Creating a Certificate Template

Certificate Templates are PDF documents and are created using a PDF tool such as Adobe Acrobat. This enables you to create high-quality certificates for your partners.

Similar to Co-brandable Print Media, the Certificate Template is personalized using form fields.

Once a partner completes a Certification, the Certificate Template associated with the Certification will generate the partner’s specific information. If the name of the form field on the PDF matches one of the values below, it will be populated with the appropriate details for the partner user when it is downloaded from the portal:

• CERTIFICATION_NAME
  • Pulled from the Certification Name field for the Certification
• USER_NAME
  • First and last name of the partner user
• PARTNER_NAME
  • Partner Company, taken from the partner's Unifyr Company Profile
• COMPLETED_DATE
  • The date the partner user completed the Certification

To create a certificate, follow these steps:

1. Create your Certificate design with blank areas where you can add form fields. We recommend MS Word.
2. Save the Certificate document as a PDF. If you do not have one, you can download and use the sample defaultCertificate.pdf attachment from the end of this article. The sample already has form fields in it.
3. In the PDF edit tool, navigate to the Form editing area (in Adobe Acrobat, this is Tools > Prepare a form). 
4. Choose to add a text field.
5. Click in the PDF to place the text field in the required location and adjust/format as required.

6. Enter a form field value in the text field, which will generate actual information when the certification is generated from the template - see the list above.

   For example:

   

7. Click out of the text field to confirm the addition.
8. Repeat the process for each field you want to use.
9. Save the changes to the PDF.