Guide › Manager

Internal training

User guide · Manager

Manage Certificates and the templates

Find issued certificates, prepare templates and check their layout with the Preview.

ManagerStep-by-step instructions

Find a record in Certificate Management

Manager

1Step 1 of 5

Search by code or recipient and use the valid/revoked filters.

  1. Check the recipient, Course and code before you download or use a management action.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You choose the right saved Certificate.

Manager · Certificate & template01

Choose a Certificate Template

Manager

2Step 2 of 5

A template is the artwork and layout used by the certificate issuing mechanism.

  1. Read the template list and choose Edit or Preview from the actions shown.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You work on the right template and do not treat a template image as an issued certificate.

Manager · Certificate & template02

Update the template and its branding assets

Manager

3Step 3 of 5

Prepare the certificate content, layout, orientation and artwork.

  1. Review placeholders such as [student_name], [course_name], [issue_date] and [certificate_code].
  2. Update the branding and layout; check Preview before saving.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

The saved template is ready to use for certificate generation.

Manager · Certificate & template03

Check the Preview before use

Manager

4Step 4 of 5

Preview shows the template with sample data from the feature.

  1. Check the layout, logo, background and text placeholders in Preview.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You confirm the template follows the current artwork and layout without issuing a Certificate to a learner.

Manager · Certificate & template04

Add a template with the form

Manager

5Step 5 of 5

Add Certificate Template uses the fields the system supports.

  1. Enter the template name and content; prepare the layout, orientation and assets according to the form.
  2. Check Preview and Save when it is complete.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

A valid template is saved with the mechanism.

Manager · Certificate & template05
1 / 6
All guides

Anonymous visitor

Authenticated user

Student

Instructor

Content Editor

Manager

Administrator

Privacy Terms