Table of Contents
To Create a New Template: #
- On the “Certificates | Letters” page, click the “Manage Templates” button, then click the “Create New Template” button.
- Choose the layout of the template.
- Choose the type of certificate.
- Write a title for your certificate.
- Select the placeholders that you want to include in your certificate.
- Use the editor to write a structure for your certificate in two languages.
- Write a short description for your certificate.
- Select the users who can issue this certificate. (You may choose more than one option)
- Select the users who can receive this certificate. (You may choose more than one option)
- Select the signature that you want to appear in this certificate.
- Check the “Hide title in the certificate” checkbox to hide the title of the certificate.
- Check the “Manager can use this template” checkbox to let the Manager be able to use this template.
- Check the “Adviser can use this template for absences letters” checkbox to let the Adviser be able to use this template in the absence letter.
- Check the “Admission Officer can use this template” checkbox to let the Admission Officer be able to use this template.
- Check the “Accountant can use this template” checkbox to let the Accountant be able to use this template.
- Check the “Issue the certificate to the user without requiring the signature of the manager” checkbox to issue the certificate without including the Manager’s signature.
- Check the “Notify users by email” checkbox if you want to notify the users by email when you send them the certificate.
- Click the “Add” button to submit the template.
