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Certificate Templates

When an application is approved, the Portal issues an official certificate. You design how that certificate looks.

The certificate designer Design certificate layouts — styles, colours, content, and a verification QR code.

Open the certificate designer​

In the menu, open Designer → Certificates. You'll see your certificate templates.

Design a certificate​

Create a template and set:

  • A design style (for example, classic, gold, modern, or minimal).
  • Colours — a main colour and an accent.
  • The title and subtitle wording.
  • A signature line and title.
  • A footer note.
  • Whether to show a QR code, a watermark, and a signature.

Add content with merge fields​

The body of the certificate is built from blocks. A block can be:

  • Text you type, or
  • A field that fills in automatically — like the applicant's name, the business name, dates, or the certificate number.

These automatic fields are called merge fields. You pick them from a list, and the real details are filled in when the certificate is issued. This means every certificate is personalised without you typing anything per applicant.

Preview​

Use the preview to see a sample certificate with example details, so you know exactly how it'll look before using it.

Use it in a workflow​

To have a certificate issued automatically, add a Certificate step to your workflow and choose this template. When an application reaches that point after approval, the certificate is generated — complete with a QR code citizens and third parties can scan to verify it.

Expiry dates​

Certificates can carry an expiry date. There are tools to set or recalculate expiry dates across existing certificates when policies change.