Put names and other details on the certificate

A data field is a placeholder that's filled in for each recipient: their name, the title, the issue date, the certificate's serial, and so on.

You can also add your own fields, such as a grade or a track. When your certificates use the design, you choose which recipient column fills each one.

Preview with your longest name before sending. A field can be set to shrink long text to fit, and the preview shows exactly what will be printed.

Understand the source of each value

A field can draw from the recipient, the set, the certificate type, the issued record or an imported data column. For example, a person's name comes from the recipient; a speaker certificate's title can come from its certificate type; its serial is assigned by issuance. A source must be chosen intentionally: a field called Date does not know whether you mean the event date or the issue date.

Map a field from a spreadsheet

1. Add a clearly named column to the source list, such as Position or Grade. Keep a stable meaning for that column across rows.
2. During import, keep the column as a certificate data field and review its label and values.
3. In the set's Design area, connect the corresponding design field to that saved data field.
4. Preview people with different values, including the longest value and a row where the field is empty.
5. Resolve required missing values before issuing. If the information is optional, choose wording and layout that still make sense when it is absent.

Use constants only for values shared by everyone

An event venue can be fixed if it is identical for every certificate. A committee member's position usually cannot. Typing President as fixed text into a shared design will print President for everyone using that design. Prefer a mapped field when the value differs per person.

Why a value appears in People but not on the certificate

Saving a column makes the data available; it does not automatically place it on the page. The design needs the appropriate field, that field needs a source, and the selected published version needs to contain it. Check those three connections before reimporting a list that is already correct.

For CME/CPD, use the dedicated hours settings and field source so printed hours agree with the signed award. A free-text column containing six hours is not automatically an accredited-hours record. See CME and CPD hours.

Changing saved recipient data after issuance does not rewrite the signed certificate. Use a reviewed correction when the issued record is wrong.