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      Create and Manage Certificates

      This article will help you learn how to create, customize, and manage different types of certificates within the application.

      This article provides step-by-step guidance on how to create, edit, and manage various certificates directly within the platform. This functionality helps you understand how to generate and personalize certificates efficiently, ensuring they meet organizational standards.

      To access the Certificates page, navigate to:

      Login to JobPts -> Admin Center -> Configuration & Branding -> Certificates

      Image: Certificates

      On the Create/Edit page, administrators can define the certificate details. All fields are mandatory for creating a certificate.


      Image: Edit/Create Certificate

      At the top of the window, you can select the content to be displayed on the left/right side or centrally positioned. Next, the following modifications are optional whether you want them to be displayed on the certificate. 

      • Award Name - Toggle to determine if the award reason will be visible on the certificate.
      • Points - Toggle to decide whether points with the award value will be visible on the certificate.
      • Years - Toggle to decide whether the number of years in the company will be visible on the certificate.
      • Job Title - Toggle to decide whether the job title for the sender of the award will be visible on the certificate.
      • QR Code – Toggle to decide whether the QR code should be visible in order the employee can reveal the full message.
      • Include Giver – Toggle to decide whether the recognition giver should be visible on the certificate.
      • Certificate Context - Select for which type of content will the certificate be used for. The following types are available:
        Anniversary, Birthday, Recognition, Nomination, Moments that matter.
      • Title label - For example, "Certificate of Recognition" or "Certificate".
      • Awarded with Label - Text that appears prior to the program name, customizable for client preferences (e.g., 'Recognized with,' 'Nominated with').
      • Recognized by Label - Title that appears prior to the sender of the award (e.g. "Nominated by", "Recognized from").
      • Upload Background Image - Upload the background image for the certificate.
      • Certificate Colors - At the bottom, you can customize the colors for the Title, Receiver Name, Program name and Message, Giver Name and Job Title, Recognition Date, Labels

      *Note: When admin activates another certificate of the same type, the following alert message will appear: "A certificate of the same type is currently active. Click 'Yes' to activate the new certificate and replace the current one".

      Once finished with fulfilling all necessary information proceed to click ‘Save’.

      If this article left your questions unanswered, please submit a Support Form, and we can clarify this topic.