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Certificate settings (App + VP)

The home page/settings

To find the certificate settings within the admin panel:
  1. 1.
    In the Admin Panel, hover over settings.
  2. 2.
    Select 'General settings'.
3. Click on 'Certificates' from the left hand menu.

Managing your certificates

The settings

The home page is home primarily to the settings where you can customise your certificates. There are a number of sections available for you to customise, broken down into the tabs below for you:
Reminder: After making any edits, remember to save your changes using the button at the bottom of the pages!
Please note: To change the Organisation Name displayed on the certificate, you can go to Settings -- App Settings -- General. From here change the "Name of the app" and this will be displayed on the certificate.
Display
Distribution
Left signature
Right signature
  • Logo - The image displayed at the top of your certificate.
  • Main text - The text displayed right under the title and centre of the certificate.
  • Date displayed on the certificate - Use the calendar tool to choose a date shown under the recipients name.
  • Date of distribution - Use the calendar tool to choose a date your certificates will become available for users to download.
  • Text to be displayed when certificate is not available -
  • Does a user have to be checked in to receive a certificate? - Tick if users must be checked-in to receive a certificate
  • Name - Name to be displayed in the bottom left corner.
  • Signature - Upload an image of the person's signature to 'sign' the certificate.
  • Name - Name to be displayed in the bottom right corner.
  • Signature - Upload an image of the person's signature to 'sign' the certificate.

Preview

  1. 1.
    Open the home page.
  2. 2.
    Scroll to the bottom of the page.
  3. 3.
    Select 'Click here' for 'Certificate preview' to send a preview to the e-mail address you are currently logged in with in the admin panel.

Sending certificates

When your certificate is ready, it can be sent via email:
  1. 1.
    In the admin panel, hover over 'Users'
  2. 2.
    Select 'All users'
  3. 3.
    Click on 'Actions'
  4. 4.
    Click on 'Certificates'
  5. 5.
    Choose to which users you would like to send the certificates (for example based on tags)
  6. 6.
    Click on 'Send e-mails' at the bottom