Individual sending

To issue a credential to a single person, open the template, click issue and choose the Individual sending tab. The form is the same for any credential type and is organized in cards. Only fields marked with an asterisk (*) are required.

On the right you’ll see a preview with the credential type, the seal, the Earner’s name and the credential name. Click See details to review the full template.

Recipient

• First name (*) and Last name.
• Email (*): the email the credential is sent to and that the Earner uses to manage it.
• Identification: the Earner’s ID document or code in your organization.
• Mobile number.
• License number: useful for License or Certification credentials that carry a per-person number.

Dates and validity

• Recognition date (*): the date the credential is granted.
• Expiration date: leave it empty if the credential doesn’t expire. For a Certification or a License, which expire by definition, set it here.
• Activity start date and Activity end date: the period of the program, course or activity behind the credential.

Evidence

Information that highlights this person’s particular achievement. You can add up to 5 with Add another evidence + and remove them with the X.

• Evidence name, Evidence verification link and Evidence description: all optional, but if you fill in the link or the description, the name becomes required.
  Example: “Final project: implementing an AI agent” + link to the repository.
• Attachment: choose the format in the selector and paste the attachment’s link or content. The Earner sees it as the See attachment button on their credential; if the template has Combine the attachment with the PDF record turned on, it is also added at the end of the PDF.

Institutional record

Optional section, collapsed by default. Expand it to record this Earner’s own institutional data, such as folio, registry book, minutes, result and credits or hours, which show on the credential’s public page. It is common for degrees and diplomas.

Issuance properties

• Earner and/or issuance tags: the group the person belongs to, to organize your issuances.
  Example: course code, class name, company name in an in-company course.
• Send email notification: checked by default. Uncheck it to issue without an email; see Silent issuance.

Why fill in the optional fields? Evidence and tags are what later let you filter reports and answer “who did we issue this to, and why?” months later, without reviewing each credential one by one.

Grant the credential

Click Grant credential. If a required field is missing, the form takes you to the first error. Use Cancel to leave without issuing.