How to Set a Certificate/SOA Template for Issuance

OVERVIEW

This guide shows how to select which certificate or statement of attainment (SOA) template the system will use when generating student documents. Setting the correct template ensures that each qualification or program displays the appropriate design, watermark, and logo in line with your RTO’s branding and compliance requirements.

Navigation Instruction:

How to set template for issuance:

1. In the SMS side menu, click on Administration.

2. Under that, click Templates.

3. Go to the Documents tab

4. Select the Template that you wish to use for issuance, then click on the kebab icon (3-dots) and select EDIT

 
5. Enable the 'Default' switch to blue.

6. Click Save.

This will set the selected template as the default template when issuing Certificates. 

Important Note: remember to set it back to the original template if this is not the usual template that you use for issuance.

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to the contact support via email.

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