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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.
1.Template Selection/ Template Generation
2.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
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
 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
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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
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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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