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Merge certificates

Updated

Via Actions > Merge Certificates you can send an e-mail or generate a PDF document based on various filter criteria. Some of these filters are discussed below.

Filters

  • Users from portal: This determines from which portal you want to retrieve users. You can choose users from your own portal or from friend portals.
  • Certificate: This determines based on which certificate you want to retrieve data.
  • Sort order: This determines the order in which the results are displayed.
  • Printed: This option allows you to retrieve users who have not yet (or have already) been e-mailed or for whom a PDF has not yet (or has already) been generated. You choose the status 'Printed' to retrieve users who have already received an e-mail or for whom a PDF has already been generated, and you choose the status 'Not printed' when this is not yet the case.
  • With template: This filter works together with the 'Printed' filter: With this filter you retrieve the users you have already e-mailed or for whom a PDF was previously created, with that specific template.
  • Status: This determines which certificate status is included.

Selecting users and choosing a method

After setting the desired filters, you can select the users and choose a method:

For each method, a pre-configured mail template is used. For more information about how to create a mail template, see Templates.

  • E-mail: This option is used to send an e-mail to the selected users
  • E-mail with template attachment: This option is used to send an e-mail to the selected users, with a template (certificate template) as attachment.
    Note: Only certificate templates can be chosen as template attachment. This is therefore not a suitable option for every mailing.
  • E-mail with document attachment: This option is used to send an e-mail to the selected users, with a document as attachment. You can upload a maximum of three files as attachment.
  • PDF: This option is used to generate a PDF. This is the only option where no e-mail is sent.

E-mail

  1. Click the 'E-mail' button
  2. Template: Select the correct mail template here
  3. Optionally enter an e-mail address to CC the e-mail to, and determine whether the e-mail should also be sent to the manager or HRM by ticking 'Send message to manager' or 'Send message to HRM'.
  4. Click 'Next'
  5. On the next screen, click 'Preview' to display the e-mail that will be sent.
  6. Click 'Complete' to send the e-mail. Note: This cannot be undone!

E-mail with template attachment

  1. Click the 'E-mail with template attachment' button
  2. Template: Select the correct mail template here
  3. Template attachment: Select the desired certificate template here
  4. Optionally enter an e-mail address to CC the e-mail to, and determine whether the e-mail should also be sent to the manager or HRM by ticking 'Send message to manager' or 'Send message to HRM'.
  5. Click 'Next'
  6. On the next screen, click 'Preview' to display the e-mail that will be sent.
  7. Click 'Complete' to send the e-mail. Note: This cannot be undone!

E-mail with document attachment

  1. Click the 'E-mail with document attachment' button
  2. Select the file to be sent in the 'file' fields
  3. Optionally enter an e-mail address to CC the e-mail to, and determine whether the e-mail should also be sent to the manager or HRM by ticking 'Send message to manager' or 'Send message to HRM'.
  4. Click 'Next'
  5. On the next screen, click 'Preview' to display the e-mail that will be sent.
  6. Click 'Complete' to send the e-mail. Note: This cannot be undone!

PDF

  1. Click the 'PDF' button
  2. Template: Choose a certificate template here
  3. Click 'Next'
  4. On the next screen, click 'Preview' to display the PDF
  5. Click 'Complete' to generate the PDF

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