How to generate and regenerate a certificate

This article is for trainers, working with a training company or a certification brand.

In some cases, you want to generate a certificate manually, without waiting for an evaluation from an attendee. And sometimes there is a need to regenerate a certificate and send it one more time.

Workshop Butler provides both options. 

Important note: You can generate a certificate only for those attendees who have the Participated status.

First, click on the Events menu at the top of the screen, find the event you need, and click on it to see the details.

From here, you have three ways to generate and regenerate a certificate.

From the list of attendees

1

Click on the View on the Attendees tile. Under Certificate, you will see those who have received a certificate already (they will have a number assigned to them) and those who haven't (they will have the Generate button):

2

To generate a certificate for the first time, simply click on  Generate near an attendee you want to send a certificate to. And to regenerate a certificate, hover over the number of a generated certificate. You will see the button with a round arrow that will send a certificate one more time:

From the attendee's page

1

Click on the View on the Attendees tile, then on the arrow to the right of an attendee's name to open their page. Alternatively, you can open an attendee's page by opening the Attendees menu at the top of the screen and finding the attendee you need. 

There you will see their personal information and participation history.

2

In the participation history, find the event you need and click Manage. Depending on the situation, there can be either the Generate Certificate or Regenerate Certificate button:

From the evaluation page

1

Click on the View on the Evaluations tile, then on the arrow to the right of an attendee's name to open their evaluation page.

2

If you have not approved the attendee's evaluation yet, there will be the Generate Certificate button. And if you have approved it, you will see the Regenerate option:

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