How to Add Certificate Template

1

Open Account Settings -> Certificate Templates and click Add Template

2

For certification body

Select an event type. You can use different templates for different types. We recommend adding a template for All types as it is used as default one. 

Workshop Butler tries to find a template for a specific type and then searches through templates for All types. For example, you have two templates - the first one is for All Types and the second one is for a 1-day Workshop type. When a certificate for an attendee of 1-day Workshop is required, Workshop Butler checks the second template if it fits other parameters as well (number of trainers, language). If not, then it looks at the first template for All types.

For training company

Select a category. You can use different templates for different categories. However, you can only add generate templates for categories that you created. If the category belongs to a certification body or a trainer, you cannot produce certificates for them.

3

For certification body only

Select a language. You can use different templates for different languages. We recommend adding a template for All languages as it is used as default one. 

To detect what template to use, Workshop Butler uses the first spoken language of a workshop. For example, there is a workshop with two languages: Dutch and English. Workshop Butler tries to find a template for the Dutch language first, then for All languages. If it finds neither of them, it does not produce a certificate.

4

Upload a certificate template. Follow this guide to learn how to create a proper certificate template.

5

Select a date format. The date format defines how event dates and certificate issue date are formatted.

6

When you add a certificate template, Workshop Butler detects for how many trainers this template is, and uses this number to select the best template. You can upload several templates for one language if they differ in a number of trainers. During the generation of a certificate, Workshop Butler selects the one suits best. 

There is no need to upload templates for all possible number of trainers. The platform tries to find the best template, starting the number of trainers in a workshop and then decreasing this number one by one. 

Example 1: you uploaded two templates - for one and two trainers. If a workshop has two and more trainers, then the platform uses a template for two trainers. If a workshop has one trainer, then the platform uses a template for one trainer. 

Example 2: you uploaded one template for two trainers. If a workshop has two and more trainers, then the platform uses a template for two trainers. If a workshop has one trainer, then the platform DOES NOT produce a certificate.

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