The Certificate Text feature allows users to create custom certificate templates for printing via InSight. These templates can merge Client and Course data to generate completion, award, participation, honor, or other types of certificates.
Navigation
Main Menu → Selects → A-D → Certificate Text
Applies To: Enterprise | Plus | Basic
Field Details
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Certificate Name:
- Serves as the identifier for the Certificate Text template.
- Appears as the header/title on the printed certificate.
- Must be unique—cannot be duplicated in another record.
- Required field.
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Line Text:
- User-defined text fields for customizing certificate content.
- Supports up to 3 lines of text, each appearing in a specific sequential location on the printed certificate.
- Not all three lines are required.
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Report Options:
- Options available in the report screen determine how Client and Course data merge with the Certificate Text fields.
Example Certificate Template
- Certificate Name: Certificate of Completion
- Line 1 Text: This is to certify that
- Line 2 Text: has successfully completed the course
- Line 3 Text: and an internship using their new skills
Conclusion
The Certificate Text feature provides flexibility in creating custom certificates by merging client and course details. Users can design personalized certificates to fit various needs, such as awards, participation, or achievements. For further assistance, refer to related articles or contact support.