Document guide

Energy performance certificate

Organise energy performance certificates by property and collect ratings, indicators and dates. Support document coverage checks across an asset portfolio.

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Extraction

The information your team needs.

Property identification and certificate details. Each value retains its document reference so the team can return to the source during review.

Illustrative fields · Fictional data. Fields and output are configured for the supplied documents and agreed workflow.

From the document to structured fields
FieldWhat it containsExample
AssetStated address and cadastral reference.Asset RE-0042
RatingConsumption and emissions ratings, kept separate.Consumption C · emissions B
ConsumptionStated primary energy value and unit.82 kWh/m²·year
EmissionsValue and unit shown in the certificate.14 kg CO₂/m²·year
DatesExplicitly stated issue and expiry dates.Expiry: stated in document
Registration and assessorStated registration number and issuer.Registration CEE-0042
Checks

Connect the data. Find what needs attention.

  1. Associate the certificate with the asset using its references; flag inconsistent addresses or identifiers.

  2. Check availability and dates against the portfolio’s agreed document requirements.

A date not stated remains for review; it is not presented as an expiry date read from the document.

Your next step

Information ready for your workflow.

An energy record linked to the asset and certificate. Receive an Excel or CSV file for review, or structured data in the format agreed for your system.

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