Last updated: 2026-06-26

Manual vs extracted records

Anchorlet has two ways to populate a compliance record. Both end up in the same place on your compliance dashboard; the only difference is where the details came from.

Manual entry

  1. Open Compliance in the top nav, or the Compliance tab on a property page.
  2. Click Add manually.
  3. Pick the property and cert type, then fill in the certificate number, dates, and (for BER) the rating.
  4. Anchorlet suggests an expiry date using the type's default validity (10 years for BER, 1 year for RTB and Gas, 4 years for Electrical). You can override it.
  5. Save.

The record shows Manual in the dashboard's Source column.

Extracted from a cert PDF

Instead of typing, you can upload the certificate and let Anchorlet pull the details out:

  1. Upload the cert PDF — via Documents → Bulk upload, or the Upload document button on a property page.
  2. Anchorlet recognises the document and tags it as a BER, RTB, Gas Safety, or Electrical Safety certificate.
  3. Anchorlet reads the certificate fields: certificate number, issue date, expiry date, the property address, and (for BER) the rating.
  4. The address it read is matched against your properties using the same matcher Anchorlet uses for statements.
  5. If the address matches one of your properties and the certificate has an expiry date, Anchorlet creates the compliance record automatically — replacing any existing live record of the same type for that property (the old one moves to Recently Deleted).

Auto-created records show ✨ Extracted in the Source column, with a View source link back to the original PDF.

What about BER advisory reports?

A BER assessment produces two documents — the certificate and a longer advisory report of recommended energy upgrades. Anchorlet recognises the advisory as its own kind of document and files it with your documents (under Inspection Reports), but it never creates a compliance record from it. That's deliberate: an advisory report isn't one of the four compliance certificates and has no expiry date to track, so there's nothing for the dashboard to monitor. See The four cert types for the full distinction.

When auto-extraction doesn't create a record

Sometimes you'll upload a cert and no record appears on the dashboard. The usual reasons:

  • It wasn't a compliance certificate. Anchorlet classified the file as something else — an inspection report, a BER advisory report, an invoice — so the compliance step doesn't run.
  • No expiry date could be read. Without an expiry date there's nothing for the dashboard to track, so Anchorlet holds off rather than guess.
  • The address didn't match. If the address on the cert doesn't line up with one of your properties, Anchorlet won't auto-link it.

In all of these, the document still lands safely in your vault, with whatever fields Anchorlet could read attached to it — so you can finish the record manually and link it to the right property.

Editing or replacing a record

Treat extracted records exactly like manual ones. To correct one, open the dashboard, click Replace on the record, and re-enter the details. Replacing moves the old record to Recently Deleted and saves the new one; the original cert PDF stays in your vault and can be re-linked.

Usage

Extracting a certificate counts toward your workspace's daily AI usage — the same shared allowance as Elliot chat and statement extraction. You can check where you stand at Settings → Usage, and AI usage limits explains how the daily cap works.

See also