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Guide 2 - Setting up a Certificate Design

In this guide we are going to go through the basics of settings up a certificate design using one of the Accredible templates as a starting point. We’ll then customize the design so that it fits in with your branding and finally we will look at adding some custom data points onto the design. 

Setting up your design with the correct data points is essential to getting the best out of Accredible and will definitely make your life easier if you do ever try to dabble into any of the more advanced settings of Accredible.

So what are these data points? In Accredible we call them ‘Attributes’. Attributes are bits of data within your certificate that you want to change depending on the person who is receiving the certificate or the course they are taking. These could be things like the recipient name, the course expiry date or a students individual grade. 

 

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Its best to think of these attributes as placeholders for the final bits of data you want to display. The attribute tells the Accredible system where exactly this information will go on the certificate, but your data upload tells the system what should finally be displayed in place of that attribute.

Enough of the complicated jargon, let’s jump into your first design. We’ll use some Attributes along the way  so you can see how they work in the wild.

To start creating a new design follow these steps: 

If you are following on straight from our last guide the platform should now be suggesting that you need to add/create a design to the group we just set up. 

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Go ahead and select 'Add a Certificate Design'. Then the click the 'New' button to enter the design editor. 

 

To just start a blank design follow these steps:

1) Select 'Certificate Designs' from the top menu

2) Then hit this button Screen_Shot_2017-06-12_at_15.24.52.png

You will now be in the certificate design editor which looks like this:

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In this guide we are going to customize one of Accredible’s pre-made templates. We have over 30 to choose from. They are a great way to quickly get started without having to think too hard about the certificate design. 

 

Select your template

First off lets choose a template, to do this select the “open template” button from the design editor menu. Then select the default designs tab. You can now choose the template you want. Each one can be chosen in either A4 or Us-letter size and in either Portrait or Landscape. To select the template just click on the design  

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Add an attribute

You will see that the template design has already added some Attribute’s into the design for you. These can be spotted by the fact they are bookended by these symbols [ ]. So for example [recipient.name] is where your recipient name data is going to pull into. [group.course.name] will pull in the group name that we added in the first guide. 

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The above attributes might be all the data that you want on the certificate. However, if you want to add some more information just follow these steps: (if not skip ahead to the next section)

So, let’s create an attribute that will allow us to add grade data on the certificate. To do this, click the ‘Attribute’ drop down menu in the top left hand corner of the design editor. Scroll down until you get to the ‘Credential Attributes’ section and tick the box next to ‘grade’. 

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You will then see that a text box with the [credential.grade] attribute within it has been added to the certificate design. Feel free to drag it to where you want it to be on the final design. 

 

Using this method you can add a whole bunch of our standard attributes or even try creating one of your own by clicking the “Create Custom Attribute” button at the bottom of the menu. 

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Format the text 

You can easily format the text within the design so that it matches your brand colours or font. To do this, select a text element, when you do so you will see that new options appear in the menu above. Using these, you can do things like change the colour, change the font, change the size, centre the text, underline etc.

 

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Add your logo 

Next lets add your company logo or a custom image of your choice to the certificate. First off, let’s go ahead and deleted the sample “Your Logo here” image. To do that just select it and then click the grey dustbin to delete it. 

Then to add your logo just locate it in on computer and drag and drop it into the design or select the ‘+ Image’ button and add it that way. 

Once its added you can drag it anywhere you like and can amend the size by dragging the block from the bottom right hand corner. As soon as you've got your positioning right just click off the block to de-select it. 

 

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Add a signature

A lot of certificate issuers like to add a signature of a company stakeholder to the certificate. This gives gravitas and validity to the certificate. 

There are a few ways to get a signature into the certificate but probably the quickest and easiest is just to sign the signature on white paper using a dark coloured pen. Then either scan or photograph the signature. Once on your computer you will need to crop it and then add it to the certificate just like you did with the logo. 

Don’t forget to delete John Doe’s signature!

 

Name & Save your design 

Add a name for your design in the box at the top and then when you’re happy hit save design.

Voila! That’s it! You’re done! Your first certificate design is ready to use. 

 

Please note - If you set this design up from scratch rather than following on from the first guide then you still need to link it to a group. To do this follow these steps:

1) Select 'Groups' from the top menu

2) Select the Group you want to attach the design to 

3) Click the 'Certificate Design' Tab from the group menu

4) Click on the 'Choose' button

5) Select the design you just made and you're done!

 

Click here to start the next guide: "Add a badge design"

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