Create or edit a certificate template

Part A — Create or edit a certificate template (look and wording) Templates define how issued certificates look and what text they use. Company managers create them in the Company area. Sign in with an account that can manage the company (owner/admin with certificate permissions). Open the Company workspace: go to /company and select the correct company if you have more than one. Open the Certificates tab (labelled Certificates in the company console). In Certificate template editor: If you already have templates, pick one from the dropdown to edit it. To start a new template from scratch, use New copy (it clears the template id so the next save creates a new record), adjust the name, then save. Fill in the fields: Template name Logo URL (must be a valid URL if you use one; leave empty if none) Accent color / Background color Headline, Body, Footer Optional: Expiry months, Retake warning days, Retake minutes Optional: Make this the company default (recommended so new issuances pick it up) Optional: Auto-schedule retakes before expiry Use placeholders in body/footer/headline as needed. The UI documents these, for example: {{learner.name}}, {{course.title}}, {{company.name}}, {{expiry.date}}, {{verification.url}} (The API also supports placeholders such as issued.date, certificate.number in the stored template metadata.) Click Save template. Saving with an existing template id updates it; saving without an id (after New copy) creates a new template. You should see a live preview next to the form while you edit. Part B — How a real certificate gets created for a learner Issued certificates are not hand-drawn in the template editor each time. The system mints them when rules are satisfied (for example after assessment submission or progress completion, depending on your course/curriculum setup). Typical learner flow: Enrol and complete the required course work / final exam (or complete a curriculum path if your programme uses curricula with certificates). When the backend issues a certificate, it uses the company’s default active template when available; otherwise it can fall back to a platform default template. The learner can open /certificates to see their certificates and use Download PDF where available. Public verification: anyone with the link can open /cert/ (verification URLs can also appear in the template footer via {{verification.url}}). Part C — Curriculum programmes (if you use learning paths) If certificates are tied to a curriculum (learning path), ensure that curriculum has a valid certificate template selected in the curriculum builder. The company console surfaces errors when a template is missing for a programme. Quick reference — URLs Goal Where Manage templates + list company-issued certs /company → Certificates tab Learner’s own certificates /certificates Verify one certificate /cert/ PDF for a certificate id /api/lms/certificates//pdf (as linked from the UI)