ClearCompany Learning: Certificate Templates

ClearCompany Learning lets you create custom certificates for Learning Objects to support learner motivation and compliance tracking. You can tailor certificates for different courses, programs, and requirements to recognize completion and achievement.

This article explains how to access Certificate Templates, create a template, and assign certificates to specific Learning Objects.

In this article:

Certificate Templates Overview
Navigating to Certificate Templates
Create Certificate Templates
Editing Certificate Templates
Assign a Certificate to an Object
Frequently Asked Questions
Additional Resources

Certificate Templates Overview

The Certificate Templates page provide a central location to create and manage certificates. You can reuse templates across multiple Learning Objects and Certification Plans.

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Navigating to Certificate Templates

Follow these steps to access Certificate Templates:

1. Click Administration.
2. Click Settings, then Certificate Templates.
3. In the Certificate Templates Dashboard, you can see any previously made/uploaded certificates.

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Create Certificate Templates

The first step in creating a certificate template is defining template details.

Use these steps to create a template:

1. Click +Create Template in the upper right corner. 
   
2. Complete the required fields. 
   
   • Name
   • Owner Group
   • Certificate Type (Object or Certification Plan)
   • Pages (maximum of 25)
   • External URL (optional)
3. Click Save.
4. Click Go to Editor. 
   

Editing Certificate Templates

Note

To edit your new or pre-existing certificate layouts, see ClearCompany Learning: Using the Certificate Builder. This article will walk you through background image requirements, and formatting options.

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Assign a Certificate to an Object

Guide

1. From the admin dashboard navigate to Learning Objects > Manage objects.
   
2. Select the object you want to add the certificate to and click the pencil icon to edit the object.
3. On the General tab, click Edit.
4. Scroll down to the Certificate template drop-down menu.
   
5. Select the certificate template. Scroll to the top and click Save.
6. The course will be updated with the chosen certificate listed.
   

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Frequently Asked Questions

Who can create or edit certificate templates?

Only users with access to the Certificate Templates settings can create or edit templates. Editing access is controlled by the Owner Group selected on the template.

Can I reuse the same certificate template for multiple objects?

Yes. You can assign a single certificate template to multiple Learning Objects or Certification Plans.

What happens if I edit a certificate template after it is assigned?

Changes to a certificate template apply to future certificate generations. Previously generated certificates are not updated.

Do I have to use the Certificate Builder?

No. If you upload a background image and do not need custom layout or formatting, you can skip editing in the Certificate Builder.

Where do learners see their certificates?

Learners can access certificates after completing an assigned Learning Object or Certification Plan, based on how certificates are configured in your environment.

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Additional Resources

ClearCompany Learning: Using the Certificate Builder
ClearCompany Learning: Themes