This article provides a comprehensive guide to setting up and configuring the PDF Certificate functionality for partners within the Training & Certification module. For more information on how the Training & Certification module works, be sure to explore the related articles linked below.
- What is the Training and Certification Module and how does it work?
- How do I create Training Courses, Lessons, and Quizzes?
- How do I create User and Organization Certifications?
- How do I track completed Courses and Certifications in the Training and Certification Module?
How Does It Work?
With the PDF Certificates functionality enabled, Channeltivity automatically generates a PDF Certificate when a User completes a Certification. The PDF Certificate can be downloaded within the application once the User completes a Certification and also available by clicking the link in the Certification Completion confirmation email.
Additionally, the functionality can be configured to allow Users to share their achievements on their LinkedIn timeline or profile (see the "Enabling LinkedIn Sharing for PDF Certificates" section below for more details).
Enabling & Configuring PDF Certificates:
To enable and set up PDF Certificates, follow these steps:
- Go to Settings > Training & Certification > Training & Certification Module Settings.
- Scroll to the PDF Certificates section to enable the functionality.
- Click the “Choose Template” button to browse through pre-configured Certificate Templates.
To customize a pre-configured Template, select the desired Template and click the "Duplicate" button at the bottom of the screen to create a copy for editing. Alternatively, you can upload your own PDF Template design by selecting the “New Template” button.
- Customize the Template using Text and Image Content Areas. You can add Content Areas to the Template by clicking the “New” button in the right-side panel and selecting one of the following options:
- Text: Insert text with various styles and formatting options. Use Placeholders to automatically populate the PDF Certificate with User and Organization Profile information, or details on the completed Certification.
- Pre-configured Templates already include Text Content Areas with Placeholders that can be copied and modified as needed.
- Image: Add an image to the Template, such as your company’s logo. (Allowed file extension: GIF, PNG, JPG, JPEG, JFIF)
- Text: Insert text with various styles and formatting options. Use Placeholders to automatically populate the PDF Certificate with User and Organization Profile information, or details on the completed Certification.
6. After finalizing your changes, click “Save” to save your Template.
Enabling LinkedIn Sharing for PDF Certificates:
With the PDF Certificates functionality enabled, you can allow Users to share their Certificates to their LinkedIn profile and/or timeline. 
You can enable this feature by going to Settings > Training & Certification > Training & Certification Module Settings. You’ll then scroll down to the “PDF Certificates” section to enable one or both of the following LinkedIn sharing options:
- Allow sharing to LinkedIn Timeline: Sharing the Certification to the timeline creates a LinkedIn post that links to a public version of the Certification.
- Allow Adding to LinkedIn Profile (requires LinkedIn Organization ID): Adding the Certification to your profile uses LinkedIn's licenses & certifications functionality to create a verifiable record of completing the training. On your profile, visitors will be able to see the Certification and click to the public version to verify the credential's validity. Related: How do I find my LinkedIn Organization ID?
Frequently Asked Questions (FAQs):
Can Certificates be generated for Organization Certification Completions?
No, the PDF Certificates functionality is only available for User Certification Completions.
Can I create different Certificates for different User Certifications?
No, the Template you select applies to all User Certification Completions.
How can I view a User’s Certificate?
Navigate to Training & Certification > Certification Completions, and click the “Actions” button next to the User’s name, then select “View PDF Certificate.”
How do I edit a Certificate Template?
Go to Settings > Training & Certification > Training & Certification Module Settings. In the PDF Certificates section, click the ellipsis icon (three dots) located in the bottom right corner of the selected Template > Edit. To replace, create a new template, or delete an existing template, click "Manage Templates."
To replace, create or delete an existing Template, click "Manage Templates." From there, you can upload a new Template to replace the current one or select a new pre-configured Template for the replacement.
You can also delete Templates by clicking on the Template you wish to delete > Actions > Delete.
Related Documentation:
- What is the Training and Certification Module and how does it work?
- How do I create Training Courses, Lessons, and Quizzes?
- How do I create User and Organization Certifications?
- How do I track completed Courses and Certifications in the Training and Certification Module?