Generate a certificate for a Delegate

Owned by Jenna Buttershaw
Last updated: 19 Mar, 2024 by Hannah Letch
8 min read

Ways to generate a certificate for a Delegate

 

If a Delegate has lost one of their certificates, or they would like an additional copy sending over to them, learn how to generate a certificate for a Delegate.

While certificates can be emailed out from your accessplanit platform automatically when your Delegates are marked as ‘Completed' on their Courses, there may still be times where you need to generate certificates for them. Whether this is to publish the certificate to their Learner Portal for them to view and download, or whether this is to replace a lost certificate, it is quick and easy to manually generate certificates.

Document Generator

Follow this page to learn the different ways that you can generate certificates for Delegates manually!

Option 1: Publish a certificate to a Delegate’s Learner Portal

This step will run through how to publish a certificate for one or more Delegates into their Learner Portal

To publish a certificate to a Delegate’s Learner Portal, you will follow these steps:

  1. Identify the Delegate(s) within the Course

  2. Generate the certificate into the Learner Portal

Identify the Delegate(s) that require a certificate

  1. Depending on whether your Delegate was booked onto a Classroom Course, Webinar Course, eLearning Course, or Document Course open the relevant Course DataGrid

    Courses tab

     

  2. If the Course was Classroom or Webinar, find the Course the Delegate attended by applying filters and/or searching the Courses DataGrid

     

  3. Right-click on the Course the Delegate attended, this will show you the context menu options for this Course

     

  4. Click on the ‘Delegates’ context menu option

     

  5. You will be taken to the Delegates DataGrid, which will show you the Delegates assigned to this Course only

  6. From the Delegates DataGrid, identify the Delegates that you want to download the certificate for

Generate the certificate into the Learner Portal

  1. Select each Delegate that you want to download the certificate for by checking the checkbox on their row in your Delegates DataGrid

     

  2. Click the down arrow button next to the select-all checkbox, and then click the ‘Generate Documents’ option

     

  3. This will open the Document Generator window

  4. Click ‘Select’ on the Document Template box to select your Certificate

     

  5. Select the relevant Certificate from your Document Template options and click the ‘OK’ button to confirm

     

  6. Select whether you would like the certificates to download as in a PDF or a Microsoft Word format

     

  7. Select ‘Issue to Delegate’s Learner Portal' for the Generation Type option

     

  8. Leave the ‘Exclude Previous Recipients’ option unchecked to download the certificates for every Delegate you selected

  9. Click the ‘Generate’ button to generate and download the certificates for your selected Delegates

     

  10. You will see a pop-up message that the process may take some time, select 'Yes' to continue

     

  11. Once the process is complete and the certificates are issued to the Delegates' Learner Portal view, you will see a confirmation pop-uo

Option 2: Download a Delegate’s certificate

This step will run through how to download a certificate for one or more Delegates

To download a Delegate’s certificate, you will follow these steps:

  1. Identify the Delegate/s within the Course

  2. Download the certificate into your browser

Identify the Delegate(s) that require a certificate

  1. Depending on whether your Delegate was booked onto a Classroom Course, Webinar Course, eLearning Course, or Document Course open the relevant Course DataGrid

     

  2. If the Course was Classroom or Webinar, find the Course the Delegate attended by applying filters and/or searching the Courses DataGrid

     

  3. Right-click on the Course the Delegate attended, this will show you the context menu options for this Course

     

  4. Click on the ‘Delegates’ context menu option

     

  5. You will be taken to the Delegates DataGrid, which will show you the Delegates assigned to this Course only

  6. From the Delegates DataGrid, identify the Delegates that you want to download the certificate for

Download the certificate

  1. Select each Delegate that you want to download the certificate for by checking the checkbox on their row in your Delegates DataGrid

     

  2. Click the down arrow button next to the select-all checkbox, and then click the ‘Generate Documents’ option

     

  3. This will open the Document Generator window

  4. Click ‘Select’ on the Document Template box to select your Certificate

     

  5. Select the relevant Certificate from your Document Template options and click the ‘OK’ button to confirm

     

  6. Select whether you would like the certificates to download as in a PDF or a Microsoft Word format

     

  7. For the Generation Type option:

    1. Select ‘Generate & Download’ if you would like the platform to remember that these Delegates have had their certificate generated

    2. 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

       

  8. Leave the ‘Exclude Previous Recipients’ option unchecked to download the certificates for every Delegate you selected

  9. Click the ‘Generate’ button to generate and download the certificates for your selected Delegates

     

  10. You will see a pop-up message that the process may take some time, select 'Yes' to continue

     

  11. The certificates will now be downloaded to your computer/device for you to print and/or share.

 

Option 3: Email a certificate to a Delegate manually

To email a certificate to a Delegate manually, you will follow these steps:

  1. Identify the Delegate(s) within the Course

  2. Email the certificate to the Delegate(s)

Identify the Delegate(s) that require a certificate

  1. Depending on whether your Delegate was booked onto a Classroom Course, Webinar Course, eLearning Course, or Document Course open the relevant Course DataGrid

     

  2. If the Course was Classroom or Webinar, find the Course the Delegate attended by applying filters and/or searching the Courses DataGrid

     

  3. Right-click on the Course the Delegate attended, this will show you the context menu options for this Course

     

  4. Click on the ‘Delegates’ context menu option

     

  5. You will be taken to the Delegates DataGrid, which will show you the Delegates assigned to this Course only

  6. From the Delegates DataGrid, identify the Delegates that require their certificate emailing

Email the certificate to the Delegate(s)