Learn Lavisho Trust

Your step-by-step user guide.

Practical instructions for issuing teams, administrators, document recipients and anyone checking a record.

From your first sign-in to independent proof.

Each topic includes who can use it, what you need, numbered instructions and what to expect afterwards. Start with getting access, or choose the task you need.

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41 topics · Step-by-step workflows

Getting started

Sign in and get access

Set up your account and join the organisation that invited you.

Getting started

Find your organisation and workspace

Choose the correct organisation before viewing or changing its records.

Getting started

Read Trust activity

Review issuing totals, recent checks and security warnings.

Create & issue

Set up Document Types

Define the data, privacy rules and security settings for a kind of document.

Create & issue

Create and publish a template

Build reusable, versioned layouts for consistent documents.

Create & issue

Design an overlay

Place document fields and security areas over a background PDF.

Create & issue

Design an HTML layout

Create a full document layout with dynamic fields and shared assets.

Create & issue

Upload template assets

Manage images, background PDFs and licensed fonts used in templates.

Create & issue

Set up signatories

Link a signature image and permitted document types to a team member.

Create & issue

Issue an uploaded file

Create a signed record from a PDF, supported Office document or image.

Create & issue

Issue from a published template

Generate an individual document without preparing a separate source PDF.

Create & issue

Keep the original unchanged

Use a detached seal when stamping or converting the original would not be appropriate.

Create & issue

Review and approve a signature request

Check prepared documents before authorising their issuance.

Create & issue

Issue a spreadsheet batch

Match spreadsheet rows to document fields and optional uploaded source files.

Create & issue

Generate a batch from a template

Create many consistent documents from spreadsheet data and a published layout.

Manage & deliver

Find documents and download records

Search issued records, inspect their files and review security details.

Manage & deliver

Suspend, reinstate, revoke or correct

Change a document’s live status with a recorded reason.

Manage & deliver

Send documents to recipients

Send an issuance message and monitor delivery without losing the record.

Manage & deliver

Handle problem reports

Follow up on feedback from document recipients or public checks.

Public & recipient

Verify a document or QR

Check issuer identity, live status and the fields printed on a document.

Public & recipient

Check a file without uploading it

Compare a file fingerprint with recorded source or issued document fingerprints.

Public & recipient

Use the recipient hub

Access the document, badge and issuer contact tools from the holder link.

Public & recipient

Manage My documents and a portfolio

Find records issued to your email and choose which to share publicly.

Public & recipient

Download and check independent proof

Inspect timestamp evidence separately from the live verification result.

Print & security

Calibrate a printer

Create an evidence-backed printer profile before secured original printing.

Print & security

Test and retire printer profiles

Maintain approved print output as equipment or settings change.

Print & security

Print originals and authorise reprints

Use a controlled print workflow with checklists, limits and logs.

Print & security

Use and manage the CryptoMark lens

Compare hidden print codes using the correct physical lens.

Print & security

Trace a printed copy

Look up the numbered copy line on a secured print.

Print & security

Manage signing keys

Rotate signing keys and control changes to the signing provider.

Print & security

Review verification and audit logs

Investigate checks, user actions and security alerts.

Advanced features

Configure and manage Open Badges

Issue portable credentials alongside enabled document types.

Advanced features

Configure Adobe signature

Add a timestamped PDF digital signature distinct from the printed optical seal.

Advanced features

Connect with API keys and webhooks

Allow authorised external systems to issue and follow document events.

Advanced features

Use Zapier, Make or n8n

Connect an existing workflow using the provided integration packages and recipes.

Administration

Manage branding and public profiles

Maintain the organisation’s public presentation without changing historical issued records.

Administration

Request a customer verification domain

Onboard a branded Enterprise hostname without exposing other organisations’ records.

Administration

Invite and manage your team

Grant intentional, role-based access with recorded membership changes.

Administration

Use Trust Admin safely

Manage issuer identity, organisation onboarding and domain activation.

Advanced features

Run Test Lab checks

Exercise genuine, tampered and lifecycle scenarios before relying on a configuration.

Getting started

Troubleshoot common problems

Resolve access, conversion, print and verification issues without creating more problems.