Video: Create an automated Certificate of Attendance in less than 10 minutes
In this short how-to video, we share how to build a dynamic Certificate of Attendance in less than 10 minutes.
This is a great introduction to MergeOS as it shows all the steps in creating a project to automatically generate files. We start by showing how to create the template in Microsoft Word, we then look at how MergeOS automatically creates web forms that you can use to generate single files one at a time. But we'll also show how you can generate multiple certificate files at once with a CSV upload.
The web form and certificate created in this tutorial is live now - click here to give it a try!
If you find the video useful, please subscribe to our channel so you don't miss out on the new tutorials we have coming up.
The web form and certificate created in this tutorial is live now - click here to give it a try!
If you find the video useful, please subscribe to our channel so you don't miss out on the new tutorials we have coming up.
Topics covered
Here are the timestamps for each of the main steps in creating and testing this MergeOS Project:
- 00:45 - Create the word document and change the layout
- 00:56 - Insert the background image and resize to fit
- 01:20 - Add the text placeholders using a text box
- 04:08 - Create the data table
- 04:25 - Add fields to the data table
- 04:50 - Create the project
- 05:20 - Add the word template
- 05:58 - Name the output files
- 06:10 - Choose the output file type (Word or PDF or both)
- 06:20 - Start the project to begin automatic generation
- 06:37 - Add a record with the web form
- 07:00 - Download the generated certificate
- 07:40 - Update project for bulk generation and emails
- 07:54 - Add email column
- 08:08 - Add a notification
- 09:11 - Upload a CSV file to generate multiple files
- 11:22 - Access the generated files from within MergeOS