How to Create/Upload Certificates to Courses/Events

How to add a certificate in Training Courses

1. From the sign-in page, enter the username and password.
2. Login into the dashboard. 
3. From the dashboard, go to  Products
4. Select Training Courses
5.  You will be taken to the Booking Summary dashboard.
6. From Summary, Select Training Courses
7. This section will list all the courses created on this platform
8. Click on  the three dots across the training course required
9. Click on the Edit button
10. You will be taken to the page where you can see five steps such as General, Website, Registration, Certificate & Performance and Email templates.
11. Click on Certificate & Performance
12. On scrolling down you will see certificate options
13. Click on Download sample certificate
14. Therefore the sample certificate will be downloaded to your system in docx format.
15. The below-shown variables such as StudentName, CourseName, Grade, Course,

    completion date, Result, InstructionName, ExpiryDate are the Certificate Variables that can be added to the certificate if required as shown below.

    
16. Clicking on any of the certificate variables will copy the variable to the Clipboard.
17. Now using the copied variable, a user can open the downloaded certificate which is available in the docx format.
18. The certificate will get opened in MS Word.
19. Click on the Insert option
20. Select  Quick Parts (icon shown below)
21. Select Field.
22. Therefore a window pops up
23. Select category as Mail merge.
24. Select the field name as Merge field.
25. The field property box appears.
26. Paste the variable which was copied to the field property box.
27. Click on OK
28. The variable that you typed will appear on the certificate as shown below.
29. You can add connecting words normally in between the sentences as shown below.
30. In order to change or apply any font on the System variable, select the corresponding system variable along with the <<>> symbols as shown below and click on the font which you need to apply ( Home ->
31. Once you have made all the changes, click on File from the top left corner and save the docx certificate to your system.
32. To upload the edited certificate into the platform, click on Upload Certificate 
33. Click on the certificate so that a tick mark appears for the same.
34. Click on Save and Close.

     

    How to add a certificate in Events

    1. From the sign-in page, enter the username and password.
    2. Login into the dashboard. 
    3. From the dashboard, go to  Products
    4. Select Training Courses
    5. You will be taken to the Booking Summary dashboard.
    6.  From Summary, Select Events.
    7. This section will list all the events created on this platform
    8. Click on  the three dots across the event required
    9. Click on the Edit button
    10. You will be taken to the page where you can see five steps such as General, Website, Registration, Certificate & Performance and Email templates.
    11. Click on Certificate & Performance
    12. On scrolling down, you will see certificate options
    13. Click on Download sample certificate
    14. Therefore the sample certificate will be downloaded to your system in docx format
    15. The below-shown variables  such as StudentName, CourseName, Grade, Course,

        completion date, Result, InstructionName, ExpiryDate are the Certificate Variables that can be added to the certificate if required as shown below.

        
        
    16. Clicking on any of the certificate variables will copy the variable to the Clipboard.
    17. Now using the copied variable, a user can open the downloaded certificate which is available in the Docx format.
    18. The certificate will get opened in MS Word.
    19. Click on the Insert option
    20. Select  Quick Parts (icon shown below)
    21. Select Field.
    22. Therefore a window pops up
    23. Select category as Mail merge.
    24. Select the field name as Merge field.
    25. The field property box appears.
    26. Paste the variable which was copied to the field property box.
    27. Click on OK
    28. The variable that you typed will appear on the certificate as shown below.
    29. You can add connecting words normally in between the sentences as shown below.
    30. In order to change or apply any font on the System variable, select the corresponding system variable along with the <<>> symbols as shown below and click on the font which you need to apply ( Home ->
    31. Once you have made all the changes, click on File from the top left corner and save the docx certificate to your system.
    32. To upload the edited certificate into the platform, click on Upload Certificate 
    33. Click on the certificate so that a tick mark appears for the same.
    34. Click on Save and Close.