Comment on page

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. 1.
    Template Selection/ Template Generation
  2. 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. 1.
        Proof of Skill
      2. 2.
        Proof of Work
      3. 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
  • 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