Export and Import feature

Sharing CAPs

Add User from User Management

Welcome to Your Carbon Management Journey with CarbonSig!

Understanding Workspaces

Insight Hub: Workspace Analytics Export

Supplier Management in CarbonSig

Supplier Onboarding Guide

Company Onboarding Guide without SSO

Latest Updates August 2024 - Workspace Selector

Understanding User Management

Understanding greenhouse gases

Characterization Factors in Life Cycle Impact Assessment

Evolution of IPCC Assessment Reports and Global Warming Potentials

Handling Incomplete Emission Factors: Challenges and Best Practices

Life Cycle Assessment Boundaries

GHG Protocol Product Standard v. PAS 2050: A Comparison

Allocation Procedures in Product Carbon Footprinting

GHG Protocol Corporate Standard and Scope 3 Guidance

Calculating a Product Carbon Footprint: Step-by-Step Guide

Comparing Product, Process, and Corporate GHG Accounting

Product Category Rules in Life Cycle Assessment

Conducting LCA Without Product Category Rules

Third-Party Review & Verification Requirements

Limited Assurance vs. Reasonable Assurance

Scope 1, 2, and 3 Emissions

Environmental Assessment Types

System Status Report

Understanding CarbonSig's Multi-Instance Architecture

Deleting or Suspending Users

Reference Data Library

Getting started as a verifier

CarbonSig glossary

About CarbonSig & What It Does

Pricing & Getting Started

Features & Capabilities

Technical & Integration

Support & Implementation

Results & Outputs

Common Concerns

Next Steps

Key Terms in Climate Technology and Carbon Footprint

Climate Change Overview

Latest update December '25-2 - Unified System Builder and smart status tracking

Quick Start: Build Your First System Model

Build your system model in Builder

Manage Your System Models

Suggest Emission Factors with AI: AI-Powered Emission Data Selection

CarbonSig New User Onboarding Checklist

External User Onboarding Guide

User Onboarding Guide

Build with AI: AI-Powered System Builder

Managing your CAP inventory

Analyze Your System Model (Analyze Tab)

How to write effective prompts for Build with AI

Quick guide: How to submit Feedback

Latest Updates April 2024 - Ecoinvent & Export/Import

Exciting News: Ecoinvent is Here!

Latest Updates July '25 - Reference Emission Data

Latest Updates September '25 - UI Refresh & Data Marketplace Launch

Latest update February '26 -  Manual verification in System Builder and direct emissions in genealogy

Latest Updates September '25 - Enhanced User Management & Improved Direct Emissions Workflow

Latest update January '26 - Comment system for team collaboration

Verifier onboarding guide

Latest update May '26 — Verifier hub

Latest update October '25 - Advanced Analytics & Supplier Intelligence Features

Latest update November '25 - Smarter Gap Reports & Clearer System Builder (Direct Emissions Nodes)

Latest Update December '25 - System Builder UX Improvements and Smarter AI with Full System Context

Latest update March '26 - System locking and Viewer role in System Builder

Latest Update December 2024: AI-Powered System Builder

Latest Updates January '25 - Security & Training Workspaces

Latest Updates February '25 - Registry & Enhanced Sharing

Latest Updates March '25 - Registry & Enhanced Sharing

Latest Updates April '25 - Supplier Management

Latest Updates May '25 - AI Carbon Estimation & Bar Charts

Latest updates July '25 - Enhanced Table Experience 

Verifier account, profile and user management

Requesting third-party verification (client guide)

Latest update April '26 - New Registered Flow

Accepting a verification request

Reviewing an engagement

Navigating a system during verification

Setting up and reviewing standards

Setting up and reviewing requirements

Issuing a verification opinion

The Registered flow

 Latest Updates June 2024 - Undo/Redo & System Tracking

Latest Updates June '25 - EACs as Inputs & AI-Suggested LCIs

Getting Started

Onboarding Guides

Architecture & Deployment

Using CarbonSig

System page

Register page

Libraries Management

Carbon Attested Products (CAP)

Relations (managing supplier / vendor relationships)

Carbon Credits

User Management

Account & User profile

Verifier hub

Deeper Reading: Carbon Concepts & Definitions

Greenhouse Gas Emission Basics

Calculating Product Carbon Footprint

Latest Updates

<h2><img src="https://cdn-assets.productfruits.com/ee88c15f-405c-41ed-a08d-e1f9b83cbd0d"> Overview</h2>Supplier management is now available under the new Relations tab in the left navigation sidebar. This feature allows users to track their suppliers' onboarding process, manage supplier connections, monitor requests for carbon information, and analyze supplier activity metrics.<figure class="image"><img src="https://cdn-assets.productfruits.com/c8e9d87a-ec5e-4a6c-b4db-ec6335660d2d"></figure>The Relations page consists of three main sections:<ul><li>Request for Carbon Attestation — Displays a list of all requests sent and received.</li><li>Address Book — Lists the contact information of supplier companies.</li><li>Sub-License Activity — Provides comprehensive insights into supplier engagement and resource utilization.</li></ul>This feature is available to all roles except View Only at the Workspace level.<hr><h2>Address Book</h2>The Address Book provides a structured view of supplier companies and their contact persons. Users can:<ul><li>Create an address book entry with company details and a primary contact.</li><li>View the list of connected companies.</li><li>Track the status of each supplier: Inactive or Active.</li></ul><figure class="image"><img src="https://cdn-assets.productfruits.com/ca4b4135-72d3-44ed-a67a-9a2e8000fd31"></figure><h3>Statuses</h3><ul><li>Inactive: A supplier contact is initially set to this status upon creation.</li><li>Active: The status updates to Active when the supplier accepts their first request.</li></ul><h3>Deletion Rules</h3><ul><li>A contact card CAN'T be deleted if it has an associated request in the following statuses: Draft, Sent, or in Progress.</li><li>A contact card CAN be deleted if it has no associated requests (status is Inactive) or if all associated requests are in one of these statuses: Completed, Revoked, or Rejected.</li></ul><hr><h2>Request for Carbon Attestation</h2>The Request for Carbon Attestation tab allows users to send and receive requests related to carbon reporting.<h3>Request Types</h3><ul><li>Outbound Requests: Requests sent to suppliers.</li><li>Inbound Requests: Requests received from other accounts.</li></ul><h3>How to Create a Request</h3>Requests can be triggered from: ➡ Relations &gt; Request for Carbon Information &gt; Create a New Request<figure class="image"><img src="https://cdn-assets.productfruits.com/2df28ff4-4a8d-42e1-9f1d-fac7cf53a316"></figure><h3>Request Flows</h3><h4>First Request Flow</h4><ol><li>Select a Company from the dropdown.</li><li>The 'Sent To' fields auto-fill with data from the Address Book. (Fields remain editable and do not update the Address Book.)</li><li>Click Send Request — The request with activation link is sent to the email entered in the modal.</li><li>The supplier receives the request and the onboarding starts. Learn more here: <a href="https://help.carbonsig.app/en/article/supplier-onboarding-guide">Supplier Onboarding Guide</a>.</li><li>A company and admin account is created.</li><li>The activation link becomes invalid.</li><li>The supplier connection is established, and the contact status updates to 'Active'. (A supplier connection is established when the first request is sent via an activation link. This ensures secure and verified communication between users and suppliers.)</li><li>The recipient can review and edit certain details from the initial request before confirming.</li><li>After confirmation, the recipient can begin building the CAP system using AI as a starting point based on the request details.</li><li>Once the recipient completes the CAP and transfers it to the requester, the requester will mark the request as Completed in this version.</li></ol><h4>Second Request Flow</h4><ul><li>If the selected company is already active, the workspace is already known.</li><li>Clicking Send Request triggers a notification to all users in the supplier's workspace. From this point, the process continues from Step 8 of the First Request Flow.</li></ul><h3>Request Statuses</h3><h4>Requester Side</h4><figure class="table"><table><thead><tr><th>Status</th><th>Description</th></tr></thead><tbody><tr><td>Draft</td><td>The request is created but not sent.</td></tr><tr><td>Sent (Pending Delivery)</td><td>The request is sent, but the supplier hasn't received it yet. (Activation link is valid.)</td></tr><tr><td>Sent (Delivered)</td><td>The supplier has received the request. (Activation link is no longer valid.)</td></tr><tr><td>Progress</td><td>The supplier is making changes, and the "Confirm" button has been triggered.</td></tr><tr><td>Revoked</td><td>The requester has revoked the request.</td></tr><tr><td>Rejected</td><td>The supplier has rejected the request.</td></tr><tr><td>Completed</td><td>The requested CAP transfer is complete (manually updated in this version).</td></tr></tbody></table></figure><h4>Supplier Side</h4><figure class="table"><table><thead><tr><th>Status</th><th>Description</th></tr></thead><tbody><tr><td>Received</td><td>The supplier has received the request.</td></tr><tr><td>Confirmed</td><td>The supplier has confirmed the request.</td></tr><tr><td>Progress</td><td>The supplier is working on the request.</td></tr><tr><td>Rejected</td><td>The supplier has rejected the request.</td></tr><tr><td>Revoked</td><td>The requester has revoked the request.</td></tr><tr><td>Completed</td><td>The transfer is complete.</td></tr></tbody></table></figure><hr><h2>Sub-License Activity</h2><h3>What It Is</h3>The Sub-License Activity tab provides enterprise accounts with comprehensive insights into supplier activity and resource utilization. This feature enables you to monitor supplier engagement, track content creation, and analyze usage patterns across your supplier network.<h3>Business Value</h3>This capability enables you to:<ul><li>Monitor supplier engagement levels in real-time</li><li>Track resource utilization across supplier accounts</li><li>Analyze content creation patterns and productivity</li><li>Make data-driven decisions about supplier relationships</li><li>Optimize platform usage and identify training opportunities</li></ul><h3>How It Works</h3>Access Point: Relations page → Sub-License Activity tabWhen you send requests from the RFCA (Request for Carbon Attestation) tab, supplier account information automatically appears in the Sub-License Activity view. Each row represents an account, with all metrics aggregated at the account level.Important: The Address Book and Sub-License Activity information remain synchronized—changes to contact details in the Address Book (Name, Contact Person) are automatically reflected in the Sub-License Activity view.<h3>Key Metrics</h3>The Sub-License Activity dashboard provides several important metrics for each supplier account:<ul><li>Account information — Company name and contact person</li><li>System creation activity — Number of systems created by the supplier</li><li>CAP generation — Carbon Attested Products created</li><li>Engagement patterns — Activity timeline and usage frequency</li><li>License utilization — Resource consumption tracking</li></ul><hr><h2>AI-Assisted System Building</h2>After a user clicks "Build a System with AI" from the request, the prompt modal appears, fields are pre-populated with data from the 'Your Revision' tab in the request. The user can make modifications before proceeding with AI-assisted system creation.<figure class="image"><img src="https://cdn-assets.productfruits.com/6e5a85db-2271-44c2-8ecc-d9ed5f3486bc"></figure>➡ Learn about <a href="https://help.carbonsig.app/en/article/build-with-ai-ai-powered-system-builder" target="_blank" rel="noopener noreferrer">Build with AI</a><hr><h2>Key Takeaways</h2><ul><li>Relations tab enables comprehensive supplier management via three sections: Request for Carbon Attestation, Address Book, and Sub-License Activity.</li><li>A supplier's status starts as Inactive and changes to Active when they accept their first request.</li><li>Contact cards cannot be deleted if there are pending requests in Draft, Sent, or In Progress status.</li><li>The first request establishes the supplier connection through an activation link.</li><li>Sub-License Activity provides real-time insights into supplier engagement and resource utilization.Next Steps</li></ul>➡ Learn about onboarding suppliers in the next article<a href="https://help.carbonsig.app/en/article/supplier-onboarding-guide" target="_blank" rel="noopener noreferrer"> Supplier Onboarding Guide</a>.<hr><h2>Need More Help?</h2>If you need additional assistance with Relations feture or have questions not covered in this guide, please contact our support team:&nbsp;<a href="mailto:support@carbonsig.com">support@carbonsig.com</a>Last modified: April 2026

<img src="https://cdn-assets.productfruits.com/14d2f284-740e-424a-bd72-0c2ed74a17d6" alt="" data-position="full" data-width="90.30075187969926%" data-height="auto" class="lexical-inline-image position-full" style="z-index: 20;">Sending revisions: During an active engagement, verifiers raise findings for any issue that requires client attention — whether a missing evidence document, a calculation discrepancy, or a methodology gap. Clients receive a notification and must respond to each open finding before the round can advance. The process is iterative: multiple review rounds may occur until the verifier is satisfied and issues a verification opinion. Snapshots of the registered system are locked at each round boundary, preserving an immutable audit trail.<img src="https://cdn-assets.productfruits.com/e2ad7baf-894f-4844-a9ea-35ad851de439" alt="" data-position="full" data-width="88.04511278195488%" data-height="auto" class="lexical-inline-image position-full" style="z-index: 20;">Help resources:Start here - <a href="https://help.carbonsig.app/en/article/4fc96d14-59d3-4dc8-942d-ecbb8e93b5e0" target="_blank" class="LexTKB__link">Requesting verification — client guide</a><a href="https://help.carbonsig.app/en/article/85ef3155-1fc8-427a-b7ea-295242c80db1" target="_blank" rel="noreferrer" class="LexTKB__link">Accepting a verification request</a><a href="Reviewing an engagement" target="_blank" rel="noreferrer" class="LexTKB__link">Reviewing an engagement</a><a href="https://help.carbonsig.app/en/article/navigating-a-system-during-verification" target="_blank" rel="noreferrer" class="LexTKB__link">Navigating a system during verification</a><a href="https://help.carbonsig.app/en/article/setting-up-and-reviewing-standards" target="_blank" rel="noreferrer" class="LexTKB__link">Setting up and reviewing standards</a><a href="https://help.carbonsig.app/en/article/setting-up-and-reviewing-controls" target="_blank" rel="noreferrer" class="LexTKB__link">Setting up and reviewing requirements</a><a href="https://help.carbonsig.app/en/article/c40f33a8-a1d1-4e36-a71c-878ff51e5bc0" target="_blank" rel="noreferrer" class="LexTKB__link">Issuing a verification opinion</a><a href="https://help.carbonsig.app/en/article/bc0ac14b-8547-4c98-b3d7-eb51aead2098" target="_blank" rel="noreferrer" class="LexTKB__link">Verifier account, profile and user management</a><a href="https://help.carbonsig.app/en/category/verifier-hub" target="_blank" class="LexTKB__link">Full Verifier Hub documentation</a>

Time to complete: 5 minutesA Model Template maps carbon emissions through your processes. Create one in 2 steps.<h2>Method 1: Create Manually (3 minutes)</h2><h3>Step 1: Start Creating</h3><ol><li>Go to the&nbsp;Models page</li><li>Click&nbsp;Create</li><li>Fill Basic Info: complete these 2 required fields:</li></ol><figure class="table" style="float:left;"><table><tbody><tr><td style="padding:5pt;vertical-align:top;">Field</td><td style="padding:5pt;vertical-align:top;">What to Enter</td><td style="padding:5pt;vertical-align:top;">Example</td></tr><tr><td style="padding:5pt;vertical-align:top;">System Name</td><td style="padding:5pt;vertical-align:top;">Clear, descriptive name</td><td style="padding:5pt;vertical-align:top;">"Widget Production Line A"</td></tr><tr><td style="padding:5pt;vertical-align:top;">Description</td><td style="padding:5pt;vertical-align:top;">Brief purpose</td><td style="padding:5pt;vertical-align:top;">"Manufacturing process for System X widgets"</td></tr></tbody></table></figure>Optional fields: Declaration, Allocation rules, Calculation Methodology, Cut-Off Rules, System run duration (add these later)<figure class="image"><img src="https://cdn-assets.productfruits.com/6e891d1c-c505-46bf-ad6d-f5bf828374f0"></figure><h3>Step 2: Start Building</h3>Click&nbsp;Create, populate required fields just to start → You're now in&nbsp;Builder Mode with a blank canvas<figure class="image"><img src="https://cdn-assets.productfruits.com/47eb450a-4d59-4411-a316-dc1973dcbc98"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/49103002-957c-48fb-b3be-67f28f846b89"></figure>✅ What you see: Two tabs (Builder, Analyze) and an empty workspace<hr><h2>Method 2: Build with AI (2 minutes) ⚡</h2>Faster alternative using AI:<h3>Step 1: Click "Build with AI"</h3>From the Model page →&nbsp;Build with AI button<figure class="image"><img src="https://cdn-assets.productfruits.com/14d42753-4334-480c-a444-bac54affc484"></figure><h3>Step 2: Accept Terms</h3>Read the AI notice → Check acknowledgment box<figure class="image"><img src="https://cdn-assets.productfruits.com/e0b5b3b2-42b2-41e0-a1e3-89972334ed14"></figure><h3>Step 3: Describe Your System</h3><figure class="image"><img src="https://cdn-assets.productfruits.com/6e5c0525-edfd-4bc4-8e95-c6de2d340c4c"></figure>System Name: "Aluminum Window Frame Production"Description: Be specific:<ul><li>Industry sector and location</li><li>Main inputs (electricity, aluminum, glass)</li><li>Key outputs and byproducts</li><li>Energy sources</li></ul>Optional: Upload documents (PDF, images, EPDs, specifications)<h3>Step 4: Generate</h3>Click&nbsp;Build → AI creates your system template automatically✅ What you see: Complete system with processes, inputs, and outputs ready to customize<h3>Read full article here:<a href="https://help.carbonsig.app/en/article/build-with-ai-ai-powered-system-builder">&nbsp;Build with AI: AI-Powered System Builder</a></h3>&nbsp;<hr><h2>What's Next?</h2>Your model is created. Now you need to:<ol><li>Add processes, connections and enter emission data (if manual) → See<a href="https://help.carbonsig.app/en/article/design-your-system-design-mode">&nbsp;Build Your System with Builder</a></li><li>Analyze results&nbsp;</li></ol><hr><h2>Quick Reference: What is a System Model?</h2>A system shows how carbon flows through your operations:<ul><li>Inputs = Where emissions come from (Scope 2 &amp; 3)<ul><li>Electricity, materials, transportation, purchased goods</li></ul></li><li>Direct Emissions = Your activities that generate emissions (Scope 1)<ul><li>Manufacturing, fuel combustion, industrial processes</li></ul></li><li>Outputs = Final carbon footprint of your product/activity</li><li>Processes = Scope 1, 2 and 3</li></ul><hr><h2>Troubleshooting</h2>Can't find the Create button?<ul><li>Check you're on the Models page (not CAPs or Library)</li><li>Verify you have creation permissions (Admin or Editor role)</li></ul>AI option not available?<ul><li>Refresh browser and clear cache</li><li>Submit&nbsp;Feedback: Use the in-app feedback tool to report issues or suggest improvements</li><li>Contact Support: Email&nbsp;support@carbonsig.com for technical assistance</li></ul><hr>Related:<a href="https://help.carbonsig.app/en/article/design-your-system-design-mode">&nbsp;Design Your System</a> |<a href="https://help.carbonsig.app/en/article/latest-update-october-25-advanced-analytics-supplier-intelligence-features"> System Status Indicators</a> |<a href="https://help.carbonsig.app/en/article/sharing-caps">&nbsp;Copy &amp; Share Systems</a><hr>Last updated: April 2026

<h2>Welcome to CarbonSig!</h2>Your admin has invited you to join your organization's CarbonSig workspace. This guide walks you through activating your account and logging in for the first time.&nbsp;<h2>Step 1: Check Your Email Invitation</h2>You'll receive an email invitation from CarbonSig with a secure activation link.What you need to do:<ul><li>Open the email from CarbonSig</li><li>Click the activation link</li><li>You'll be taken to the account setup page</li></ul>Good to know: Your activation link stays valid until you complete the setup process. If you close the page partway through, simply click the link again to continue where you left off.<figure class="image image_resized" style="width:44.11%;"><img src="https://cdn-assets.productfruits.com/60354ad5-e9d2-4da8-a433-c85a4a1bd1ba"></figure><h2>Step 2: Create Your Profile</h2><h3>Enter Your Name</h3>Provide your first and last name as you'd like them to appear in CarbonSig.Name requirements:<ul><li>3–16 characters</li><li>Letters, hyphens (-), and apostrophes (') only</li><li>Must start with a letter</li><li>Single spaces between words only</li></ul>Why this matters: Your name appears in team collaboration, comments, and system logs, helping your colleagues know who's working on what.<figure class="image"><img src="https://cdn-assets.productfruits.com/89470c3a-f13a-4126-a0e3-db9c1f10e93f"></figure><h2>Step 3: Set Up Your Password</h2>Create a secure password to protect your account and your organization's carbon data.Create a strong password:<ul><li>8+ characters</li><li>Mix of UPPERCASE and lowercase letters</li><li>At least one number (0-9)</li><li>Special characters welcome (!@#$%)</li></ul>Why strong passwords matter: Your password protects sensitive carbon data, attestation certificates, and confidential business information.Pro tip: Use a password manager to create and store a unique, complex password. Never reuse passwords from other accounts.<figure class="image"><img src="https://cdn-assets.productfruits.com/e8a76f5f-c194-402f-9b6e-9e3476fde182"></figure> You're All Set! 🎉What happens next:Your account is now active! You'll be redirected to the login page where you can sign in using your email and password.<h3>Your First Login</h3><ol><li>Go to <a href="https://carbonsig.app">CarbonSig.app</a></li><li>Enter your email address</li><li>Enter the password you just created</li><li>Click "Sign In"</li></ol><h3>What You'll See</h3>After logging in, you'll land on your workspace dashboard with access to:✓ View and create carbon accounting systems ✓ Collaborate with your team on projects ✓ Access your organization's carbon data ✓ Generate reports and attestation certificatesYour admin has already assigned you specific workspace access and permissions, so you'll only see the areas relevant to your role.<hr><h2>Understanding Your Access</h2><h3>Workspace Assignment</h3>Your admin has assigned you to one or more workspaces based on your role. Workspaces keep project data organized by location, team, or business unit.<figure class="image"><img src="https://cdn-assets.productfruits.com/633d714d-a768-47ea-8d8d-e8a900c06ada"></figure>Can't see what you expected? Contact your admin to adjust your workspace access.<h3>Your Role &amp; Permissions</h3>Your admin has assigned you a specific role that determines what you can do in CarbonSig:<ul><li>Viewer: Read access to data and reports</li><li>Editor: Create and edit carbon systems</li><li>Admin: Full access including user management</li></ul><figure class="image"><img src="https://cdn-assets.productfruits.com/895ae0d3-e8f1-4961-b7bb-19fccc79bf05"></figure>Need different permissions? Ask your admin to update your role.<hr><h2>Next Steps</h2><h3>Get Familiar with CarbonSig</h3>Explore your dashboard:<ul><li>Browse existing carbon systems</li><li>Review recent activity</li><li>Check out team projects</li></ul>Learn the basics:<ul><li><a href="https://help.carbonsig.app/en/category/system-page" target="_blank" rel="noopener noreferrer">Understanding Models</a></li><li><a href="https://help.carbonsig.app/en/article/understanding-workspaces" target="_blank" rel="noopener noreferrer">Understanding Workspaces</a></li><li><a href="https://help.carbonsig.app/en/article/quick-start-build-your-first-system" target="_blank" rel="noopener noreferrer">Creating Your First Carbon Assessment</a></li></ul><h3>Start Contributing</h3>Ready to dive in?<ul><li>Join an existing project</li><li>Create a new carbon system</li><li>Upload data</li><li>Collaborate with team members</li></ul><hr><h2>Troubleshooting</h2><h3>Can't find the invitation email?</h3><ul><li>Check your spam or junk folder</li><li>Search for emails from "CarbonSig" or "messaging-noreply@carbonsig.com"</li><li>Ask your admin to resend the invitation</li></ul><h3>Activation link not working?</h3><ul><li>Make sure you're using the most recent invitation email</li><li>Check if activation link expired (valid for 48h)</li><li>Clear your browser cache and try again</li><li>Contact your admin for a new invitation</li></ul><h3>Forgot your password already?</h3><ul><li>Click "Forgot Password" on the login page</li><li>Enter your email address</li><li>Check your email for password reset instructions</li><li>Create a new password</li></ul><h3>Still having issues?</h3>Our support team is here to help!📧 Email: <a href="mailto:support@carbonsig.com">support@carbonsig.com</a> 📚 Help Center: <a href="https://help.carbonsig.app">help.carbonsig.app</a><hr><h2>For Admins: Inviting New Users</h2>Need to invite someone to your workspace?Learn how to add new users and manage your team:<ul><li><a href="https://help.carbonsig.app/en/article/add-user-from-user-management" target="_blank" rel="noopener noreferrer">Add User from User Management</a></li><li><a href="https://help.carbonsig.app/en/article/user-management" target="_blank" rel="noopener noreferrer">Understanding User Types</a></li><li><a href="https://help.carbonsig.app/en/article/external-user-onboarding-guide" target="_blank" rel="noopener noreferrer">External User Onboarding</a></li></ul><hr><h2>Security &amp; Privacy</h2>Your carbon data is protected with:<ul><li>🔒 Industry-standard encryption</li><li>🔐 Secure authentication</li><li>👥 Role-based access control</li><li>📊 Workspace-level data isolation</li></ul>Keep your account secure:<ul><li>Never share your password</li><li>Log out on shared computers</li><li>Use unique passwords for each service</li></ul><hr><h2>Need More Help?</h2>Quick Resources:<ul><li>Browse our <a href="https://help.carbonsig.app">Help Center</a></li><li>Email <a href="mailto:support@carbonsig.com">support@carbonsig.com</a></li><li>Ask your admin or team members</li></ul><hr>Welcome to your team! We're excited to have you on CarbonSig. 🌱<hr>Last updated: April 2026

<h2>Overview</h2>The Build with AI feature revolutionizes how you create system templates in CarbonSig. Using advanced artificial intelligence, this powerful tool automates the creation of detailed system templates that accurately replicate the carbon footprint processes of any product or activity, significantly reducing setup time while delivering tailored, precise results.<h2>Why use Build with AI?</h2><ul><li>Save Time: Automate repetitive template creation tasks and reduce setup time from hours to minutes.</li><li>Personalized Results: Generate templates specifically tailored to your processes, industry sector, and operational needs.</li><li>Enhanced Precision: Provide detailed inputs to generate accurate and actionable system templates that reflect real-world workflows.</li><li>Generate Low Carbon Solutions: Create innovative, low-carbon system templates that identify optimization opportunities.</li><li>AI-Powered Insights: Leverage machine learning models trained on carbon accounting best practices to suggest optimal system structures.</li></ul><h2>Key features</h2><ul><li>Intelligent System Generation: AI interprets your descriptions and supporting documents to create comprehensive system templates</li><li>Document Upload Support: Upload Bills of Materials, EPDs, specifications, and blueprints for enhanced accuracy</li><li>Optional Carbon Estimation: Display estimated carbon footprint values directly in system titles for quick visual reference</li><li>Builder Mode Integration: Generated systems open directly in Builder Mode for immediate visualization and refinement</li><li>Safety Transparency: Clear guidelines on using AI safely within your carbon accounting workflows</li></ul><h2>Getting started</h2><h3>Step 1: Access Build with AI</h3><ol><li>Navigate to the Models section of CarbonSig</li><li>On the Templates page, click the "Build with AI" button</li></ol>The Build with AI interface will open, ready to help you create your system template.<figure class="image"><img src="https://cdn-assets.productfruits.com/107b9f62-7d7f-4d42-a32b-130a5f5b311c"></figure><h3>Step 2: Review AI safety guidelines</h3><figure class="image"><img src="https://cdn-assets.productfruits.com/0361aee9-b18c-4c3e-9084-09cceece5301"></figure>Before using the feature, you'll see an AI-Generated Content Notice with important information about using AI safely in CarbonSig:What the notice contains:<ul><li>Guidelines on responsible AI use aligned with your company policies</li><li>Explanation that AI-generated systems must be reviewed by qualified personnel</li><li>Reminder that you are responsible for verifying the accuracy of all AI outputs</li><li>Clarification that unverified AI-generated data should not be used for regulatory or compliance purposes</li></ul>What to do:<ul><li>Read the notice carefully to understand how this feature aligns with your organization's policies</li><li>Check the acknowledgment box to confirm you've understood the content</li><li>Access the "Learn More about AI Safety" link for detailed information about how CarbonSig's AI works</li></ul>Important Reminder: AI is a powerful assistant designed to accelerate your workflow. However, all AI-generated systems and data must be reviewed by qualified carbon accounting professionals before use in regulatory reporting or compliance documentation.<h3>Step 3: Input System details</h3><figure class="image"><img src="https://cdn-assets.productfruits.com/6924db43-2e1a-471c-a1e2-52c6434b5be6"></figure>After clicking Continue, a modal window will appear requesting key information about the system you want to generate.<h4>Field 1: System Name (Required)</h4>Provide a clear, descriptive name that defines the system's purpose.Example: "Aluminum Smelting Line" or "Packaging Production Process"<h4>Field 2: Detailed Description (Required)</h4>Be as specific as possible to help the AI understand your process. Include:<ul><li>Industry sector and location: Specify your industry and geographic region</li><li>Main inputs: List key materials, energy sources, and resources (e.g., "electricity, natural gas, aluminum oxide")</li><li>Key outputs and byproducts: Identify primary products and any waste streams or co-products</li><li>Process steps: Describe major stages in the production workflow</li><li>Energy inputs and outputs: Mention significant energy consumption and generation points</li><li>Standards or certifications: Add relevant compliance requirements (e.g., ISO 14067, GHG Protocol)</li></ul>Tips for best results:<ol><li>Include specific industry sector and location information</li><li>Upload relevant documents (Bill of Materials, EPDs, specifications, blueprints)</li><li>Mention key energy inputs and outputs clearly</li><li>Add relevant standards or certification requirements</li><li>Be detailed about unique process characteristics</li></ol><h4>Field 3: Upload Documents (Optional)</h4>Enhance AI accuracy by uploading supporting documentation:Supported File Types: PDF, JPG, PNG, WEBP up to 5 files Maximum File Size: 20 MB eachRecommended Documents:<ul><li>Bill of Materials (BOM): Detailed list of components and quantities</li><li>Environmental Product Declarations (EPDs): Third-party verified environmental data</li><li>Technical Specifications: Process parameters and operational details</li><li>Blueprints or Flow Diagrams: Visual representations of your process</li></ul>The AI analyzes uploaded documents to extract relevant information, improving the accuracy and completeness of the generated system template.<h4>Field 4: Carbon Estimation (Optional)</h4>Enable the "Show estimated carbon footprint in title" checkbox to display AI-calculated carbon estimates directly in your system title.When to enable:<ul><li>Collaborative workshops and stakeholder presentations</li><li>Scenario planning and comparing multiple configurations</li><li>Quick decision-making during rapid prototyping</li><li>Initial assessments before detailed data entry</li></ul>When to disable:<ul><li>Final reporting and compliance documentation</li><li>When detailed accuracy is more important than quick overview</li><li>Systems requiring precise, verified calculations</li></ul>Important Note: These estimates are for reference and comparison purposes only. Always complete full data entry and verification for accurate carbon footprinting.<h3>Step 4: Generate your system</h3>After completing all required fields and uploading any supporting documents:<ol><li>Review your entries for accuracy and completeness</li><li>Click the "Build" button to generate your system template</li><li>The AI will process your information and create a detailed system structure</li></ol>Processing time: Most systems generate within 30-60 seconds, depending on complexity.<figure class="image"><img src="https://cdn-assets.productfruits.com/9ddebcdd-9bdb-46df-b887-3fb1bfbb3648"></figure><h3>Step 5: Visualize and refine in Builder Mode</h3>Once generation is complete, your new system template automatically opens in Builder Mode, where you can:Visualize the system:<ul><li>Review the AI-generated process flow with inputs, processes, and outputs</li><li>See how inputs are connected to intermediate processes and final products</li><li>Identify system boundaries and key emission sources</li></ul>Refine the structure:<ul><li>Add, remove, or modify inputs and processes</li><li>Adjust connections and relationships between components</li><li>Rename elements for better clarity</li><li>Reorganize the visual layout for optimal comprehension</li></ul>Enter detailed data:<ul><li>Switch to Entry Mode to populate specific emission factors, quantities, and values</li><li>Review and validate AI-suggested data</li><li>Add custom emission factors from your organization's library</li></ul>Analyze results:<ul><li>Use Analyze Mode to review carbon footprint calculations</li><li>Generate reports and visualizations</li><li>Identify hotspots and optimization opportunities</li></ul><figure class="image"><img src="https://cdn-assets.productfruits.com/a67c217d-7d51-4505-8124-ac863e72ff8f"></figure><h2>Understanding AI-Generated node status 🆕</h2><h3>All nodes start orange (Unverified)</h3>When Build with AI creates your system, you'll notice an important feature:All nodes display Orange statusWhy Orange?<ul><li>Data was generated by AI, not manually verified by you</li><li>CarbonSig requires explicit human review before data is considered "reviewed"</li><li>This protects data quality and ensures human oversight</li><li>Orange indicates: "Has data, but needs your verification"</li></ul>What this means:<ul><li>System is structurally complete</li><li>Emission data is populated</li><li>Calculations are performed</li><li>Data has NOT been human-verified yet</li><li>Requires your review</li></ul><hr><h3>The Verification Workflow</h3>After AI generates your system, follow this workflow to verify and approve the data:<pre><code class="language-plaintext">Build with AI generates system
 ↓
All nodes show 🟧 Orange (AI-Generated/Unverified)
 ↓
Review structure in Builder mode
 ↓
Open each Orange node one by one
 ↓
Review AI-selected emission factors
 ↓
Verify quantities and calculations
 ↓
Click "Why This EF?" to understand AI reasoning
 ↓
If data is correct → Toggle approval button ON
 ↓
Node turns 🟩 Green (Approved)
 ↓
Repeat for all nodes
 ↓
All nodes Green = System ready for verified analysis</code></pre><h2>Understanding AI safety in CarbonSig</h2><h3>How our AI works</h3>CarbonSig's AI-Powered System Builder uses Large Language Models (LLMs) to:<ul><li>Interpret natural language descriptions of industrial processes</li><li>Analyze uploaded technical documents and extract relevant information</li><li>Create initial system templates with appropriate inputs, processes, and outputs</li><li>Suggest carbon flow models based on best practices in carbon accounting</li></ul><h3>Enhanced security with Amazon Bedrock</h3>CarbonSig has integrated Amazon Bedrock for AI data storage, ensuring enterprise-grade security:<ul><li>Advanced encryption: All prompts, inputs, and outputs are encrypted and securely managed</li><li>AI-Powered security: Prevents unauthorized access and maintains data confidentiality</li><li>Compliance standards: Meets enterprise security and compliance requirements</li><li>Privacy protection: User interactions remain private and protected</li></ul>Your sensitive information is handled with the highest level of security, giving you confidence in using AI-driven solutions for carbon accounting.<h3>Your responsibilities</h3>When using Build with AI, remember:Review all AI-generated content: Qualified carbon accounting professionals must verify system accuracy Validate data sources: Ensure emission factors and calculations align with your organization's standards Align with company policies: Use AI features in accordance with your internal governance requirements Document verification: Maintain audit trails showing human review of AI outputsDo not use unverified AI outputs for:<ul><li>Regulatory reporting and compliance submissions</li><li>Financial accounting and carbon credit calculations</li><li>External audits without human expert validation</li></ul><h3>Support and Assistance</h3>CarbonSig's support team is available to help you implement safe AI practices in your carbon accounting workflows. Contact us at <a href="mailto:support@carbonsig.com">support@carbonsig.com</a> for guidance.<h2>Advanced features</h2><h3>AI Estimation in system titles</h3>When enabled during system generation, the AI calculates an estimated carbon footprint and displays it directly in the system title (e.g., "2.8 kg CO₂e per unit").Benefits:<ul><li>Instant overview: See carbon estimates without accessing detailed reports</li><li>Quick comparisons: Compare multiple system scenarios at a glance</li><li>Enhanced workflow: Streamline decision-making during design phases</li><li>Scenario planning: Evaluate different configurations rapidly</li></ul>Important: These estimates are for preliminary analysis only. Complete data entry and verification are required for accurate carbon footprinting.<h3>Integration with Reference Emission Data Library</h3>Generated systems automatically integrate with CarbonSig's Reference Emission Data Library, which includes:<ul><li>Ecoinvent Database: Comprehensive life cycle inventory data</li><li>IPCC Emission Factors: Intergovernmental Panel on Climate Change data</li><li>US EPA Data: U.S. Environmental Protection Agency emission factors</li><li>EPD International: Environmental Product Declarations</li></ul>The AI suggests appropriate emission factors based on:<ul><li>Geographic relevance</li><li>Industry-specific data availability</li><li>Data quality and freshness</li><li>Semantic matching with your process description</li></ul>You can review AI suggestions using the "Why This EF?" explanation feature, which provides transparent rationale for each data selection.<h2>Best practices</h2><h3>Tips for optimal AI generation</h3><ol><li>Be Specific: Provide detailed descriptions including industry, location, and process details</li><li>Upload Documents: Include technical specifications, BOMs, and EPDs when available</li><li>Iterate and Refine: Start with AI generation, then refine in Builder Mode based on your expertise</li><li>Validate Results: Always review AI-generated systems with qualified carbon accounting professionals</li><li>Use Estimates Wisely: Enable carbon estimation for planning, but complete full data entry for reporting</li></ol><h3>Common use cases</h3>New product development:<ul><li>Rapidly prototype carbon footprints for new product concepts</li><li>Compare multiple design alternatives quickly</li><li>Identify high-impact design decisions early in development</li></ul>Supplier onboarding:<ul><li>Generate initial system templates for supplier-provided products</li><li>Accelerate the carbon attestation process</li><li>Provide suppliers with starting templates to reduce data collection time</li></ul>Process optimization:<ul><li>Model alternative production scenarios</li><li>Evaluate low-carbon technology substitutions</li><li>Quantify potential emission reductions before implementation</li></ul>Training and education:<ul><li>Create example systems for training purposes</li><li>Help new users understand system template structure</li><li>Demonstrate carbon accounting principles with realistic examples</li></ul><h2>Troubleshooting</h2><h3>AI generation issues</h3>Problem: AI-generated system doesn't match my process exactly Solution: This is normal. AI provides a starting point based on your description. Refine the system in Builder Mode to match your specific requirements.Problem: Checkbox for carbon estimation not appearing Solution: Ensure you're using the latest version of CarbonSig. Clear your browser cache and refresh the page.Problem: Estimates not showing in system title Solution: Verify the checkbox was selected before clicking "Build." If the issue persists, contact support.Problem: Uploaded documents don't seem to affect the generated system Solution: Ensure documents are clear, text-based (not images of text), and relevant to the process. PDF and JPEG formats work best.<h3>Getting help</h3>If you encounter issues or have questions:<ul><li>Submit Feedback: Use the in-app feedback tool to report issues or suggest improvements</li><li>Contact Support: Email <a href="mailto:support@carbonsig.com">support@carbonsig.com</a> for technical assistance</li><li>Access Documentation: Visit the <a href="https://help.carbonsig.app/en" target="_blank" rel="noopener noreferrer">Help Center</a> for additional resources and video tutorials</li></ul><h2>Related documentation</h2><ul><li><a href="https://help.carbonsig.app/en/article/quick-start-build-your-first-system" target="_blank" rel="noopener noreferrer">Quick Start: Build Your First System</a></li><li><a href="https://help.carbonsig.app/en/article/design-your-system-design-mode" target="_blank" rel="noopener noreferrer">Build your system in System Builder</a></li><li><a href="https://help.carbonsig.app/en/article/reference-data-library">Reference Emission Data Library</a></li><li><a href="https://help.carbonsig.app/en/article/latest-update-october-25-advanced-analytics-supplier-intelligence-features" target="_blank" rel="noopener noreferrer">AI Emission Factor Explanation Report</a></li></ul><h2>Keywords</h2>AI-powered system builder, Build with AI, artificial intelligence, system template creation, carbon footprint automation, LLM carbon accounting, machine learning emissions, automated template generation, AI carbon modeling, process template automation, emission data AI, intelligent system design, carbon accounting automation, AI-assisted carbon calculation, smart template builder, CarbonSig AI features<hr>Last updated: April 2026

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