You can change the internal name of a certificate, turn it on and off, change the description, and upload a new PDF file if needed.

Clicking on the Test button will trigger the generation and download of the PDF certificate with all the available fields and headers filled in by field-name.

To make a new certificate (or version) available for use, you need to add it to the system.

Click on the + button above the list of Certificates, and fill out the form. Set Enabled to True to make it available as soon as possible.

Use the file upload field in the Upload Template section to choose the template file for this certificate.

Template PDF files can be created in any program able to generate PDF files with form fields.

You can design the template in any way you see fit, but for it to work best we recommend the following.

Specialty fields can be named however you like. To use them the company must include a Custom Field with the same internal name as the field name of the PDF.

An example is the Reference # used on the newest certificate. The internal name is reference_number. It is special due to its placement in the top right corner.

For Custom Fields which should be available as a list (common format) you should follow this format for the PDF field names.

dropin1_title
dropin1_value

Simply repeat that for as many Custom Fields as you need to support on your PDF template.

To include the Anti-fraud hash identifier, you simply include a field with the name certificate_hash. No setup is needed beyond adding it to the PDF template