Create a Template

Modified on: Mon, 30 Oct, 2023 at 2:19 AM

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:

In This Article

Where to find Certificates ?
Create a template
Editing Templates

Where to find Certificates ?

To get started with certificates:

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

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Create a template

To start creating a certificate template:

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

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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 colours
Upload an image as background or enter image link to upload
Choose the opacity of the background image or colour by using the opacity slider
To choose a pattern as background image, click on Patterns and choose a pattern. Further choose the colour 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 Colour, 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,Paragraohs, etc..), Font Colour, 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 Preview, Edit or Delete a template