With the "Attach custom certificate of completion", anyone with "Activities Builder" permissions will now have the ability to create their own custom certificate templates.
- Click the "Activities Builder" button in left navigation.
- Create a new activity, or select the activity you want to add a custom certificate to.
a. If you're editing an existing activity, once you have chosen the activity, click the "gear" icon in the top right.
- Once in the activity, check the "Attach custom certificate of completion" box.
Once you have checked the "Attach custom certificate of completion" box, additional options will appear below.
From here, complete the following options:
1. Select the certificate template you want to use. If you don't have a certificate template already created, you can create one by clicking the "Add New" button.
2. Once you click "Add New", you see the following screen:
From this screen you can do the following:
- Name the certificate (required)
a. The name does not display on the certificate and is only used to identify the certificate when attaching it to an assignment.
- Enter Organization Details (not required)
a. This displays in the bottom left of the certificate and can be used for organization name, address, etc.
- Select Signature Image (not required)
a. Here, you can select from a library of your saved signatures. If this is your first time adding a custom certificate and you want to use a signature, you can sign using the signature tool, or upload an image file of your signature. You can do so by clicking the "View/Add" link.
b. Once you click "View/Add", you will be taken to a screen where you can save a signature, or upload one.
i. If you want to save a signature directly from the add signature tool, you can begin signing in the dotted box.
ii. If you want to upload a signature, click "Upload Signature Image" from this screen, and drag and drop the signature image you want to use.
iii. Additionally, you'll need to fill out the Rank/Title, First Name and Last Name for the signature. These fields are required and display below the signature in the certificate.
iv. Once you've uploaded the signature image and filled out the required fields, click save, and the signature will be stored in the Signature Library.
v. You can now select the signature from the "Select Signature Image", back on the "Create New Certificate Template" page.
- Select Logo Image (not required)
a. You also have the option to add a logo to the certificate template, which displays
in the bottom right of the certificate. If this your first time adding a custom certificate and you want to add a logo image, you'll have to upload the logo image. You can do so by clicking the "View/Add" link.
b. Here, you can edit logos from a library of saved logos (if you've previously uploaded them), or you can add a new one.
c. To add a new logo, click the "Add New" button.
i. From here, you can upload the logo image.
ii. Additionally, you need to name the image - which is required. The name of the logo will not display on the certificate and is only used for identifying the logo image in the Logo Library.
5. Once you've successfully added a new template, you can select it from the certificate template dropdown.
6. Next, select a Start Date (required) and End Date (not required). This allows you to set up multiple certificate templates for one activity, which is useful, for example, if different instructors are scheduled for different dates.
a. Example: Instructor A is scheduled to teach activity 1 from April 1, 2018 to May 1, 2018; and instructor 2 was going to teach the same activity (activity 1) from May 2, 2018 - August 1, 2018. You can set up the custom certificate with instructor 1's signature on it to only be issued between April 1, 2018 and May 1, 2018. Then, the custom certificate with instructor 2's signature will go into affect from May 2, 2018 to August 1, 2018. The users who did the activity with instructor 1 will have the proper signature on their certification, while the users who did the activity with instructor 2 will have the proper signature on theirs.
Below is an image of what it would look like to have multiple custom certifications saved for one activity.
Note: If you do not set an end date, the custom certificate will be used until a user changes the settings.
7. The last step is to select the text that you'd like to appear in the body of the certificate template.
Note: This text will display on all certificates selected for the activity. It will not change if you have multiple certificates selected.