iverif User Guide
User guide for iverif, the intelligent CEE dossier validation platform. Every chapter is illustrated with real application screenshots (demo environment).
Getting started
3 chapters
The sign-in page gives you access to your iverif workspace with your email, password and organization code.
02The dashboardThe dashboard is your home page: it summarizes the activity that matters to you, and its content depends on your role.
03Your profile and passwordThe “Mon Profil” page shows your account information and organization, and lets you change your password.
Installer workspace
3 chapters
The “Nouveau Dossier” wizard guides you through three steps to submit the documents of a CEE project: upload, confirmation, submission.
02Tracking your dossiers“Mes dossiers” lists your submissions with their live status, from AI processing to the validator's decision.
03Re-uploading a requested documentWhen the validator flags a document as unreadable or non-compliant, you replace it directly from the dossier detail — analysis restarts immediately.
Validator workspace
5 chapters
“Ma file” gathers the AI-processed dossiers waiting for your human review before a decision.
02The validation workspaceThe screen where you compare every extracted value against the source document, correct it if needed, then approve or reject the dossier.
03Correcting extracted fieldsThe “Fields” tab lets you check every AI-read value against the PDF, correct it, and re-run extraction when needed.
04Reading rule resultsThe “Validation” tab lists every CEE fiche check with its verdict — and you can override a failing rule with a written reason.
05Approving or rejectingThe final decision is taken process by process: the dossier is approved only when all its fiches are.
Administrator workspace
8 chapters
Create your organisation's accounts, assign roles, reset passwords and deactivate access.
02Tracking installersYour organisation's installer directory: RGE certification, SIRET and submitted dossier volume.
03Managing obligatorsObligators are the energy suppliers partnering in your CEE programme — their contract, account and access live here.
04Organising batchesBatches group dossiers for submission and tracking with the PNCEE — create, track and delete them here.
05Configuring operation fichesProcesses define which CEE operations your organisation handles: system fiches, custom clones, activation.
06Configuring document typesDocument types define the required pieces and the data the AI must extract from them.
07Configuring validation rulesThe rules engine: per-document and cross-document checks, severities, pass rates, Excel import and overrides.
08Steering with analyticsVolumes, processing times, AI accuracy and team performance — the steering dashboard, exportable to CSV.
Obligator workspace
1 chapters
Reference
4 chapters
From upload to billing: every status a CEE dossier goes through in iverif, and what each one means.
02Roles and permissionsWhat each role can see and do in iverif — the complete access matrix per workspace.
03TroubleshootingThe most frequent blocking situations — login, upload, analysis, validation — and how to unblock them.
04CEE & iverif glossaryThe vocabulary of the Energy Savings Certificates scheme and iverif's own terms, in one place.