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.
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 the Word document. However, we recommend using Text Boxes for that purpose. They are highly configurable and easy to position correctly.
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 that stores a 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_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. The license name is identical to the name of the 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 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 it 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.
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:
- Microsoft Word for Windows
- Microsoft Word for Mac. The article is about PowerPoint but the process is the same.
Giving a choice between embedding all characters and only characters used in the document, select the first one.
One example is better than hundreds of words. We prepared a couple of samples for you to use.