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Assign Certificate

The Assign Certificate page lets you issue a certificate template to many students or staff at once and keep a permanent record of each issuance. Unlike the Student Certificate and Staff Certificate pages — which generate a single PDF on demand — assigning a certificate creates a tracked record showing who received which certificate and when. You can re-download any assigned certificate later from the history table.

Feature Requirement

This page requires the ID Card – Certificate Generation feature in your subscription plan, plus certificate templates that have already been designed. See Certificate Template to create one.

Assign Certificate page with audience, template, recipient table, and history
Assign Certificate — pick a template, select recipients, and assign

Assign a Certificate​

1
Navigate to Certificate & ID Card → Assign Certificate
From the sidebar, open **Certificate & ID Card** and click **Assign Certificate**.
2
Choose the audience
Set **User Type** to **Student** or **Staff**. This controls which templates and recipient list appear below.
3
Select a certificate template
Pick a designed template from the **Certificate Template** dropdown. Only templates matching the chosen audience that have a saved layout are listed.
4
Set the issued date
Optionally adjust **Issued At**. It defaults to today.
5
Filter the recipients (students only)
For students, choose a **Class Section** to load its roster. You can optionally select a published **Exam** to record the exam context for the certificate.
6
Select recipients
Tick the checkboxes for the students or staff to receive the certificate. Selections are kept as you search or move between pages, so you can build a large list across pages.
7
Assign
Click **Assign**. A record is created for each selected recipient and they appear in the history table below. A message reports how many were assigned (and how many were skipped because they already had that certificate).

Form Fields​

FieldTypeRequiredDescription
User TypeDropdown (Student / Staff)RequiredWhether you are assigning to students or to staff. Determines the template list and the recipient table.
Certificate TemplateDropdownRequiredA designed certificate template matching the selected audience. Only saved/styled templates appear.
Issued AtDateOptionalThe issue date stored on each assignment. Defaults to today.
Class SectionDropdownOptionalStudents only — loads the roster for the chosen class section. Required to populate the student list.
ExamDropdownOptionalStudents only — optionally links a published exam so result context is available when the certificate is generated.
RecipientsCheckbox selectionRequiredOne or more students/staff selected in the table below. At least one is required.

Certificate History​

Every assignment is listed in the history table below the form, with the most recent first.

ColumnDescription
No.Row number
NameRecipient's full name
User TypeStudent or Staff
TemplateThe certificate template that was assigned
Class SectionThe recipient's class section (students only)
Roll NoThe recipient's roll number (students only)
Issued AtThe issue date
ActionDownload the certificate PDF, or delete the assignment record
  • Use the Search bar to find an assignment by recipient name or email.
  • Click Download to open the generated certificate PDF in a new tab.
  • Click Delete to revoke an assignment record (requires the certificate delete permission). Previously downloaded PDFs are not affected.
One certificate per recipient

A given template can only be assigned to the same recipient once. Recipients who already have that certificate are skipped automatically, and the assignment message reports the skipped count.

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