13 Certificate Designer
What is the Certificate Designer?
Everyone who passes one of your online inductions gets a certificate. On every plan, you can pick one of our ready-made certificates or ID cards. On the Enterprise plan, the Certificate Designer lets you make your own, with your logo, colours and the details you choose.
Rules to know
- Ready-made designs: every plan. Choose from about 50 A4 certificates and ID cards.
- Your own design: Enterprise plan and free trial only. On other plans, Custom isn’t in the list.
- Who: only the Account owner and Administration Users can change the certificate.
- One style for everyone: the style you pick is used for all your inductions.
- Filled in for you: fields such as the person’s name, photo, the induction, the dates and a QR code are filled in on each certificate.
What you’ll need
- An Account owner or Administration User login.
- The Enterprise plan or a free trial, to make your own design.
- Your logo, if you want it on the certificate. See Logo and Company Settings.
Pick a ready-made design
- Click the gear icon, top right, then click Settings.
- Click the Advanced Settings tab.
- Pick a design in the Certificate Style Type list. A preview shows below.
- Click the orange Save button at the bottom.
Design your own
- In the Certificate Style Type list, pick Custom.
- Click the navy Open Certificate Designer button.
The designer opens in a new window.
- Click File, then New, pick a design, then click OK.
- Click the Templates tool on the left, then pick a field.
- Drag the text, pictures and fields where you want them.
- Click File, then Save.
- Close the designer window. Your design shows as the preview on Advanced Settings.
Tip
Fields include Inductee Name and Expires On. They show a sample while you design. Each certificate shows the real details instead.
What people get
When someone passes an induction, their certificate uses the style you picked. Their name, the induction, the dates and their details are filled in for them.
Done! What happens next
- New certificates use the style you picked, for every induction.
- Change the style or your design at any time on Advanced Settings.