The Goal: Create a Certificate-type document template so it can be linked to a certification program and issued to members upon completion.
Before You Begin:
- Certificates must be set up as a Certificate-type document template before they can be linked to a certification on the Certifications page in the Continuing Education section.
- Note: Certification Certificates cannot merge Individual Custom Fields.
Step-by-Step Instructions
- Go to Settings, then navigate to Document Generation > Document Generation Templates.
- A sample certificate called Certificate.docx is provided. Make a copy of this document and edit it, or upload your own file.
- See Setup Your Documentation Templates for full instructions on creating and managing document templates.
- Once the template is saved as a Certificate type, it will be available to link to a certification from the Certifications page in the Continuing Education section under Events & Learning.
Common Pitfalls
- Certificate not appearing in certification settings: Confirm the document template type is set to Certificate (not Certificate Component or another type) when saving the template.
- Custom fields not merging: Individual Custom Fields are not supported for Certification Certificates. Use only supported merge fields.