The Goal: Create a Certificate Component-type document template so it can be linked to a certification component and issued to attendees who complete a class.
Before You Begin:
- Certificates must be set up as a Certificate Component-type document template before they can be linked to a component on the Components page in the Continuing Education section.
- This is most commonly used when a certification component is linked to an event and you want to provide attendees with a certificate documenting the credit they received.
Step-by-Step Instructions
- Go to Settings, then navigate to Document Generation > Document Generation Templates.
- A sample certificate called ContinuingEducationUnit.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 Component type, it will be available to link to a component from the Components page in the Continuing Education section under Events & Learning.
Common Pitfalls
- Template not appearing in component settings: Confirm the document template type is set to Certificate Component (not Certificate or another type) when saving the template.