In this article, you will find:
Note:the certificate of achievement is an official document 🇫🇷 which confirms learner participation in a training program. It replaces the certificate of completion since June 2020.
Edusign uses training session details, duration, learner names, first names, and followed training to allow you to generate a document for several learners at once instantly. 😱
Also discover how to download an individual attendance sheet.
✏️ Written guide ✏️
1️⃣ Properly configure your learners
Before generating a certificate of achievement, ensure that the followed training and/or company are accurately entered in the learners' profiles if you want this information to appear on the certificate. Otherwise, the space will be empty. 🤷
2️⃣ Generate the certificate of achievement
Here are the steps to generate a certificate:
Select the learners you want to generate the certificate for using the Checkbox ✅.
Click Generate documents.
Then select "Certificate of achievement" and Validate.
Fill in the required information at the next step and send! 🎯
🎉 Congratulations! 🎉
You have just generated your certificates of achievement.
3️⃣ Retrieve your documents in PDF format
After generating the certificate(s) of achievement, to retrieve them, go to the Documents tab. From there, you can download the document(s) in PDF format by selecting one or more documents at once by checking the Checkbox ✅ to the left of the concerned document(s). 😉
You can then click on the Actions button and then Download (X).
You will also find the documents sent to your learners in the Documents sub-tab of the learners' profile.
4️⃣ Edit your certificate of achievement template.
From the Documents tab:
Click on Send a document at the top right of the menu.
Then click Show more in the My document templates section.
Search for the Certificate of achievement template.
Click on the three little dots at the top right of the visual.
Choose Edit.
Then you can add text/check box variables, replace variables with fixed text (e.g. replace the administrator's name variable with the organization's director's name), tables, modify document structure, font size, modify the default signature of the achievement certificate (by adding a stamp & signature image, for example)..., etc. etc.
Note: elements added via the right menu will appear as variables in your document template. They will be automatically or manually completed at the document generation time. Only text changes in the model's body will remain fixed to allow you to add information that you do not wish to enter with each document generation or which are not planned by the variables.
5️⃣ Manage special cases
Several trainings in parallel or incorrect hours
By default, the certificate of achievement counts all the hours from signed and archived attendance sheets for a learner, regardless of the training.
Exceptional situations:
A learner is attending multiple training sessions at once
Duplicate attendance sheets have been signed mistakenly
Hours need to be manually adjusted to reflect specific training
💡 Solution: Customize the certificate with a manual field
You can work around this limitation by adding a custom field to your achievement certificate template. This field will allow you to manually enter the exact number of hours for each training.
Steps:
Edit your certificate template (see section 4️⃣)
Add a custom field of type "Custom Variable"
Name it, for example: "Training Hours" or "Effective Duration"
Place this field in your document where the hours usually appear
During certificate generation, you can manually enter the exact hours
This field will replace the automatic calculation
Benefits:
✅ Total control over displayed hours
✅ Allows managing multiple trainings in parallel
✅ Useful in case of errors or scheduling changes
✅ The calculation remains your responsibility, you adapt according to your needs
Adding a custom variable
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