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

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

Enter the required details in the registration form
Click on "Register" button
Certificate Issuance consists mainly of two major steps.
Template Selection/ Template Generation
Certificate Issuance
Template Selection & Generation

Login as an issuer

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

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
Proof of Skill
Proof of Work
Proof of Disability.
My Template: Allows users to upload and save custom form templates
General Template

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.

Click on “Edit template” button if customization required

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


Click on “Advance editor” button

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

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

Saved template appears on the Dashboard
My Template

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

Click on the “Edit Template” button

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)

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.

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

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

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

Click on “save” button
Redirects to the Dashboard screen

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

Redirects to the “List View” of issued certificates
Click on the “view icon” to view the certificate
Bulk Issuance (WIP)
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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