How to create and edit Certificate templates in TRAK

This article explains, step by step, how to create and edit Certificate templates in TRAK.

Please note: The creation and editing Certificate templates are exclusive to Certificate Administrators. If you wish to obtain this permission, kindly communicate with your User Administrator. 

What's covered

Creating a Certificate template

Editing a Certificate template

 

Creating a Certificate template

In the "Search Learning" section, select the "Create and Edit Certificates" option. This action will take you to the Certificates and Templates page.

Screenshot 2023-10-23 at 9.27.22 am

Select "Create a new template". The next page will take you through step by step the fields that are required.

Screenshot 2023-10-23 at 9.58.06 amFill in the fields:

  • Template name
  • Select a font colour - the options are either to use the colour picker, enter RGB, HSL or HEX values. To cycle through the options, select the "↕" on the right hand side of the values. The chosen colour will be used for the Learner's name and the title of the Certificate which is editable on the Certificate page.
    Screenshot 2023-10-23 at 10.02.30 amScreenshot 2023-10-23 at 10.33.23 am
  • Upload the background image (Dimensions should be 595px x 842px and have at least 30px -50px margin)

Click "Create template".

 

Editing a Certificate template

Navigate to the Search Certificates and Templates page and make sure you are viewing the "Templates" tab.

Screenshot 2023-10-23 at 10.17.16 amIf in the List view, click anywhere on the template to view. If you are in the Grid view, click on "View details" to view the template.Screenshot 2023-10-23 at 10.19.47 amTo edit, click the "Edit" button.

You can update the:

  • Name of the template
  • Font colour
  • Template background