How to Create a Certificate Template

A template is a one-page DOCX file, containing special tags which Workshop Butler understands and replaces with relevant values. To create one, use Microsoft Word or a similar editor. 

Text tags

Workshop Butler knows how to populate your template with different text values like the title of a workshop, or the name of an attendee. You find the full list of supported tags below. 

You can add a tag right into the body of Word document. However, we recommend using  Text Boxes for that purpose. They are highly configurable and easy to position correctly.

Text Box

Pro Tip: we highly recommend entering tags in one go. If you make a mistake while typing a tag, erase it completely and start from the beginning. Or copy-paste it. Why is that? 

docx is a complex format which stores myriad of parameters. In some cases, it includes information about cursor movements and word editing. As a result, the tag tag_event_title got split into three parts: tag_, event, _title. Workshop Butler does not identify such splits and does not replace the tag with real value.

A common mistake is to copy tags for one trainer and then edit them. For example, you have a tag  tag_trainer_1_full_name. If you copy it and edit by replacing 1 with 2 to get tag_trainer_2_full_name, Microsoft Word adds several additional parameters like GoBack and Replace, splitting the string into several parts. Workshop Butler won't be able to identify the tag in this case. Just create a completely new text field and type tag_trainer_2_full_name in one go.

Table 1. List of supported text tags.

Tag Description
tag_attendee_full_name Full name of the attendee
tag_attendee_first_name First name of the attendee
tag_attendee_last_name Last name of the attendee
tag_event_title Title of the workshop/event
tag_event_dates Start and end dates of the workshop, without time. For example, January 10-11, 2018
tag_event_start_date Start date of the workshop, without time.
tag_event_end_date End date of the workshop, without time.
tag_event_location City and country of the workshop. For example, Berlin, Germany. If the workshop is online, then the location is online
tag_event_city City of the workshop. If the workshop is online, then the city is  online
tag_event_country Country of the workshop. If the workshop is online, then the country is online
tag_certificate_number A unique number of the certificate
tag_certificate_date Issue date of the certificate
tag_type_name Name of the event type
tag_trainer_1_full_name Full name of the first trainer
tag_trainer_1_first_name First name of the first trainer
tag_trainer_1_last_name Last name of the first trainer
... ...
tag_trainer_5_last_name Last name of the fifth trainer
tag_trainer_1_license_name Name of the license, owned by the trainer. License name is identical to the name of license type. Licensed Workshops Only
tag_trainer_1_license_start_date A date when the trainer acquired the license.  Licensed Workshops Only

You can add up to five trainers to each template.

Signatures

Signatures of trainers can also be incorporated into a template. To do that, create a stub image with name tag_trainer_[index]_signature.[ext] and add to the template. For example, an image for the signature of the first trainer may have a name tag_trainer_1_signature.png

Workshop Butler finds the stub and replaces it with a trainer's signature if the latter exists. If not, it erases the initial image during the generation of a certificate. The signature is scaled to match the width and height of the stub.

To simplify the process, we created a set of stubs for you to download and add them to your templates.

tag_trainer_1_signature.png

tag_trainer_2_signature.png

tag_trainer_3_signature.png

tag_trainer_4_signature.png

tag_trainer_5_signature.png

Custom Fonts

Fonts are an important part of any design, and certificates are not an exception. However, there is a high chance Workshop Butler knows nothing about a selected font. In this case, it needs some help from you.

If you decide to use a font which is not a default one, embed it into a template's file. Follow these guides to learn how to do that:

Giving a choice between embedding all characters and only characters used in the document, select the first one. 

Example

One example is better than hundreds of words. We prepared a couple of samples for you to use.

Horizontal Certificate

Vertical Certificate

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