Wauld as both a trigger and an action, including setup, field mapping, testing, troubleshooting, and access management. 

Zapier Integration

Automate credential workflows by connecting Wauld with apps like Gmail, Google Sheets, Slack, HubSpot, Airtable, and more through Make. This guide explains how to use Wauld as both a trigger and an action, including setup, field mapping, testing, troubleshooting, and access management.

Make Integration 