How To: Customisable CPD Certificates

How To: Customisable CPD Certificates

  1. Download Thin Report Editor

    1. MAC: https://github.com/thinreports/thinreports-basic-editor/releases/download/v0.12.0/ThinreportsEditor-mac.zip

    2. Windows: https://github.com/thinreports/thinreports-basic-editor/releases/download/v0.12.0/ThinreportsEditor-windows.zip 

  2. Install Thin Report Editor to your computer

  3. Once installed, open Thin Report Editor

 

Option 1: edit pre-exisiting template

  •  In the top left hand corner, click the "Open" and select our template files here

  • 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.  

 

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)



*evexus is not responsible for any dirty data that comes from third party systems*
    • Related Articles

    • How To: CPD

      Overview CPD stands for 'continuing professional development'. Setting up CPD on the platform allows delegates to earn points by watching livestreams or VOD (video on demand) content (only). CPD calculations can be as complex or simple as required ...
    • How To: Custom Pages

      Overview Pages are highly customisable, and can display any additional information that may be useful or relevant to your delegates. These Custom Pages allow for Page Sections, and can display a combination of text, images, videos, and embedded ...
    • How To: Pages

      Overview Pages are highly customisable, and can display any additional information that may be useful or relevant to your delegates. These Custom Pages allow for Page Sections, and can display a combination of text, images, videos, and embedded ...
    • How To: Email Campaigns

      Overview Email Campaigns are a method of sending emails to a user group or segment of your user database. There are currently nine emails available to send via Email Campaigns; user_import_mailer registration_import_mailer register_account ...
    • How To: Resources

      Overview Resources are a key element of engagement by Users in the Platform. All Resource content is shown with the title, the description, and depending on the Resource format, can either be viewed or downloaded to the User's device. In addition, ...