Create certificate templates

Institutions issue certificates to students and employees for many purposes. To generate certificates in myschool, the administrator or a privileged user first creates a certificate template in the Certificates module.

Create a certificate template

1. Go to Menu → Academics → Certificates.

2. Select Certificate template.

3. Click New.

4. Enter the certificate details:

   1. Enter the certificate name in the Certificate Name field.

   2. Select the user type the certificate applies to: Student or Employee.

      Screenshot — to be addedpublic/images/articles/create-certificate-template-4.png

   3. Select the Certificate Serial Number type:

      • Enter Manually — the serial number is typed in when the certificate is generated.
      • Auto Generate — the serial number increments automatically from the prefix number.

      Screenshot — to be addedpublic/images/articles/create-certificate-template-5.png

   4. Select the Resolution (A4 or Landscape) from the drop-down list.

   5. Upload the background image to be used for printing.

      Screenshot — to be addedpublic/images/articles/create-certificate-template-6.png

   6. Enter the layout spacing to match the alignment of the background image.

      Screenshot — to be addedpublic/images/articles/create-certificate-template-7.png

   7. Select the barcode information from the drop-down list.

   8. Select the barcode orientation: Horizontal, Left Vertical or Right Vertical.

      Screenshot — to be addedpublic/images/articles/create-certificate-template-8.png

   9. Select the User Photo Style – Front: Square or Circle.

   10. Enter the certificate dimensions.

       Screenshot — to be addedpublic/images/articles/create-certificate-template-9.png

   11. Enter the certificate content in the text editor using field codes. Field codes pull the matching value stored in the system for the selected user when the certificate is generated.

       • Copy a field code from the field code box and paste it into the text area.
       • You can also drag and drop characters into the editor area.

       Screenshot — to be addedpublic/images/articles/create-certificate-template-10.png

   12. To add a custom field, click Add Custom Field.

       Screenshot — to be addedpublic/images/articles/create-certificate-template-11.png

       Screenshot — to be addedpublic/images/articles/create-certificate-template-12.png

       • Enter the custom field name.
       • Enter the key used to fetch the data.
       • In the editor, use the key in the format {{custom_<key>}}.

       Example:

       Setting	Value
       Name	Student Character
       Key	character
       Field code to use	{{custom_character}}

       Screenshot — to be addedpublic/images/articles/create-certificate-template-13.png

       Screenshot — to be addedpublic/images/articles/create-certificate-template-14.png

5. Click Create Template to save.

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