Feature reference
Documents
Certificate and letter templates, assets, and the generation audit log.
What it does
- Administrator-configured templates per document type, optionally bound to a specific membership category.
- Reusable assets — signatures, seals and background artwork — placed on templates.
- Two rendering modes: a system-designed layout, or your own uploaded PDF with fields positioned on top of it.
- Generation in the reader’s browser at the moment of download, so a document always reflects the current record.
- An audit log of every document produced, for whom and when.
Document types
- Membership certificate — requires approval, payment, and an assigned membership number.
- Conference certificate — requires recorded attendance.
- Conference invitation letter — requires a registration.
- Training certificate — requires cohort completion.
Each type is optional. With no template configured, the document is simply not offered.
Where it lives
- Member:
/profile(opens in a new tab) for membership certificates,/activities(opens in a new tab) for conference documents,/training/my/[enrollmentUuid]for training certificates - Guest:
/conferences/certificates(opens in a new tab) - Admin:
/admin/settings/documents(opens in a new tab)
Permissions
Permissions required
document_template:create,read,update,deletedocument_asset:create,read,update,deletedocument_generation_log:read
Organization owners and staff accounts have these already. If a screen is missing for you, ask an owner to add the codenames above to your role.