The RegTech Certificate Builder allows you to create and edit certificates. It provides an easy, flexible way to design certificates that participants can receive and download. 

To create a new certificate, follow the steps below:

1. In the left-side navigation, click the arrow next to Assessments & Certifications to open the menu
2. Click Certificates
3. Click on New Certificates button
4. Design the Certificate
   • Note: QR Code and Certificate ID fields automatically populate on the certificate as one field. It is required. The font and size of these fields cannot be changed.
5. Click Save to only save your changes on the backend
6. Click Deploy Live to deploy your changes live

Design the Certificates - Use the certificates editor to add images, fields and shapes

Step 1: Add artwork to accurately use available space on the certificate

1. Click the Add Image button
2. Choose to upload a file from your device
   
   

Step 2: Add text fields (dynamic content)

1. Click the Add Text Field button to expand a menu of commonly used fields
2. Select a listed field or click Custom to add custom fields created in the Participants section
   • The selected field will appear in the top left corner of the badge and can be customized

Text in {{double curly brackets}} is a merge field and will be replaced with participant data. 

Customizing Certificates Elements - Click on any field or item to access the following editing options: 

• Font: Choose from available fonts
  • The Barcodes text fields must be set to one of the Libre Barcode fonts
  • The QR Code / Certificate ID field font cannont be edited
  • Fonts can be bold, underline or italicized
    
    

• Font Size: Select from preset sizes

• Text Alignment: Alignment options are Text Align Left, Text Align Center and Text Align Right

  • Active alignment is indicated by the dark blue color of the icon
    
    

• By default, a text field is centered because most badge template designs center text elements horizontally on the canvas
• Reposition: Click and drag to move
• Alternative options:
  • Use the arrow keys to nudge the item one pixel in a direction
  • Hold Shift + an arrow key to nudge the item by 10 pixels in a direction
• Center Horizontally: Center horizontally on the badge by clicking the Center Item Horizontally button
• Center Vertically: Center vertically on the badge by clicking the Center Item Vertically button

• Rotate: Click Rotate Item button to activate the rotation tool, then click and drag the white square to rotate 
  
  

• Alternative option: Click on the Rotate Item button to rotate the field
• Delete: Click the Delete Item button (trash can icon)
• Resize: Click and use the corner handles to resize
• Tip: hold Shift while resizing to keep the width to height ration of the item intact
• Color: Change the color of a field/item by clicking on the Change Color layer button to open the color picker

• RGB, HEX, and HSL color codes can also be used
  
  

• Background Color: Change the background color of the badge by clicking on the Change Background Color layer button to open the color picker
  • RGB, HEX, and HSL color codes can also be used
• Shape: Click Add Shape and select a shape to include

Edit Multiple Items

1. Hold Shift and click to select multiple items
   • You can move or align them together

Rotating and resizing are not supported with multiple selections

Save the Badge Template

1. Click on the Save in the badge editor to expand the save form
2. Fill out the fields
   • Name (required)
   • Registration type
   • Description (optional)
3. Click Save (a confirmation notification will appear)