There are two interfaces for working with certificates under Tools in the left-hand menu:
- Manage certificate templates for managing existing certificate templates.
- Create certificate templates for creating certificate templates.
The dashboard
The dashboard table shows all the certificates with the following attributes:
ID: The ID of the certificate template.
Name of the certificate template: The title of the certificate template.
Creation date: The date when the certificate template was published.
Status: The publication status of the certificate template. There are two possible statuses:
- Published: The certificate template has been published and is accessible to relevant users.
- Not published: The certificate template was not published or unpublished.
Actions: Apart from attributes, each certificate template has icons for two actions:
- Edit: Clicking this icon opens the certificate template editing interface.
- Export: Clicking this icon initiates the download of the certificate template as a PDF.
The table can be sorted by a certificate’s ID or name to display the results in ascending or descending order. To do that, click on the name of the attribute.
You can also publish, unpublish, and delete selected trainings right from the table by checking the box next to the item and choosing the action from the list above the table:
Note: You cannot unpublish or delete a certificate that is already in use, i.e., assigned to a training.
Certificate creation
To create a new certificate template, click the Create certificate template menu item on the left, or click the Add Certificate Template button above the Manage certificate templates dashboard with the list of all certificates.
The certificate template creation tool will open:
Here, you can enter the certificate name and select its orientation and design. There are two sheet orientation options available: landscape and portrait. The three default design options are minimalist, classic, and modern.
After you have applied all the necessary settings on this page, click the Continue button.
On the next page, you can see the preview of the certificate template and edit its content.
In the Non-editable elements section, you can enter placeholder text for fields that automatically populate when the certificate is issued, such as the learner’s name, training title, and completion date. The preview on the right updates automatically to reflect these changes. These inputs are not saved.
In the Customizable fields section, you can add the following elements to customize and brand the certificate template:
- Company address
- Company logo: You can add one .png file under 500 MB. It’s automatically adjusted to fit the certificate.
- Company name
- Custom message above the learner’s name
- QR code linking to an external resource: You can add one file under 500 MB in the following formats: .png, .gif, .jpg, .jpeg, .webp. It’s automatically adjusted to fit the certificate.
- Subline with the descriptor text below the certificate title
To remove the customizable field from the template, click the Delete icon next to it:
After you have finished creating the certificate template, click Save as draft to save it but not publish it, or click Save and publish to publish the template.
Certificate template editing
To edit the certificate template, go to the Manage certificate templates dashboard and click the Edit icon next to the certificate you want to edit.
The steps for editing the certificate template are the same as those during its creation.
After you’ve edited the certificate template that’s been previously published, click Save to save the changes or click Unpublish to unpublish it.
If you are editing an unpublished certificate template, click Save as draft to save it but not publish it, or click Save and publish to publish the template.
Published certificates can then be added to a training of your choice during Step 3 of the training creation process. 
