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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.

- 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

- 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

- 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

- 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

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.
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
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
Last modified 7mo ago