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      How to Create a Certificate Template using the New Certificate Builder

      This guide is intended for System Administrators and explains the full process of creating a new certificate template using the updated Certificate Builder and linking it to a specific Training.

      1. Accessing the New Certificate Builder

       

      1. Log in to the system.

      2. Navigate to Configure in the main menu.

      3. Select Certificates.

        • You will see a list of existing certificate templates.

      4. To open the new builder, click the Create New button.

       

      2. Designing the Certificate

       

      When you enter the builder, you start the design process.

       

      2.1. Set Orientation and Background Color

       

      1. Select Orientation: Choose the orientation for your certificate:

        • Portrait Mode 

        • Landscape Mode

      2. Change Background Color: Click the color swatch button to open the color palette.

        • Choose a preset color or adjust the color picker to select a specific shade (e.g., light blue).

        • The color changes in real-time on the canvas.

        • Click anywhere outside the palette to close it.

       

      2.2. Adding Images (Logo, Signatures)

       

      Use the left-hand menu to add elements to the certificate.

      1. Click the Library button (or the icon representing images/library).

      2. Upload/Select Image:

        • You will see images (JPEG and PNG formats) that you have previously uploaded in your library.

        • To upload a new image, click Upload Files and select the file from your computer.

        • Click on the image (e.g., your company logo) in the library to place it on the canvas.

      3. Position and Size:

        • Click and drag the image to the desired position.

        • Use the corner handles to resize the image.

        • Centering: When dragging, release the mouse when the center alignment line appears to perfectly center the element.

      4. Repeat this process for other images, such as a Signature image.

      2025-11-12_14-07-23

       

       

      2.3. Adding and Formatting Text

       

      1. Click the Text button in the left-hand menu.

      2. Click Add Text. A default text box will appear on the canvas.

      3. Edit Text: Double-click the text box to enter your custom text (e.g., "Training Certification").

      4. Formatting: Use the Properties Bar at the top of the screen to format the text:

        • Size: Change the font size.

        • Style: Choose bold, italic, etc. (e.g., select Bold for a header).

        • Alignment: Center, left, or right align the text.

      5. Positioning: Drag the text box to its final position. You can also drag the sides of the text box to adjust its width, ensuring long text wraps correctly.

      6. Duplicating Text: To maintain the same style, select an existing text box and click the Duplicate button. Edit the copied text box with new content (e.g., "Date of Birth").

      7. Deleting Elements: Select any element (text or image) and click the Delete button to remove it.

      Text editing

       

       

      2.4. Using Dynamic Tags (Data Fields)

       

      Tags are placeholders that automatically pull specific information (e.g., recipient's name, course name) from the system's database.

      1. Click the Tags button in the left-hand menu.

      2. Click on the desired tag (e.g., First Name or Last Name). The tag will appear on the canvas.

      3. Position and Format: Drag the tag to its desired location (e.g., under "Training Certification"). Use the Properties Bar to adjust its size and style, just like regular text.

       

      2.5. Managing Layers and Order

       

      1. To adjust which elements appear in front of others (e.g., an image over a background text box), use the layer controls:

        • Layer Buttons: Click the Up or Down arrow buttons in the Properties Bar to move the selected element up or down in the layer hierarchy.

        • Layer Panel: You can also click the Layer button (or icon) to open a panel and drag the elements to reorder them in the hierarchy.

       

      3. Previewing and Saving the Template

       

      3.1. Previewing the Certificate

       

      1. At any point during the design process, click the Preview button.

      2. The system will display a real-time preview of how the final certificate will look, often populated with dummy or system data to show the tags in action.

      3. To return to editing, click Exit Preview.

       

      3.2. Saving the Template

       

      1. When you are satisfied with your design, click the Save button.

      2. A dialog box will appear asking for a template name.

      3. Enter a descriptive name (e.g., "My Cert 2025").

      4. Click Save in the dialog box.

      5. After saving, you will return to the main Certificates list.

      6. Click the Back button to exit the builder area.

      7. The newly created certificate will appear in the main list under Certificate Types as New, differentiating it from older (Legacy) templates.

       

      4. Linking the Certificate to a Training

       

      The final step is to associate the new template with a specific course or training.

      1. Navigate to Manage Training.

      2. Select the specific training course you wish to update.

      3. Go to the Settings tab.

      4. Find the Certificate section.

      5. Click the dropdown menu to view all available templates.

      6. Select the new template you just created (My Cert 2025).

      7. Click Confirm.

      8. Click Save to apply the changes to the training.

      The system will now use your new certificate template for all completions of this specific training.