Hand out a certificate to participants

You can add certificates as dossier items to the participants of a course. You create a certificate per participant.

Note:

The dossier item type for the certificate must already exist.

If you make the handing out of a certificate dependent on presence if, for each course, you register who participates and who was present

To create a certificate for participants based on dossier items:

1. Go to: CRM / Course management / Event.
2. Open the properties of the event..
3. Go to the tab: Presence.
4. Select the participant.
5. Click on the action: Client record items.
6. Select a value for Dossier item type.
7. Click on: Next.
8. Enter a value in Subject.
9. If you want to record the document incl. the customer data in the dossier item, select the Specify separately per destination check box.
10. Select a Feature if it is mandatory to do so.
11. Click on: Next.
12. Complete the fields.
13. Click on: Next.
14. You can select an attachment.
15. Click on: Finish.