To make a certificate available to add to Offerings, the PDF template must be uploaded to TDM.
Upload a certificate template to TDM
- Sign in to TDM.
- Select Administration.
- Select Certificate Management.
- Select Add Certificate Template.
- Select Manage Certificate Templates.
- Select the language for your certificate.
- Choose the appropriate date format from the menu.
- Type a name for the certificate.
- Drag the PDF file to the drop zone or select Upload to navigate to your PDF file.
NOTE: Your file must be a PDF file and must be no more than 5 MB.
- Select Save.
At the bottom of the panel is a list of the fields located by the system on the PDF certificate. Verify that all the correct fields were identified; if they were not, update your template and try uploading again. - Select Create Template after all your fields have been identified.
- Repeat steps 6-11 for each language in which you want to add the certificate.
- Select Save.
Add template data
- Add appropriate tags from the menu.
- Enter the number of days the certificate will be valid.
- Choose the status from the menu.
- Map the fields found in the certificate to the attributes you want to display for those fields.
For example, you may map the "last_name" field to the "User.name.family" attribute. - Select Add Mapping.
- Select Save when all the certificate fields have been mapped.