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Home > Continuing Education > Set up Continuing Education Certificate Templates
Set up Continuing Education Certificate Templates
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Organizations that offer certifications typically provide a certificate to individuals who have completed the work required to earn a certification. Certificates can be linked to a certification in the Continuing Education module on the Certifications tab. Certificates must be set up as a Certificate-type document template to be available.


In Setup -> Document Generation -> Document Generation Templates, we’ve provided a sample certificate called “Certificate.docx”. You can make a copy of this document and edit it or upload your own file. **Note: Certification Certificates cannot merge Individual Custom Fields. See Setup Your Documentation Templates for further instructions.


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