Question

Certificate Generation / PDF Export

  • 11 March 2022
  • 1 reply
  • 7 views

Userlevel 1
Badge

How would you recommend we generate training certificates for our customers? With Healthcare, we hold trainings for our customers that must attend and complete prior to practice. Once completed and signed off, we are manually generating training certificates and would like to incorporate that into the 360 instead.

Is there a way we can create a Snapshot with tokens (like Name, Date, and Training Class Name) but export as a PDF instead of PPT so we can send the branded certificate for each customer? Thanks!


1 reply

Userlevel 4
Badge

Interesting request, @Intuitive_Geneva

Currently, only dashboards can be exported as PDFs. The use case you are asking for is more suitable for Success Snapshots and it only supports PPT format.

Reply