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On this page
  • Create a Template
  • Where to find Certificates ?
  • Create a template
  • Editing Templates
  • Issue certificates on Course Completion
  • Issue a Certificate
  • FAQs

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  1. Synamate Modules
  2. Memberships

Certificates

How to Create and Use Certificates

PreviousMore InfoNextMedia Storage

Last updated 8 months ago

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The above video contains:

  1. How to create a certificate from templates

  2. How to create a certificate from scratch

  3. Understanding Certificate elements and settings

The above video contains:

  1. How to automatically issue a certificate at the end of the course to your students.

Create a Template

We're thrilled to introduce Certificates, a fantastic feature designed to acknowledge and celebrate user accomplishments in your community. With Certificates, you can create personalised certificates and issue them to your users. In this initial release, we've focused on making it easy to award certificates for course completion. Here's how to get started:

In This Article

Where to find Certificates ?

To get started with certificates:

  • Go to Memberships from the left navigation bar (in your account) > Certificates

Create a template

To start creating a certificate template:

  • Click on New

  • To create a template, choose Certificate Templates or Blank Certificates

Choose an existing template

To create a template, choose from the existing templates:

  • Select a template

  • Click on Confirm

  • Template is ready to use

Create a template from scratch

To create a template from scratch (Or Creating a custom template):

  • Click on Blank Certificates

  • Start creating from scratch

Editing Templates

To edit a template, there are various elements to use:

1. Layout:

  • To choose a layout, click on Layout, and choose between Portrait or Landscape

  • Once selected, you can choose frames for both the layouts, respectively

  • To remove a frame, click on the same frame again (from the right bar)

Note: Changing the layout from Portrait to Landscape or vice-versa, will disrupt the edits

2. Background:

  • To choose a background, click on Background

  • Choose the colours

  • Upload an image as background or enter image link to upload

  • Choose the opacity of the background image or colour by using the opacity slider

  • To choose a pattern as background image, click on Patterns and choose a pattern. Further choose the colour of the pattern

3. Header

  • To add a header, drag and drop the Header element to your template and start editing the text after selection

  • Elements can be cloned or deleted by clicking on the copy and delete icons

  • Choose Font Styles, Font Size, Font Type (Heading 1, Heading 2, etc ...), Font Colour, etc. from the top bar after selecting a text

  • To resize, move the blue dots of the text box

4. Text

  • To add a text, drag and drop the Text element to your template and start editing the text after selection

  • Elements can be cloned or deleted by clicking on the copy and delete icons

  • Choose Font Styles, Font Size, Font Type (Headings,Paragraohs, etc..), Font Colour, etc. from the top bar after selecting a text

  • To resize, move the blue dots of the text box

5. Image

  • To add an image, drag and drop the Image element to your template

  • Upload an image or add the image link to upload

  • Choose the opacity of the background image by using the opacity slider

  • To resize, move the blue dots of the box

6. Badge

  • To add a badge, drag and drop the Badge element to your template

  • Choose a badge with from the options by clicking on it

  • To resize, move the blue dots of the box

7. Signatures

  • To add a signature, drag and drop the Signature element to your template

  • Choose a badge with from the options by clicking on it

  • Choose the signature styles after selecting the signature

  • To resize, move the blue dots of the box

Preview and Save a template

  • To preview a template, click on Preview

  • To save a template, click on Save

  • Before saving a template, enter a relevant name for your certificate from the top section

Saved Templates

  • Once saved, click on Back

  • Saved templates are visible under the Template tab

  • From the three dots, choose to Preview, Edit or Delete a template

Issue certificates on Course Completion

Introducing our brand-new feature: Certificates integrated with courses! This enhancement allows location users to send customized certificates for course completion. Learners will receive email notifications with links to access and download their certificates. It's a fantastic way to acknowledge and celebrate your learners' accomplishments.

TABLE OF CONTENTS

Issue a Certificate

To issue a certificate on course completion, follow the below steps:

  • Choose a product (Course) for which you want to issue a certificate (Memberships > Courses > Products)

  • Go to Certificates Tab

  • Click on Attach

  • Select a template to attach

  • Category will be selected as Course Completion (by default)

  • Click on Save

  • Once saved, all new learners of the course will receive the certificate automatically, via email, each time they complete the specific course

  • All issued certificate details will be available under the Certificates tab (Memberships > Certificates)

Note - Only one certificate can be attached for course completion at one point of time. To add a new template, edit and choose new template, or delete the attached template and add a new one

FAQs

What happens if I mark a certificate as inactive for a specific course?

The certificates would not be sent out automatically, after course completion to learners, unless marked as Active again

How to stop sending certificates on course completion to a specific learner?

Go to the Sites > Memberships > Certificates > Issued Certificates > Click on three dots and then click Revoke Access for the specific learner. Once the access is revoked, the learner cannot access the previously sent certificates.

Can learners share their certificates publicly?

Yes, all learners can copy their certificates link and share

Where to find Certificates ?
Create a template
Editing Templates
Issue a Certificate
FAQs