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Create a Certificate Template

Create a Certificate Template

We're thrilled to introduce Certificates, a fantastic feature designed to acknowledge and celebrate user accomplishments in your community. With Certificates, you can create personalised certificates and issue them to your users. In this initial release, we've focused on making it easy to award certificates for course completion. Here's how to get started:


Where to find Certificates

To get started with certificates:

  •  Go to Memberships from the left bar (in a location) > Certificates

Create a template

To start creating a certificate template:

  • Click on _New_
  • To create a template, choose Certificate Templates or Blank Certificates 

Choose an existing template

To create a template, choose from the existing templates:

  • Select a template
  • Click on _Confirm_
  • Template is ready to use

Create a template from scratch

To create a template from scratch:

  • Click on _Blank Certificates_ 
  • Start creating from scratch

Editing Templates 

To edit a template, there are various elements to use:

1. Layout:

  • To choose a layout, click on _Layout,_ and choose between Portrait or Landscape
  • Once selected, you can choose frames for both the layouts, respectively
  • To remove a frame, click on the same frame again (from the right bar)

_Note_: Changing the layout from Portrait to Landscape or vice-versa, will disrupt the edits

2. Background:

  • To choose a background, click on _Background_
  • Choose the colors
  • Upload an image as background or enter image link to upload
  • Choose the opacity of the background image or color by using the opacity slider
  • To choose a pattern as background image, click on _Patterns_ and choose a pattern. Further choose the color of the pattern

3. Header

  • To add a header, drag and drop the _Header_ element to your template and start editing the text after selection
  • Elements can be cloned or deleted by clicking on the copy and delete icons
  • Choose Font Styles, Font Size, Font Type (Heading 1, Heading 2, etc...), Font Color, etc. from the top bar after selecting a text
  • To resize, move the blue dots of the text box

4. Text

  • To add a text, drag and drop the _Text_ element to your template and start editing the text after selection
  • Elements can be cloned or deleted by clicking on the copy and delete icons
  • Choose Font Styles, Font Size, Font Type (Headings, Paragraphs, etc..), Font Color, etc. from the top bar after selecting a text
  • To resize, move the blue dots of the text box

5. Image

  • To add an image, drag and drop the _Image_ element to your template 
  • Upload an image or add the image link to upload
  • Choose the opacity of the background image by using the opacity slider
  • To resize, move the blue dots of the box

6. Badge

  • To add a badge, drag and drop the _Badge_ element to your template 
  • Choose a badge with from the options by clicking on it
  • To resize, move the blue dots of the box

7. Signatures

  • To add a signature, drag and drop the _Signature_ element to your template 
  • Choose a badge with from the options by clicking on it
  • Choose the signature styles after selecting the signature
  • To resize, move the blue dots of the box

Preview and Save a template

  • To preview a template, click on _Preview_ 
  • To save a template, click on _Save_ 
  • Before saving a template, enter a relevant name for your certificate from the top section

Saved Templates

  • Once saved, click on _Back_
  • Saved templates are visible under the Template tab
  • From the three dots, choose to Set an Expiration period on the template, Preview, Edit or Delete a template

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