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Record certificate template

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Find and create certificate templates under Communication > Templates. You can use Standard document templates or, as described below, create new templates.

Create a document

A certificate template can be created in Word or in any other text processing program that can save a document in the .rtf (Rich Text Format) format. As is customary in the case of a bulk letter, place variables at the points at which recipient-related or sender-related, personal information from the database is to be inserted. For how to get the right variables, see Enable variable finder.

Upload document

When you have completed the document and inserted the variables you want, click the "Save under..." command and select RTF (Rich Text Format) as the file type. Upload the template you have created to umantis, and give it a name. Click "Save" to return to the "Templates" tab in the overview, where the template you have just uploaded should appear at the top of the table.

Tips from consultants

  • The easiest way to create a new certificate template is to copy an existing template and change the text.
  • You can format a template in any way you want. However, you should ensure that no formatting begins or ends in the middle of a variable - i.e. between the square brackets. Otherwise, in the background MS Word will save the formatting information in the middle of the variable, and umantis will no longer recognize the variable.
  • If your template starts with a variable (e.g. [Sender.Name]), Word automatically takes the first characters in the document as the description of the file properties. Because the bracket has not been closed correctly, this results in an empty document. Overwrite the description in the file properties with a text without a variable, and re-save the document.
  • If there are images in the template and it is saved as an RTF, they will be very large and they will also be very large in any letters and print views that are created. This will slow down the generation of letters and print views. Info.gif This can be avoided by selecting the "Compress images" option right next to the save button in the "Save as" dialogue box in "Tools", and select the degree of compression you want.

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