Setting Up a Certificate Template

Feature Description:

Admins with site wide or Manage Account settings permissions can create and edit certificate templates to be used within credit/certificate components. Additional admins can be granted the Edit Self-Service Certificate Template Settings permission as well.

Admins can create certificates of the following types: standard, medical, CLE/Multi-State, Certification, and Multi-Product. After the template is in-use, any changes or edits to the template will apply to all instances of that certificate within your products.

Pre-existing designer-created templates for your account cannot be edited by an admin. If your certificate requirements are beyond what you can create with this tool, Elevate team members can create custom certificates for a fee.

IMPORTANT NOTE

This feature is only available on our custom branded LMS clients. Clients who are able to edit their site via the site editor will continue to use the certificate templates currently available.

Admin Settings: under Settings> Templates> Certificate Templates

Fig.1 - Admin Settings

Select “Add New Template” or “Filter” by template name or certificate type to edit existing templates. Under “Template usage” column, you can see the number of times the template has been used in a certificate/credit component and click on that number to see what products it's used in. Under actions, you can preview, edit, clone, or delete certificate templates.

Fig.2 - Certificate Templates

To begin designing a new certificate, select “Add New Template.” In the Add Certificate Template Modal, begin by entering a unique template name without spaces or special characters and select the certificate type: standard, cle/multi-state, medical, certification, or multi-product (Multi-Product certificates are an add-on feature and may not be a part of your Elevate installation). Then select from the pre-existing border options or upload one of your choosing and select a color for the border. Then select the fonts you wish to use for heading and body of the template. Elevate designers can implement additional fonts if needed, contact elevate-support@gocadmium.com for these requests.

Fig.3 - Add Certificate Template Modal

In the certificate layout section, choose your desired layout for the following sections: Header, Body, Signature, and Footer.

Fig.4 - Certificate Layout Section

Finally, enter the certificate content into each of the four sections using the HTML zones. You can customize the certificates with available tags based on the certificate type selected. The tags will automatically pull in user or product specific fields when used. When finished, click “Save” to save your work.

Fig.5 - Certificate Content Section

Once created, the template is ready for use. Note that any changes you make to this template will affect all uses of that template.

Below is an image and some instructions that break down the relationships of Header/Body/Signature/Footer, and the mechanics of how columns affect the four Layout zones so you can understand the relationships:

Fig.6 - Certificate Template Structure

For the "Border" we suggest using one of the Existing borders (screenshot below):

Fig.7 -

Elevate has preloaded borders to experiment with in that section. When you select one, scroll down and click the "Preview" button and you can see what each one looks like and even adjust the color using the color picker tool.

For your logo, you will want to choose either the Header/Body/Signature/Footer HTML widget to upload a copy of your logo. This will be how you use columns to determine what area you wish for that to reside on the certificate. Click anywhere in the desired area and the HTML editor will appear with a button to upload your image (screenshot below):

Last modified Jun 17, 2024