# User Guide

Certificate Issuance Portal enables an Issuer/organization to select and create a sample certificate and issue it to an individual.

The first step for an issuer would be to *“Register as an Issuer”* on the Issuance portal.

## Registration

<figure><img src="/files/rbM2a3dyDHD4uF2XavcC" alt=""><figcaption></figcaption></figure>

* Enter Mobile no./Email Id
* Redirects to registration page if not registered

<figure><img src="/files/vvxKWH52GVhhIKPPhdQc" alt=""><figcaption></figcaption></figure>

* Enter the required details in the registration form
* Click on "Register" button

Certificate Issuance consists mainly of two major steps.

1. Template Selection/ Template Generation
2. Certificate Issuance

## Template Selection & Generation <a href="#id-3b7792qa8rsb" id="id-3b7792qa8rsb"></a>

<figure><img src="/files/uaXULoMGQdP93c0jwmF3" alt=""><figcaption></figcaption></figure>

* Login as an issuer

<figure><img src="/files/hrBJJnPCn29N9ojjHZZb" alt=""><figcaption></figcaption></figure>

* Enter the OTP received on Mobile no./Email Id
* Click on Verify button
* Dashboard gets open

<figure><img src="/files/bVwJk863n4q3BpJuXY98" alt=""><figcaption></figcaption></figure>

* Click on *“Add New Document”* button
* Redirects to the screen where two options are available
  * General Template: Pre-designed certificate templates are available. As of now 3 templates are available
    1. Proof of Skill
    2. Proof of Work
    3. Proof of Disability.
  * My Template: Allows users to upload and save custom form templates

### General Template <a href="#kfvv0odc9dxl" id="kfvv0odc9dxl"></a>

<figure><img src="/files/Ke73Lxgq9LFuXW5tEuEe" alt=""><figcaption></figcaption></figure>

* Click on General Template button
* Templates appear on the screen
* Select a particular template, preview of the same is shown on the right hand side.

<figure><img src="/files/v6agG0vXQwpQQZNMezTR" alt=""><figcaption></figcaption></figure>

* Click on *“Edit template”* button if customization required

<figure><img src="/files/DWGQmUf9nqxbp49j6Hq5" alt=""><figcaption></figcaption></figure>

* Multiple options to edit the template are available to customize a certificate that meets specific needs and preferences of the user:
  * Layout editing
  * Adding or removing additional text
  * Adding Images
  * Changing fonts and colors
  * Export the html code of the generated certificate.
  * Advance Editor

<figure><img src="/files/TX7aNch73CqweptBzn8L" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/0NxdTaQL94E31KEs5Sxe" alt=""><figcaption></figcaption></figure>

* Click on “*Advance editor”* button

<figure><img src="/files/ORRzgaL4IDbcUjZXyLoR" alt=""><figcaption></figcaption></figure>

* The Advance Editor allows to customize the layout of your form by adding, removing, and rearranging form elements.
* Drag and drop elements from the left-hand menu onto the canvas.
* Click on *“Save*” button to save the changes in the Advance Editor
* Click on *“Save Template*” button to save the template

<figure><img src="/files/eEU687HSKA1Hshnb1wZP" alt=""><figcaption></figcaption></figure>

* Add Name of the Certificate and description(Certificate name should be unique)
* Click on “*save”* button
* Redirects to the Dashboard screen

<figure><img src="/files/FjT32QzIuwW04PSKNQ6X" alt=""><figcaption></figcaption></figure>

* Saved template appears on the Dashboard

### My Template

<figure><img src="/files/xoKyITdJEs6DxDDZcCLt" alt=""><figcaption></figcaption></figure>

* Click on *“My template”* button
* Click on *“Upload template”* button (Only SVG and HTML format supported)
* This will open a file dialog box, select the template file to upload.
* Preview of the template appears on the screen

<figure><img src="/files/ayuUhnJHlJ1pSx6YxWIj" alt=""><figcaption></figcaption></figure>

* Click on the *“Edit Template”* button

<figure><img src="/files/E9mfnMJptEiRe2I851IW" alt=""><figcaption></figcaption></figure>

* Multiple options to edit the template are available to customize the uploaded certificate:
  * Layout editing
  * Adding or removing additional text
  * Adding Images
  * Changing fonts and colors
  * Export the html code of the generated certificate.
  * Advance Editor (Mandatory)

<figure><img src="/files/yEoFy068SAlWBNsH7Izs" alt=""><figcaption></figcaption></figure>

* The Advance Editor allows to customize the layout of your form by adding, removing, and rearranging form elements.

<figure><img src="/files/rJVGyFeUwVPD9UXNMTBz" alt=""><figcaption></figcaption></figure>

* Drag and drop elements from the left-hand menu onto the canvas.

<figure><img src="/files/TiaasDbXYv0A4HXugYBJ" alt=""><figcaption></figcaption></figure>

* Add validations if required
* Click on *“Save*” button to save the text field component

<figure><img src="/files/fJRGEer2JTUhd4ZxWRVa" alt=""><figcaption></figcaption></figure>

* Click on *“Save*” button to save the changes in the Advance Editor

<figure><img src="/files/s1G5xuUADEs9OcRWYwaQ" alt=""><figcaption></figcaption></figure>

* Click on *“Save Document*” button to save the template
* Add Name of the Certificate and description(Certificate name should be unique)

<figure><img src="/files/PfVbpRtD6zFoRiPZVHTy" alt=""><figcaption></figcaption></figure>

* Click on “*save”* button
* Redirects to the Dashboard screen

<figure><img src="/files/HjqZYdkgfLGJIGYqIHYu" alt=""><figcaption></figcaption></figure>

## Certificate Issuance

There are two provisions available to issue the certificates to the individuals:

* Single Issuance: Single Issuance option allows to generate and issue one certificate at a time
* Bulk Issuance (WIP) : The Bulk Issuance option allows users to generate and issue multiple certificates at once using a CSV file containing the recipient information. This option is ideal because the issuer needs to issue certificates to a large group of individuals.

### Single Issuance <a href="#kj3ogw4b31o7" id="kj3ogw4b31o7"></a>

Steps to issue a certificate using the Single Issuance option:

* Open the Dashboard
* Click on the “View/Add” button in the document card

![](/files/8JRmgHT9DJubu1Pm0dLF)

* Click on the “Add” button to add a new record

<figure><img src="/files/nyYgCcb6tSGW3MmTLIY4" alt=""><figcaption></figcaption></figure>

* Click on “Single Record” option
* Fill in the required details
* Click on the “Save” button

<figure><img src="/files/W7HlS5mE4E0dj5lY8WeP" alt=""><figcaption></figcaption></figure>

* Redirects to the “List View” of issued certificates
* Click on the “view icon” to view the certificate

### Bulk Issuance (WIP) <a href="#g9jd4mlg0epx" id="g9jd4mlg0epx"></a>

Steps to issue a certificate using the Single Issuance option:

* Open the Dashboard
* Click on the *“View/Add”* button in the document card
* Click on the *“Add”* button to add a new record
* Click on *“Bulk Record”* option
* Click on the *“Download Sample Template*”
* Add the required data in the downloaded sample template( excel/CSV)
* Click on the *“Browse”* Button
* This will open a file dialog box, select the excel/CSV to upload
* Click on “*Upload*” button
* Data gets uploaded and redirects to the list view of the recipients.
* Click on “View” button to view or download the certificate


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