How to Resend Multi-Session Certificates to Attendees

Overview: 

Sometimes you need to go back and resend past certificates.  This article will specifically cover how to resend multi-session certificates

Note: We highly recommend downloading a zip file of certificates to avoid repeating the steps below for each resend. 

Resending Multi-Session Certificates 

Step 1: Archive Current Sessions & Restore Past Sessions

  • Archive any sessions not applicable to the certificate
  • Restore all relevant sessions

Step 2: Check that the certificate is marked as the "Primary Certificate"

  • Navigate to the "Certificate Template Builder/Designer"
  • Find the certificate you want to use
  • Does the certificate have a star next to it, saying "yes", under the "Primary" column?
    • If no: Click "Edit Name & Details" 
    • Click "Set as Primary (Default) Certificate"
    • Click Save 

Step 3: Verify that the fields and content on the certificate match the fields and content for the past event:

  • Navigate to Admin > Certificate Template Builder/Designer
  • Find the certificate you want to use
  • Click "Customize Look & Feel" 
  • Make changes
  • Click the floppy disk to save changes

 Step 4: Update Certificate Configuration & Settings Section

  • Admin > Certificate Configuration & Settings
  • Update the Program Name
  • If needed, update the Email Settings

Step 5: Check Certificate Information is Correct:

  • Navigate to Admin > Combined Attendance & Multi-Session Certificates
  • Find the attendees' record
  • Download the PDF as a test

Step 6: Send the Certificate

  • Navigate to Admin > Combined Attendance & Multi-Session Certificates
  • Find the attendees' record
  • Resend the certificate

 

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