Send your first certificates

Everything you send belongs to one set of certificates: an event, a course, a team, an award or anything else. You can prepare the whole thing before anything goes out.

1. Create certificates, say what they're for, and give them the name that should appear on them.
2. Add recipients one by one, or upload a CSV.
3. Choose a design from the NyvarraStudio collection, or make your own.
4. Preview a certificate with a real recipient's details.
5. Confirm the reviewed send. Certificate creation and email delivery are processed separately; check the result of both.

Nothing is sent until you confirm the send. You can edit recipients and the design as often as you like before then.

On Free, your first 35 certificates each year cost nothing.

Prepare these details first

• The correct issuer: your own identity or the approved organization whose name should stand behind the award.
• The set name and certificate wording, including which people are participants, speakers, winners or other certificate types.
• Recipient names and working email addresses, plus any registration numbers, grades or other details your design needs.
• The final artwork, required signatory approvals, and enough available certificates in Billing.
• Any attendance, feedback, expiry or CME/CPD rules that must apply before you issue.

Work through the set in order

1. Open the set's Design area. Choose or publish the design, then check Certificate types and rules. If different groups need different wording or designs, configure that before importing everyone.
2. Activate the set when its design is ready. A draft is preparation; activation makes the set available for the next steps and does not itself issue certificates.
3. Open People. Add a person or import a file, map its columns, and review the proposed results before saving them.
4. Return to Design and fill every required field from the right source. Preview real recipients, including the longest name and at least one person from each certificate type.
5. Open Send → Review and issue. Check selection, qualification, existing certificates, balance and delivery choices. Do not enable replacement of existing certificates unless that is what you intend.
6. Review the generated certificate previews and confirm. If details change after review, refresh the review rather than approving an old preview.
7. Follow the send's result, then check Emails separately. Open a resulting verification page and confirm the name, issuer, title and dates.

A useful first-run example

For a workshop with participants and speakers, create one workshop set, then two certificate types. Put the participant title on one and the speaker title on the other. A person who both spoke and attended can receive both types. Review both designs and both awards; one correct participant preview does not prove that the speaker certificates are correct.

If you cannot continue

Use the message on the blocked step to identify the cause: draft or archived status, pending issuer approval, missing data, no published design, missing signature approval, unmet qualification rules or insufficient balance. These require different fixes. Repeatedly pressing Send will not correct them. See Troubleshoot a blocked send.

Issuing a test certificate is a real issuance. Prefer the preview workflow for design checks; do not assume a certificate sent to yourself is a free or disposable draft.