How To: Customisable CPD Certificates

Option 1: edit pre-exisiting template

In the top left hand corner, click the "Open" and select our template files here (portrait and landscape needed)
- link to follow
you will then be greeted with a few options where the data pulls in from the platform (these are the blue boxes)
if you click on one of these boxes, then on the right hand side in "association" and then "ID" field, is where you put in your data
If you want to add a new data area. Click the text box menu on the left (screenshot) and drag out a text area.
Any data areas you do not wish to use, you can select them with the hand tool on the left and press delete
You can change various elements of the font and text formatting options via the menus on the right side (screenshot)
Once happy with your design, click the arrow next to save and click save as and save this file to your computer.
Upload this to the platform (directions needed)

please ensure that all of the text in the body of the letter is pulled in from the platform and not built into the image as the quality will be lost.

Available Data Fields:

Field Name	Platform Location	Additional Notes
tenants_name
tenants_business_number
tenants_business_number_label
tenants_address_street1
tenants_address_street2
tenants_city
tenants_suburb
tenants_post_code
tenants_country
tenants_legal_name
tenants_phone
tenants_primary_colour
tenants_secondary_colour
events_name
events_start_date		Ensure this box is large enough to fit the whole down, otherwise it will be cut off
events_end_date		Ensure this box is large enough to fit the whole down, otherwise it will be cut off
events_location
events_short_name
users_name		This is the Users First Name & Last Name
usersfirst_name
users_last_name
users_title		This information pulls from the User's profile, and not registration.
users_company		This information pulls from the User's profile, and not registration.
users_company_position		This information pulls from the User's profile, and not registration.
users_job_title		This information pulls from the User's profile, and not registration.
users_city		This information pulls from the User's profile, and not registration.
users_pronoun		This information pulls from the User's profile, and not registration.
cpd_associations_name		This is the title of the CPD which has been setup in the Platform.
cpd_associations.certificate_subject		???
cpd_total_point		This is the total number of CPD points accumulated by the User.

note about the error when you input the image, you just need to do it again and the image will drop in.

invitation letter - where does the rego address pull from exactly?

Option 2: create your own

please ensure that all of the text in the body of the letter is pulled in from the platform and not built into the image as the quality will be lost.

In the top left hand corner, click the "Open" and select our blank template files here (portrait and landscape)
- link to follow
Click the image menu on the left side (screenshot), click anywhere on the document and upload your custom designed CPD certificate in the format of a A4 .jpg. If an image error upload failed box appears, just close this and repeat the process.
Click the arrow menu on the left side and resize your image to the outside boundaries of the page area
Make sure with the image selected to move it to the back via the arrangement > send backwards menu so that the data fields can be seen (top right)
You can then move the blue boxes to line up in the areas you would like the data to appear on your design
If you want to add a new data area. Click the text box menu on the left (screenshot) and drag out a text area.
You can change various elements of the font and text formatting options via the menus on the right side (screenshot)
To help align the fields you can select the guide menu in the top bar under view, select and drag a guide to create another and move it to your desired location.
if you click on one of these boxes, then on the right hand side in "association" and then "ID" field, is where you put in your data
Once happy with your design, click the arrow next to save and click save as and save this file to your computer.
Upload this to the platform (directions needed)