Access the Design Template and Information Sheet
Click on the Design Template and Information Sheet.
Open the relevant section in your system or document where these files are located.
View the Design Checklist and Variables
- Once opened, you will see the design checklist and the list of variables.
Document Template Name
- The first field will ask for the name of the document template.
- Enter the name of the document, e.g., "Sample Template Filpass."
4. Complete the Design Checklist
Under "Design Checklist," there are questions that you need to answer.
[Check] the questions and [enter] your answers in the "Answer" fields.
5. Document Size
- Scroll down to find the "Document Size" section.
- Answer the question "What is the size of the document?" by entering the size in the provided space.
6. Links
- Find the "Links" section.
- Fill in the Google Drive link and the company design guide link in the respective fields under "ANSWER."
7. List of Variables
Review the list of required variables, including:
Certificate Printed Name
QR Code
Credential ID
Event Title
Event Date
SO Number
SO Date
Event Location
Course
Training Hours
Role
Certificate Number
License Number
Reminder: These names will appear as Excel headers in the template.
8. Required Variables
- Indicate if each variable is required by selecting "Yes" or "No" under the Required? column.
9. Variable Format
- Specify the format for each variable under the Format column (e.g., Text, QR, Date, Number).
10. Example Value & Display Format
Provide an example value for each variable.
Example: Certificate Printed Name → "JOHN DOE"
Define the display format (e.g., ALL CAPS, lowercase, Title Case).
11. Allow 2 Lines
- Specify if two lines are allowed by selecting in the Allow two 2 lines tableand select "Yes" or "No".
Additional Variables
- If additional variables are needed, list them under this section.
Course Names Using This Template
- List any course names that will use this template under List of Course Names.
Different Signatory
Answer: "Does this design have a different signatory?" (Yes/No).
If "Yes", provide the high-resolution signature file:
Insert the file/folder link.
Alternatively, mention if you have emailed the file (e.g., "I have emailed it over.").
Example:- If you emailed it, you might write "I have emailed it over."
Note: You do not need to fill out the CS Team Recordsection.
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