Generate a Certificate for a Delegate

Depending on whether your Delegate was booked onto a Classroom Course, Webinar Course, eLearning Course, or Document Course open the relevant Course DataGrid If the Course was Classroom or Webinar, find the Course the Delegate attended by applying filters and/or searching the Courses DataGrid Right-click on the Course the Delegate attended, this will show you the context menu options for this Course Click on the ‘Delegates’ context menu option You will be taken to the Delegates DataGrid, which will show you the Delegates assigned to this Course only From the Delegates DataGrid, identify the Delegates that you want to download the certificate for

Select each Delegate that you want to download the certificate for by checking the checkbox on their row in your Delegates DataGrid Click the down arrow button next to the select-all checkbox, and then click the ‘Generate Documents’ option This will open the Document Generator window Click ‘Select’ on the Document Template box to select your Certificate Select the relevant Certificate from your Document Template options and click the ‘OK’ button to confirm Select whether you would like the certificates to download as in a PDF or a Microsoft Word format Select ‘Issue to Delegate’s Learner Portal' for the Generation Type option Leave the ‘Exclude Previous Recipients’ option unchecked to download the certificates for every Delegate you selected Click the ‘Generate’ button to generate and download the certificates for your selected Delegates You will see a pop-up message that the process may take some time, select 'Yes' to continue Once the process is complete and the certificates are issued to the Delegates' Learner Portal view, you will see a confirmation pop-uo

Depending on whether your Delegate was booked onto a Classroom Course, Webinar Course, eLearning Course, or Document Course open the relevant Course DataGrid If the Course was Classroom or Webinar, find the Course the Delegate attended by applying filters and/or searching the Courses DataGrid Right-click on the Course the Delegate attended, this will show you the context menu options for this Course Click on the ‘Delegates’ context menu option You will be taken to the Delegates DataGrid, which will show you the Delegates assigned to this Course only From the Delegates DataGrid, identify the Delegates that you want to download the certificate for

Select each Delegate that you want to download the certificate for by checking the checkbox on their row in your Delegates DataGrid Click the down arrow button next to the select-all checkbox, and then click the ‘Generate Documents’ option This will open the Document Generator window Click ‘Select’ on the Document Template box to select your Certificate Select the relevant Certificate from your Document Template options and click the ‘OK’ button to confirm Select whether you would like the certificates to download as in a PDF or a Microsoft Word format For the Generation Type option: Select ‘Generate & Download’ if you would like the platform to remember that these Delegates have had their certificate generated Select ‘Download Preview’ if you would like the platform to not remember that these Delegates have had their certificate generated This selection will impact whether the Delegates will be included in future downloads if the ‘Exclude Previous Recipients’ is checked, if this checkbox is checked any Delegates that the platform remembers generating certificates for in the past will not be included Leave the ‘Exclude Previous Recipients’ option unchecked to download the certificates for every Delegate you selected Click the ‘Generate’ button to generate and download the certificates for your selected Delegates You will see a pop-up message that the process may take some time, select 'Yes' to continue The certificates will now be downloaded to your computer/device for you to print and/or share.

Depending on whether your Delegate was booked onto a Classroom Course, Webinar Course, eLearning Course, or Document Course open the relevant Course DataGrid If the Course was Classroom or Webinar, find the Course the Delegate attended by applying filters and/or searching the Courses DataGrid Right-click on the Course the Delegate attended, this will show you the context menu options for this Course Click on the ‘Delegates’ context menu option You will be taken to the Delegates DataGrid, which will show you the Delegates assigned to this Course only From the Delegates DataGrid, identify the Delegates that require their certificate emailing

Select each Delegate that requires a certificate by checking the checkbox on their row in the DataGrid Click the down arrow button next to the select-all checkbox, and then click the ‘Email’ option This will open the ‘Email Details’ window where you will define your email settings Within Email Details, select ‘Template’ from the Creation Type option, this means that you will send the Delegate an email from a pre-built Email Template rather than writing an email from scratch Within Sender and Recipient, choose ‘Delegate Email Address’ from the To Address Property to send the email directly to the Delegate For the Email Template option, click ‘Select’ and select your existing Email Template that contains a link for your customers to download their Certificate, then click the 'OK' button to confirm your selection If you are do not have an Email Template with a certificate link included, please create this first Once you have completed the Email Details form, click the ‘Send’ button to send your certificate email to your Delegate(s) A confirmation pop up will appear to show the emails have sent successfully Please note, each User that you have selected to receive the certificate email must have a valid email address stored against their User to successfully receive the email