contactyour own enrolment or inspection tableGenerate a certificate from Dataverse
Certificates are a two-token document with a hard requirement: they must be produced for everyone who qualifies, the moment they qualify, with a reference someone can verify. A training completion, a passed inspection, a paid membership: all are rows in Dataverse with a date and a lookup to a person.
A single-page Word template in landscape with the name, the date and a reference number is enough. VerseDocs can also render a QR code from a flow so the certificate links back to a verification page or the record itself, and bulk generation produces the whole class in one action.
Unlimited watermarked use, no time limit. $2,400 a year per tenant removes the watermark.
From record to certificate in 3 steps
Design the page in Word
Landscape, your logo, a border if you like. Place {{enrolment.contactid}} for the name, {{enrolment._raw.completedon:d MMMM yyyy}} for the date and {{enrolment.certificatenumber}} for the reference.
Add a verification QR from a flow (optional)
A QR needs the flow-driven path: the flow reads the enrolment row, calls vdocs_BarcodeGenerate with the verification URL, and passes the template, the Data and the PNG bytes (Options.images, named qr) to Populate a Word Template with Data. The template places it with {{image:qr width=25mm}}.
Generate individually or in bulk
Without the QR, generate from the enrolment record or select a cohort (up to 100) in a view and click Generate document. A flow on status Completed can do either path with no human involved and email the PDF.
Start from a starter
Bind to whichever table records the qualifying event, not to contact, so each certificate has its own row, date and number. The person's name comes through the lookup's formatted value.
Tokens in the template
CERTIFICATE OF COMPLETION
This certifies that {{enrolment.contactid}}
completed {{enrolment.courseid}}
on {{enrolment._raw.completedon:d MMMM yyyy}}.
Certificate no. {{enrolment.certificatenumber}}
{{image:qr width=25mm}}Paste any of this into the template playground with the sample data to see it render in your browser.
- Can the certificate number be generated by VerseDocs?
- Use a Dataverse autonumber column on the table for the number; the template prints it. VerseDocs deliberately does not invent identifiers, so the number in the document is always the one on the record.
- Can it be locked against editing?
- Yes. Generate as PDF, then pass it through vdocs_PdfSecure in the same flow to set an owner password and restrict editing and printing.
- Does the QR code need an internet service?
- No. vdocs_BarcodeGenerate runs inside the Dataverse sandbox like every other VerseDocs action, and the image is embedded by the templating action in the same environment.
Rendered in your tenant. Priced per tenant.
VerseDocs is a managed solution of Dataverse plug-ins. Templates, field values and generated files stay in your environment. Try every feature free with a watermark; one licence key removes it for every environment, user and document in the tenant.