E-mail and Print Templates for Certificates

1.  Select SYSTEM OPTIONS/Template Management.

2.  You will find 'Proof-of-Completion Certificate E-mail’ displayed

     immediately beneath the ‘Online Class Confirmation - ProTrain’

     template row under the E-mail and Print Templates section.

3. Select the Edit link for the 'Proof-of-Completion Certificate E-mail’

    template; Lumens will return the Template Edit: Proof-of-Completion

    Certificate E-mail screen.

4.  The screen title will be Template Edit: Proof-of-Completion Certificate

     E-mail. The description field is a required field. Its default description will

     display as E-mail when a Staff Member sends a Proof-of-Completion

     document to a student. We can enter alphanumeric text. The maximum

     character limit is 125.

5.  Send HTML E-mail: It is a required field. There are two options 'Yes' and

     'No'.

6.  The Text field is an optional one. You can select from the given list. The

     selected fields will appear in the HTML text Editor below. There will be no

     default values for this.

7.  The HTML Text Editor Tool displays a default Message – Dear (Student

     First Name), Please see the attached proof-of-completion document for

     (Certificate Name). Congratulations on completing this (Certificate Type)!

     We hope to hear from you soon. (Organization Name) (Organization Phone)

     (Organization Mailbox 5:General).

8.  Edit the Description field as necessary and enter the desired text in the

     HTML editor tool.

9.  Select the Save button; The Editable Templates

     screen would be displayed. You can find the template in the list with edited description.