Templates - Overview

IntelliCart Templates allow you to create templates for certificates that will be lately awarded by users.

Before you get started... 

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HOW TO CREATE TEMPLATE FOR CERTIFICATE

Step 1: Create an IntelliCart Template

  • Choose IntelliCart and click on Certifications tab. 
  • In the top right corner of the tab, click on Certificates button.
  • From Certificates click on Templates button in the top right corner.
  • From Templates click on Create New button in the top right corner.

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Step 2: Name Your Template

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1) Name - Name your template as you wish.

NOTE: This field is required.

2) Save Save your changes.

Step 3: Build Your Template

  • From Templates click on newly created Template Name
  • Create own template by adding new elements and customizing them (find a functionality overview lower)

NOTE: All the settings are saved automatically, so there's no Save button.

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1) Add Page - Add new page to the template if needed. Enter page width and height (required) and margins during adding to define the page size.

2) Page Number - Click on the page number to collapse/expand the overview of that.

3) Page Overview - The overview of the page on your template. When you add elements, they will be shown on this area. From here you're able to drag-and-drop them. Simple clicking on the element here will show an editing window for this.
NOTE: A "+" icon won't be shown on the actual certificate.

4) Edit Page - Click on the gear button for the page to edit its' settings.

5) Add Element - Select the element type that you will to add to the template.

  • Border - A border of the certificate. The width and font color could be selected for this.
  • Code - A certificate code that user receives within a certification. The user's code will be put here instead of default one on the template. The font, it's size and color, as well as an alignment could be selected for the code. If you click on Show more button, you can also enter the element width that will define whether the text be wrapped (for several lines) or not (will leave in one line).
  • Date - An issued and/or expiry date of the certificate - you select the type under Date item setting! The user's issued/expiry date will be put here instead of default one on the template. The date format, font, it's size and color, as well as an alignment could be selected, too. If you click on Show more button, you can also enter the element width that will define whether the text be wrapped (for several lines) or not (will leave in one line).
  • Text - Any text you want to be shown on the certificate. Put any text to the corresponding setting. The text font, it's size and color, as well as an alignment could be selected, too. If you click on Show more button, you can also enter the element width that will define whether the text be wrapped (for several lines) or not (will leave in one line).
  • Image - Any image you want to add to the certificate. Upload the image and choose whether you want this picture to become a background or not (the checkbox under the uploading). The image width and height could be selected, too. If you click on Show more button, you can also enter the element Pos X and Y that will define the image's place on the certificate (without need to manually drag-and-drop that).
  • Userfield - Any user profile field you select. The profile field font, it's size and color, as well as an alignment could be selected, too. If you click on Show more button, you can also enter the element width that will define whether the text be wrapped (for several lines) or not (will leave in one line).
  • Userpicture - User profile picture. The image width and height could be selected, too. If you click on Show more button, you can also enter the element Pos X and Y that will define the image's place on the certificate (without need to manually drag-and-drop that).
  • Certification Data - A certification name and/or completed courses - you select the type under Field options setting! The certification name user issued or courses user completed for certification issuing will be put here instead of default one on the template. The text font, it's size and color, as well as an alignment could be selected, too. If you click on Show more button, you can also enter the element width that will define whether the text be wrapped (for several lines) or not (will leave in one line).

6) Elements - Element names that have already been added to the template.

7) Edit Element - Click on the gear button for the element to edit its' settings.

8) Delete Element - Delete element from the template if needed.

TEMPLATE FEATURES - OVERVIEW

When you are done creating, you'll see all templates in the next view.

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1) Status filter - Filter templates by their status (active/inactive).

2) Search - Search templates by their names.

3) Name - Template name as entered. Clicking the actual name will bring to the template editing page.

4) Created - The date when template was created.

5) Status - The current status of the template.

6) Edit - Edit your template.

7) Delete - Delete your template.

8) Status - Choose whether the template is visible or hidden.

 

For additional assistance, please email helpdesk@intelliboard.net

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