# 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="https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-bcd393abc77750141f3d948dcde801ea3c8b93e9%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-3590415f4a50adf9b810fc8912dffc7dd7d6c0b0%2Fimage.png?alt=media" 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="https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-bcd393abc77750141f3d948dcde801ea3c8b93e9%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>

* Login as an issuer

<figure><img src="https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-f6b1b0cb164d723419738e4d20fa4f1669cbf9ce%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-03e8a2a19c715702f886c780ac26e9173b6e1f06%2Fimage.png?alt=media" 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="https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-ba4649eb90a47a966db801d0a3d3906964552f6c%2Fimage.png?alt=media" 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="https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-1ab7f11766920d88e2e2e0779880cec9463a7e4b%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-cc1d1422713aac6fbcec6cfbd1817c0e1b852d73%2Fimage.png?alt=media" 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="https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-52f205c6cafdeec3d90dd10ad4929854d2779eef%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>

<figure><img src="https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-f041555b99c19a0cd39b6db320b9f3382705eea4%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>

* Click on “*Advance editor”* button

<figure><img src="https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-f900e1064028f901d88f451fea706c65b9c5f99b%2Fimage.png?alt=media" 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="https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-b59e6ae4994e02293310cc15e577e4ce62ef2100%2Fimage.png?alt=media" 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="https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-0c5f089af10f39148e613c51a9190e7d7ec0a485%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>

* Saved template appears on the Dashboard

### My Template

<figure><img src="https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-935e37a37676b616080e1e40f9edc64dacee7c06%2Fimage.png?alt=media" 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="https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-792a1ebd8dee4c919e8f65a680a4b5e2221135fc%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>

* Click on the *“Edit Template”* button

<figure><img src="https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-6e07dd3d34d6739f4ed69692c1cefee09e9e36bc%2Fimage.png?alt=media" 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="https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-2f2ac7274714218bf6ce7828dc3a595a38353922%2Fimage.png?alt=media" 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="https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-e6b0040d54ee2381b448e510ffd41a907f1fb033%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-2767dce6f7a5305529f79617538b74da9b3bd0f0%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-6d6dbfd6514fb42bdf02df58dc6e0a2a6821ba32%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-4dd6437b45661bcae5970298a7152976912c0c0d%2Fimage.png?alt=media" 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="https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-5819251cfe362b3572e8ca1306a7e4d7912ad5a5%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-0c5f089af10f39148e613c51a9190e7d7ec0a485%2Fimage.png?alt=media" 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

![](https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-bb0e209f7fe313f1226213bec9f0098e9ad94175%2Fimage.png?alt=media)

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

<figure><img src="https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-a8168c380198a68032bd0c579a2097aaa4b2e270%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://976594346-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mi9TAMApVKuSwtZEklF%2Fuploads%2Fgit-blob-3f3eba2ff5a57ed48278baf54afa5dc7d7b95403%2Fimage.png?alt=media" 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