Bulk Issuance of Certificates

Issuing certificates to a large number of recipients is straightforward and efficient with our app. Follow these steps to complete the process:

Step 1: Log In to Your Account

Begin by logging into your account. Once logged in, you’ll land on the dashboard where all your options are accessible.

Step 2: Go to the Recipients Section

Navigate to the Recipients section from the menu. This is where you can create and manage recipient groups for bulk issuance. Main menu Navigation

Step 3: Create a Group

  1. Click the Create Group button.

Create Group

  1. Enter a name for your group (e.g., "Graduation Batch 2024" or "Employee Recognition").

Group Details

  1. Save the group.

This group helps you organize and manage recipients efficiently.

Step 4: Select a Template

Choose a template from the Published Templates. You can:

  • Preview available templates.
  • Select one that suits your purpose.

You can further customize the template in the next step.

Step 5: Customize the Template with Field Mapping

Dynamic fields (like [Name], [Date], etc.) allow you to map data from your CSV to the certificate. Customize the template to include placeholders for your data fields:

  • Use brackets [] to define fields (e.g., [Name], [Course Name], [Award Date]).
  • Ensure these fields match the column headers in your CSV file.

Step 6: Download the Sample CSV

Click on the Download Sample CSV button to get a pre-formatted file. This file includes all placeholders needed for mapping data to the certificate.

Step 7: Populate the CSV with Recipient Data

  1. Open the downloaded CSV file.
  2. Enter the data for each recipient:
    • Ensure all fields match the placeholders in the template.
    • Avoid leaving required fields blank.

Save the file when done.

Step 8: Upload the CSV File

  1. Click the Upload CSV button in the app.
  2. Select your updated CSV file.

Note: The upload process might take several minutes for large datasets. A progress bar will show the status of your upload.

Step 9: Review and Confirm

After uploading the CSV:

  1. Review the mapped fields to verify accuracy.
  2. If everything looks good, confirm to start generating certificates.

Step 10: Download or Share Certificates

Once certificates are generated, you have multiple options:

  • Download Certificates: Export them in PDF or PNG format for printing or distribution.
  • Share Online: Instantly share certificates via email or social media platforms.

Tips for a Smooth Bulk Issuance

  • Double-check the CSV for typos or missing data before uploading.
  • Use clear and descriptive group names for better organization.
  • Ensure placeholders in the template exactly match column names in your CSV.

For any issues or questions, feel free to reach out to our support team. We’re here to help!