Envibe: How to set up Courses personalised level E-certificates
Question
How can we set up e-certificates that parent/guardians can download them once the student completes all the competencies in that level.
Answer
In
Envibe version 874, the functionality to display a personalised digital
certificate on the customer portal became available.
This is done via a link from a
PDF template to a course level. When the
student achieves all the competencies of the level, on the customer Web portal,
the certificate is available for download.
To implement the feature, follow the steps outlined below or via the video link:
Configuration Steps:
1. Free license required
2. Install Foxit PDF Reader
3. Import and link PDF Certificates
4. Configure a level certificate
5. Viewing Online
1. Free license required
A free license must first be installed. Contact the Support Team for assistance to do this
2. Install Foxit PDF Reader
Install this free program on the PC so Document Designer can view the PDF in the template.
- Downloading Foxit
may require administrator permissions. Please contact your IT team for
assistance. It is important that when downloading the free viewer, that you UNTICK
the 14-day free demo version. If you forget to untick this section, you
will be required to uninstall and reinstall the program again.
- If you can not install Foxit PDF Reader, you can continue with the configuration process. Without PDF reader, your certificate will not be visible in Document Designer but you can still link the database fields to the template.
3. Import and link PDF Certificate Template
Note: A form-filling PDF
template of the certificate/s must be created in a PDF editing program such as Adobe.
1. Go to DOCUMENT DESIGNER -> TEMPLATES2. Click NEW3. Select Course Certificate in the FORM field4. Link the fields on your PDF Template to the available fields from Envibe5. Click SAVE
4. Configure a Level Certificate
1. Go to COURSES MODULE -> MANAGEMENT -> LEVELS2. Click the level to link the Certificate Template3. Select required Course Certificate from the drop down box4. Click SAVE
5. Viewing Online
1. Once the student has completed the competency, signed into the on the WEB PORTAL -> COURSES -> ACTIVE or UPCOMING ENROLMENTS2. Select VIEW PROGRESS3. Click CERTIFICATE4. A certificate will display in the browser as a PDF to download and/or Print.
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