Sunbird RC
v0.0.14
v0.0.14
  • Learn
    • Introduction
    • Verifiable Credentials
      • What issues will Verifiable Credentials address?
      • What are the key roles in Verifiable Credentials?
      • What are the components of Verifiable Credentials?
      • What are the benefits of Verifiable Credentials?
      • Digital Credentials vs Verifiable Credentials
      • QR code vs Verifiable QR code
      • Use Cases
    • Electronic Registries
      • Evolution of Electronic Registries
      • What issues will Electronic Registries address?
      • Benefits of Electronic Registries
      • Registry vs Database
      • Design Principles
      • Use Cases
    • Sunbird RC Overview
      • Features
      • Core Registry Verbs
      • Why do we need Sunbird RC?
      • What Sunbird RC is and what it's not? (WIP)
      • Core Capabilities
      • Technical Specification Draft
      • Workflows
      • High level architecture
    • Sunbird RC in action
      • Implementations (Work in Progress)
      • Possibilities
  • Use
    • Technical Requirements
    • Releases
    • Setup the Backend
    • Setup the Frontend
    • Leveraging Existing data stores
    • SSO with existing systems
      • Digilocker Meripehchaan SSO
  • Developer Documentation
    • Installation Guide
      • Registry CLI
        • Setup A Registry Instance
      • Manual installation through docker-compose
      • Production setup through Helm
    • Introduction To Schemas
    • Creating Your Own Schemas
    • Schema Configuration
    • Using The APIs
    • Create Schemas With Custom Password
    • Admin Portal
      • Login
      • Get Started
        • Create Schema
        • Attestation Workflows (WIP)
        • VC Template
          • Custom VC Template (WIP)
        • Ownership (WIP)
        • Publish (WIP)
      • Dashboard
    • Configuration
    • Developer Setup
    • VC Verification Module
    • Audit Configuration
    • Custom Keycloak Build
    • Metrics
    • Digilocker Integration
    • Custom QR Code design
    • Notifications Configuration
    • View Templates Configuration
    • Generic Identity And Access Management
    • Backup and Restore
      • PostgreSQL
        • SQL Dump
        • File System Level Backup
        • Continuous Archiving and Point-in-Time Recovery (PITR)
      • Cassandra
        • Snapshot-based backup method
        • Incremental backup method
        • Data Restore
    • Frontend Configurations
    • Frontend - Proxy configuration
  • API Reference
    • Registry
      • Create An Entity
      • Invite An Entity
      • Generate token
      • Generate admin token
      • Get An Entity
      • Get An Entity By Id
      • Update An Entity
      • Create A Property Of An Entity
      • Update A Property Of An Entity
      • Revoke a Credential
      • Delete An Entity
    • Schema
      • Create Schema
      • Get Schema
      • Update Schema
      • Delete Schema
      • Publish A Schema
    • Attestation API
      • Raise An Attestation
      • Get Attestation Certificate
    • Claims API
      • Get All Claims
      • Get Claim by ID
      • Attest A Claim
    • Discovery API
      • Search An Entity
    • File Storage API
      • Upload A File
      • Get Uploaded File
      • Delete A File/ Multiple Files
    • Bulk Issuance API
      • Get Sample Template
      • Upload CSV
      • Get all uploaded Files
      • Download a Report File
    • Metrics APIs
      • Get Count
      • Get Aggregates
    • Other APIs
      • Sign API
      • Verify API
      • Swagger JSON API
      • Health API
  • Reference Solutions
    • Education
      • Education Ecosystem
        • Installation
      • Education Registries
        • Installation
    • Certificate Issuance
      • Installation(WIP)
      • User Guide
    • eLocker
      • High Level Diagram
      • Installation (WIP)
        • Frontend Setup E-locker
      • User Guide
    • Health Registries
      • Organ Registries
        • Frontend Setup
        • Backend Setup
        • User Guide
    • Vaccination Platform
    • Skills & Work Credentials
    • Govt to Person (G2P)
    • Unified Learners Passport (ULP)
      • ULP Capabilities
      • Example Scenario
      • Technical Components (WIP)
      • Demo/Sandbox Links (WIP)
      • Installation Guide (WIP)
        • Frontend Setup
        • Installation through docker-compose
        • Dummy records setup for refrence
  • Links
    • Source Code
    • Releases & Changelogs
    • Website
    • Roadmap
    • Reference links
    • Design
  • Community
    • Discussion Forum
    • Contributing
    • Contributors
    • Contribution Guidebook
    • Code of Conduct
    • Community Events
    • Status By Track
  • HELP
    • Roadmap
    • FAQs
    • Glossary
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Copyright (c) 2023 EkStep Foundation under MIT License

On this page
  • Registration
  • Template Selection & Generation
  • General Template
  • My Template
  • Certificate Issuance
  • Single Issuance
  • Bulk Issuance (WIP)
  1. Reference Solutions
  2. Certificate Issuance

User Guide

PreviousInstallation(WIP)NexteLocker

Last updated 1 year ago

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