Smart Certificate Helpdesk
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Learn how to master Smart Certificate
How to create a campaign from scratch ?
To create a campaign from scratch, follow the next steps : Select or create a folder Create a new campaign, Define the campaign name, add a tag (optional) Choose your template(s), 3 options : Create a new template Select template(s) Click on “show all templates in organization” if
How to create, design and manage your templates ?
Create a new template Upload a PDF template : browse in your computer and add the desired template Design your template in the template editor Chose a pre-made template from our library Import a PDF, where y
How to leverage your documents for your own branding (the Smart Ads feature)?
The Smart Certificate platform constitutes a promotional tool for organizations. The smart ads feature allows to add clickable dynamic banners linked to every document. The documents can be crowned with a banner (Smart Ads) that redirects visitors to the website of the issuing organization (if the latter wishes). The organization is promoted by its best and most loyal ambassadors, generating a real relationship of trust between the organization and its recipients. !(https://storage.crisp.ch
How issued documents are managed and monitored ?
The documents are managed in the campaign sections, which you can access by following the steps. For more information read the article how to create a campaign. Filter your search : search by campaign / recipients name – email - … / issued dates Ac
How to monitor statistics about documents ?
Go to the analytics page where you will be able to view key data about the use of the issued documents and your recipients: document download , shared on Twitter , …
What is the process to create, issue and access documents on the Smart Certificate platform?
The process to create and issue documents on the Smart Certificate platform is well explained in the following article How to create a campaign from scratch ?. Read below to access the documents on the platform. Multiple options are available : On the dashboard, if you have issued documents recently, you will be able to access them or click on view all to see all your past campaigns. !(https://storage.crisp.chat/users/help
How do organizations provide their documents towards recipients?
Thanks to an activation email which includes a secured link and enables recipients to activate their accounts and access their documents. If documents received for the first time, recipients will require to activate a personal account. If not, their documents will be activated automatically in their account. !(https://storage.crisp.chat/users/helpdesk/website/36c59b57c212b000
Why to create folders ?
To issue your documents you have to start a campaign, which has to be linked to a folder. Why ? Because inside the folder you will be able to link the desired template(s) and define/personalize your settings (folder name, email content, smart ads, …)
What type of template format can we load, create and manage on the platform ?
You can _load _a PDF document with a maximum size of 1.5MB. _Create _a template from scratch or add a PDF background and personalize it thanks to our Template Editor. From then on _managing _your templates is a piece of cake.
How many team members can use the platform ?
The number of team members is limited up to 3, but if you which to have more you enter in the category of Enterprize and need to contact us to get a quote.
How can documents be shared on social media ?
We invite you to click on the below click to discover how you can share your documents on social media.
What are the backup possibilities?
You can select all the recipients, click on “backup search results” and download all the PDF (activated and pending) :
Can I save my campaign as a draft ?
Yes, you can save your campaign as a draft and issue it when convenient for you.
How many documents can we issue simultaneously?
You can issue simultaneously as many documents as you want, there are no limits !
What happens if we delete a document?
The document is deleted from our system and from the recipients’ profile. This ‘’revocation’’ feature is quite useful in many cases, and allow to keep control of each documents during their whole lifecycle.
How will the document be displayed in several languages?
As the documents are time stamped and secured when issued, they’re unable to be modified.
How many templates can we create on your platform ?
There are no restrictions on that matter, let your creativity be the master and multiply as you wish !