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. Template Selection/ Template Generation

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. Proof of Skill

    2. Proof of Work

    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