Advanced Features for Custom Created Certificates

Document created by 892505 Administrator on Aug 8, 2014Last modified by 2261986 on Oct 22, 2018
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Custom Code

If you are not familiar with creating a custom certificate, please review Certificates - Creating a Custom Certificate prior to proceeding. If you need to review assigning certificates to your courses or training plans, please review Certificates - Assigning Certificates to Selected Trainings  prior to proceeding. 

All features discussed here are applicable to course and training plan-based certificates. In most situations, you will need the same exact text to appear on your certificate each time a learner prints (except for the dynamic parameters such as course title & date of completion). If your certificate carries an approval number from an accrediting body, you will enter that as static text and have the same approval number appear on that certificate each time. 

However, in certain instances you may have a single certificate that needs to have variable information on a course-by-course basis. For example:

1 - The certificate is approved by an accrediting body that has assigned a unique approval number to each individual course they have approved

2 - While the course carries a fixed number of credit hours, the hours are split into different domains

3 - Each approved course needs to include some additional information that isn't included in the other dynamic parameters

If you find yourself in such a situation, the Custom Code feature has been designed to serve your needs. Simply input the dynamic text you need for each course (e.g. "2 hours Domain I, 1 hour Domain II") into the Custom Code field and then place the "[custom_code]" parameter at the appropriate place on your certificate template.


The Custom Code is assigned to the specific Course/Certificate association in data. So if you have two certificates (1 & 2) associated with your First Aid course, and you assign a custom code to the course for Certificate 1, that code would only appear when Certificate 1 is printed; Certificate 2 is a separate entity.

For the HTML-savvy: it is possible to add HTML formatting to the custom code. So if you needed a line break to appear within the code text, you could simply enter the "<br />" tag at the appropriate spot and your certificate would format accordingly.

If you need to apply multiple custom codes, you can use the second field appearing on the courses, events and enrollment interface and apply the "[custom_code2]" field within the certificate builder tool. 

Dynamic Instructor Signature

While most certificates carry a single signature regardless of the specific course completion (from a training director or other designated staff member), in some scenarios you may want to display the signature of the course instructor. Instructor signatures may also be added by including the dynamic instructor image in your certificate template. To include a dynamic instructor signature in your certificate, simply click on the highlighted button that looks like a pen.

Once you click on the pen icon, you will see a "John Hancock" image in the certificate editor. You can drag this signature to the appropriate spot on your certificate.

How Do I Add My Instructors' Signatures to the System?

Every user profile provides the option of uploading an image of a signature. Click on "Choose File" and select your signature image from your computer. (Recommended dimensions are 150px by 50px) Then click the "save" button at the bottom of your profile and you should be able to see the image appear in the user profile.

Instructor features are not currently available on curriculum-based certificates as there is no concept of an instructor who varies on a training-by-training basis.