Creating a Certificate

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Creating a Certificate

Certificates are actually Templates, allowing you the flexibility to apply the same Certificate to multiple Courses, Events, or Learning Paths as appropriate. By using variables, the appropriate data is pulled from the LMS and inserted when the Certificate is printed.

1.Navigate to the Calendar or Library.

2.Using the three dot Options menu, select Certificates.

3.Click the Add a new record Add Record button.

4.Enter a Certificate Name using a name relevant to its use, such as Course Completion, Certificate of Attendance, or Required eLearning Course.

5.Click the Type arrow to select whether the Certificate is for Courses or Paths.

6.Set the Certificate Status to Inactive until it is ready for use.

7.Select the appropriate Page Size (Letter for US or A4 for UK/Europe).

8.Select the preferred Page Orientation (Portrait or Landscape).

9.Create and format the Certificate Body.

a.Type the text you want on the Certificate.

b.Format the text using the buttons and tools as described below (moving from left to right):

Creating a Certificate - Clip 1

Source Code icon

Source Code


The Source button toggles the display to view the Certificate text as HTML source code.

Undo-Redo icons



Use as needed to undo/redo an action.

Fullscreen icon Exit Fullscreen

Fullscreen/Exit Fullscreen


Click the Fullscreen icon to maximize the editing area of the Certificate.

When finished, click the Exit Fullscreen icon to see all Certificate detail options.

Font Attributes icons

Bold, Italic, Underscore, Strikethrough (Font Attributes)


Apply Bold, Italics, Underscore, or Strike Through using the Font Attributes group of tools.

Number and Bullet icon

Numbered List/Bullet List


Add automatic Numbering or Bullets as needed.

Text Alignment icons

Text Alignment


Apply text alignment settings (left center, right, or justify) to text as needed.

Text and Background Color icons

Text and Background Colors


Click the Text Color or Background Color buttons to display the color palette to change the text color and/or add a highlighted background color to text.

Blocks icon



The Blocks drop-down displays a list of Styles which can be applied to selected text. Use Normal to directly format text as desired.

Font icon



The Fonts drop-down displays a list of available fonts you can use.

Font Sizes icon

Font Sizes


The Font Sizes drop-down displays available font sizes.

Variables icon



The Variables drop-down allows you to add User, Course, Compliance, Event, and/or History-related variables.

For Learning Paths, variables are available for Users, Paths, or PathLearners (Path Completion Date).

Insert Items icons

Insert Link, Insert/Edit Table, Insert/Edit Image


Click the Link button to add a URL link.

Click the Table button to insert or edit a table.

Click the Insert/edit Image to insert an image.

TPArrowUse the keyboard combinations for Cut (Ctrl+X), Copy (Ctrl+C), and Paste (Ctrl+V) as needed. (windows)

10.OPTIONAL:  Use the Header and Footer options to insert logos or graphics at the top and/or bottom of the Certificate.

a.Click the Header Style or Footer Style arrow to select the location to place an uploaded graphic:

Banner will fit or stretch the uploaded graphic across the width of the page.

Left, Right, or Centre will place the graphic at the selected location.

Left/Right allows you to upload two of the same or different graphics, placed at the left and right margins.

Left/Centre/Right allows you to upload three of the same or different graphics, placed at each location across the page.

b.Click the Upload Upload icon icon to browse and navigate to and select the graphic.

11.Click Preview Button to preview the Certificate to ensure correct format and spacing.

TPArrowIf there are any unsaved changes, you will need to confirm the Save message before the preview will display.

Creating a Certificate - Clip 2

12.Click Save Button.


Make sure to change the Certificate Status to Active in order to associate it with the appropriate Course, Event, or Learning Path!