Issuing Certificates

This article covers issuing certificates manually: to selected learners, in bulk via CSV, and from within a batch. Automated templates issue on their own (see the automation article).

Issue from a template

1. Go to Learning → Certificates, open a template's View Details, and click Issue Certificate (or use Issue Certificate from the template).

2. The Issue Certificate screen opens with two tabs: Select Learners and Import from file.

   

Select Learners

1. Fill in the common details:
   • Course / Project Name (required): the course or project the certificate is for.
   • Issued Date (required): defaults to today.
   • Start date and End date (optional): the period the certificate covers.
2. Fill any custom fields on the template (hidden for automated templates). Mandatory ones must be completed; some accept a file.
3. Click Select Learners to open the picker.
4. Click Issue Certificate.

The learner picker

In the Select Learners drawer:

• Filter by Course and Filter by Batch to narrow the list (archived courses are marked).
• Search for a learner.
• Choose Select all learners or Select Learners Manually (then tick learners in the table).
• The drawer shows how many learners are selected.

Import from file (bulk)

For large or personalized batches, use the Import from file tab:

1. Download the Sample File to get the correct format.
2. Fill it in following the guidelines:
   • Text fields: up to 64 characters.
   • Custom fields: prefix the column name with #custom_ (for example, #custom_Rank).
   • Field names are case-sensitive.
   • Images cannot be added via the CSV; use the +Add Image Field option to attach images.
3. Upload your file (CSV, up to 1MB).
4. Click Issue Certificate.

Issue from within a batch

You can also issue from a batch:

1. Open the batch and select the learners you want.

   

2. Choose Issue Certificate.

3. In the drawer, pick the certificate template (Course/Project Name and dates are prefilled from the batch), complete any custom fields, and issue.

After issuing

You will see "Certificate(s) issued successfully" and land on the issued-certificates list, where you can publish, download, and manage them (next article).

What's next

Continue to Managing Issued Certificates.