Issuing digital credentials

  1. Click Digital credentials in the main menu.
  2. Choose the Recognition templates option.
  3. Search for the credential you want to issue.
  4. Click the Issue icon.

🔎 Note: the paper-plane icon — it’s the “Issue” button and looks different from “Edit” or “View”; mixing them up is the most common mistake among new administrators.

Clicking Issue takes you straight to the sending screen, with two tabs at the top: Bulk sending and Individual sending. There’s no prior selection screen — you switch between them by clicking the corresponding tab, without losing what you’ve already filled in on the visible form.

🔎 Note: the active tab is underlined in red. If you don’t see the fields you expected, check which tab you’re on first before reporting it as a bug.

See the details of each flow: individual sending or bulk sending.

Already issued and need to check the status or fix something? Go to Managing credentials.

Does issuing this template require review or a digital signature before it goes out? Go to Approval flow design and administration.

Want to test what a credential looks like before issuing it for real? Go to Test mode issuance.


CONTENIDO