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Online customization and issuance of certificates

Eduvem generates the certificate on its own: when a participant is approved, the certificate becomes available to them as a PDF, with no one needing to issue it. The administrator’s job is to decide whether the class issues a certificate and what it looks like. This article walks through the complete process and explains which configuration applies when there is more than one.

  1. Confirm that the class issues a certificate (the class’s Certification Type field).
  2. Choose the model: Default, Advanced, or a reusable certificate template.
  3. Prepare the background image in JPG, 2000 x 1428 px, leaving free the areas where the platform writes.
  4. Configure the certificate on the content, on the Details tab.
  5. Check the result with the Generate test certificate button.
  6. If needed, create exceptions per class and configure the track certificate.

1. Confirm that the class issues a certificate

Section titled “1. Confirm that the class issues a certificate”

Who decides whether there is a certificate is the class, in the Certification Type field (see Creating a class):

Certification Type Does the participant receive a certificate? When
Approval Yes Upon completing the content and reaching the evaluation’s minimum score
Participation Yes Upon completing the content (100% progress), with no minimum score
Approval without certificate No The minimum score is required and recorded, but there is no certificate
None No -

The appearance configured in the next steps only shows up for someone in a class that issues a certificate.

There are three paths. The first two are the options of the Certificate Model field and define the layout - what the platform writes over your artwork. The third is a certificate template saved in the institution: an entire certificate (artwork, text, and layout) to reuse. Choose before designing the image, because each layout reserves different areas of the page.

Default Advanced Reusable certificate template
What the platform writes The participant’s name, CPF (when registered), and completion date A complete paragraph: “We certify that name (CPF), started on date and completed on date the content title with a workload of hours”, plus the participant’s name at the bottom The text you write, with dynamic fields (name, CPF, content, workload, dates, score, validity, and others)
What your artwork needs to have Everything else: title, certificate text, content name, workload, logos, signatures Only the frame: logos, the word “Certificate”, signatures Only the frame (the certificate template uses the Advanced layout)
When to use Artwork custom-made for one piece of content The same artwork for several pieces of content, with the platform’s standard text The same artwork for several pieces of content, classes, or tracks, with the institution’s own text

The reusable template is created once, in Institution, on the Certificate Templates tab, and afterward is only selected on each piece of content. See how to create one in Reusable certificate templates.

  • Format and size: JPG, 2000 x 1428 px, landscape. This is the size indicated on the upload field itself and matches the certificate page’s proportions.
  • Start from the ready-made template: the certificate template on Canva already comes in the right size. Apply your institution’s artwork, export as JPG, and upload it.
  • Leave free the areas where the platform writes (shown in yellow in the diagrams below). Text or strong elements in those areas end up underneath the participant’s information.

Default model

Certificate page in the Default model, with three reserved areas: 1 in the center, just below the middle of the page; 2 and 3 in narrow strips in the footer

  1. Participant’s name, CPF, and completion date - a centered strip just below the middle of the page (from 48% to 65% of the height, counting from the top).
  2. Validity date - only appears when the content has a configured validity.
  3. Security information - only appears with Show Security Information checked.

Advanced model

Certificate page in the Advanced model, with three reserved areas: 1 a large block in the center, 2 a smaller block in the bottom left, 3 a strip in the footer

  1. The certificate paragraph - a wide block in the center (from 28% to 58% of the height). When the content has a validity period, the validity date is added at the end of the paragraph.
  2. Participant’s name and CPF - in the bottom left, where the participant’s signature line usually goes. Leave the bottom right for the institution’s signature.
  3. Security information - a strip in the footer.

The diagrams are approximate: always check the final result with the Generate test certificate button (step 5).

4. Configure the certificate on the content

Section titled “4. Configure the certificate on the content”

The content’s configuration applies to all its classes (unless a class has its own configuration - see Which certificate applies to each participant).

  1. In the administration menu, open Contents, choose the content, and go to the Details tab.
  2. In the Custom Certificate Template field:
    • to use a reusable template, choose it from the list. The image, model, and color fields disappear, because the chosen template already brings everything. Skip to step 5;
    • to configure only this content, leave it at Configure manually (no template) and continue.
  3. In Certificate Background, upload the image prepared in step 3. The remaining fields only become available after the upload.
  4. In Certificate Model, choose Default or Advanced (step 2).
  5. In Certificate Text Color, type a color in hexadecimal or use the picker next to it. It applies to the name, the date, the main text, and the security line. Leave it blank to keep the default color.
  6. Check Show Security Information to print the certificate’s verification link in the footer (see How someone checks whether the certificate is authentic). Recommended.
  7. Optional: in Second Page (Optional), upload a second image for the back - for example, the course syllabus. The second page is printed as is, with no platform text over it.

Certificate Background section on a content’s Details tab: Custom Certificate Template with the preview button, image upload, Certificate Model, Certificate Text Color, Show Security Information and Second Page (Optional)

Each change is saved immediately; there is no Save button in this section.

Click the Generate test certificate button, on the right of the Certificate Background title (its tooltip says “Preview how the full certificate PDF will look…”). The smaller eye icon next to the uploaded image only shows the background image. The platform generates the complete PDF with sample data (“Jane Sample”, “Sample Content”), using the configured image, model, and color - even if no one has completed the content yet. Check that nothing ended up on top of the artwork and that the text is legible. The PDF opens in a new tab; the button is shown to whoever can edit the certificate: institution admins, content publishers and, in their division’s classes, the division admin.

Which certificate applies to each participant

Section titled “Which certificate applies to each participant”

The certificate can be defined in more than one place. When a participant downloads the certificate, the platform uses the first item on this list that exists for them:

  1. A class certificate by audience - the first one in the class’s list whose audience the participant matches (see Certificate by audience).
  2. The class’s certificate they are enrolled in - only when the institution allows class details and that class has a certificate configured.
  3. A content certificate by audience - the first one in the content’s list whose audience the participant matches.
  4. The content’s certificate (step 4).
  5. The platform’s simple certificate, with the institution’s logo, when nothing has been configured.

Items 1 and 2 only apply when the institution allows class details.

In any of these places, choosing a reusable certificate template entirely replaces that place’s manual configuration.

The track certificate is a separate document from each piece of content’s certificate (see below).

Use this when the same content is offered to different audiences - for example, an open class and a corporate class with the client’s logo.

  1. An institution administrator turns on Allow class details under Institution > Classroom. Classes then gain the Details tab.
  2. Open the class, Details tab, and configure the certificate section exactly as in step 4 (the section’s subtitle says: “Edit the certificate background for this class”).

A class only uses its own certificate if one is configured; a class with no configuration keeps using the content’s. If Allow class details is later turned off, every class goes back to using the content’s certificate (the classes’ own settings are kept in storage).

Use this when people in the same content or the same class should get different certificates depending on their profile - for example, one certificate for managers and another for everyone else. The choice is automatic, based on the rules of an audience.

Before you start:

  • the institution must have Allow Audiences turned on and at least one audience created;
  • each certificate by audience uses a reusable certificate template, so create the templates you need first.
  1. Open the content (or the class), Details tab, and go to the Certificates by audience section.
  2. Add one item per audience, choosing the Audience and the Certificate template. Each item shows how many people currently match the audience.
  3. Use the arrows to set the order: a participant who matches more than one audience gets the certificate of the first one in the list.

Certificates by audience list, with one item per audience showing the certificate template and how many people match each one

A participant who matches no audience in the list gets the certificate configured normally for the class or the content. The audience is evaluated when the certificate is generated, so a profile change changes the certificate on the next download. Only institution administrators can add, remove or reorder these items.

A division doesn’t have its own certificate: what exists is permission for the division administrator to edit the certificate of the classes linked to their division. To grant it, check Allow divisions to edit their classes’ certificates on the Divisions tab of the institution’s settings. They then see the Details tab of those classes, restricted to the certificate section (background image, model, and text color).

This permission only works with Allow class details turned on, and it doesn’t change who receives a certificate - only who can edit its appearance. The division’s logo does not appear on the certificate. See Divisions.

Anyone who completes every piece of content in a track receives, in addition to each piece of content’s certificate, a certificate for the whole track.

  1. In the institution’s settings, open the Home Screen tab, where categories and tracks live.
  2. On the track’s row, click the Certificate button (hover over the icons to see each one’s name).
  3. In the Track certificate window, configure the background image, model, color, security information, and second page, the same way as in step 4.

Track certificate window, with the same background image, model, color, security information and second page fields

The track window has no preview button.

The participant downloads the track certificate from the Certificates tab (or My development, once the institution enables the feature) of their profile.

The institution has a default Certificate type set and changed only by the Eduvem team.

How the participant receives the certificate

Section titled “How the participant receives the certificate”
  1. The participant completes the content and meets the class’s Certification Type.
  2. The certificate appears to them right on the content’s screen and on the Certificates tab (or My development, once the institution enables the feature) of their profile, ready to download as a PDF. See Issue and download certificates.

The administrator can also download certificates on behalf of participants:

  • One participant: on the class, Participants tab, use the Certificate action on the enrollment’s row.
  • Several at once: on the class, Reports tab, the Certificate of content completion report generates the certificates of everyone who completed it, or only for a list of users (the Generate only for a subset of participants in this class option). See Generating reports.

How someone checks whether the certificate is authentic

Section titled “How someone checks whether the certificate is authentic”

Every certificate issued has a verification code with 16 characters, in the format XXXX-XXXX-XXXX-XXXX, that anyone can use to confirm the document’s authenticity, with no login needed. See the step by step in How to validate a certificate.

With Show Security Information checked, the certificate’s footer - besides the platform address and when it was generated - also carries the verification code and a QR code, next to the verification link that already existed. Anyone who opens the link or scans the QR code - an employer, an auditor - sees a public page with the participant’s name, the content, the workload, the completion date, and, when there is one, the validity. The link keeps working with no login, the same as before.

To print the QR code in a corner block, also check Show verification QR code, right below Show Security Information, in the certificate settings or in the certificate template editor. It is unchecked by default. When checked, the PDF prints the QR code, the verification code and the validation address in the bottom-right corner, and anyone who scans the QR code sees that the certificate is authentic. It applies to the next downloads, including certificates already issued. A template’s setting wins over the certificate’s own. The option is not offered for track certificates or for full-editor templates, and NR certificates, which already print this block, are unchanged. Tip: check that the bottom-right corner does not overlap the background artwork; if it does, leave the option unchecked.

Certificates that already existed before this feature get the verification code the next time anyone downloads them individually. Certificates already digitally signed with the institution’s own ICP-Brasil certificate (next section) keep being verified through the link they already had.

The verification code and the address to validate at also travel with the certificate in the Integration API documentation, in the webhook that fires when a certificate is issued (see Integration API webhooks), and in the spreadsheet exported from Certificate validity and recertification.

The Digitally sign certificates? option, in the institution’s configuration, makes every certificate issued by the institution get signed with the platform’s ICP-Brasil e-CNPJ certificate, in the PAdES-B-B standard. The signature can be checked at validar.iti.gov.br.

The option comes disabled by default and is only visible to and turned on by the Eduvem team - the institution administrator does not find it on their own configuration screen; to enable it, contact support.

Institution’s Configuration tab, with the Digitally sign certificates toggle enabled

The participant was approved but doesn’t see the certificate. Why? Check, in this order: the class’s Certification Type (Approval without certificate and None do not issue one); whether the class requires the satisfaction survey before the certificate; and, for NR certificates, whether a signature is still missing.

I uploaded the artwork, but the certificate text doesn’t appear. The Default model only writes the name, the CPF, and the date. For the platform to write the full text, choose Advanced or a reusable template.

The text ended up on top of elements in the artwork. Move those elements out of the reserved areas of the chosen model (step 3) and check again with the Generate test certificate button.

Can I have different certificates for different audiences of the same content? Yes: create separate classes for each audience and configure the certificate for each class.

I changed the image. Will people who already completed it see the new one? Yes, on the next download. See the note in How the participant receives the certificate.

My old certificate has no verification code or QR code. Do I need to reissue anything? No. It gets the code automatically the next time it is downloaded individually.