Using Certificate Templates with Snapshots and Cloning

About Certificate Templates in Snapshots

The CRM allows you to include certificate templates within a snapshot. When you create a snapshot, you can select certificate templates to be bundled with it. This ensures that when the snapshot is loaded into another location or account, the certificate templates and all their associated media files are migrated automatically. Any IP protection settings applied to these certificates are also preserved.

Benefits of Including Certificates in Snapshots

Using this feature provides several key advantages:

• Simplified Migration: Move your certificate templates between accounts or locations effortlessly as part of a snapshot.
• Complete File Transfer: All images and other media files linked to the certificate template are included in the migration.
• Time Savings: Eliminate the need to manually recreate certificates and their settings.
• Consistency: All configuration details and settings of the certificate remain unchanged.
• Security: IP protection for the certificates is maintained during the snapshot process.

How to Add a Certificate Template to a Snapshot

Follow these steps to include your certificate templates when creating a snapshot:

1. Go to the Settings menu and select Snapshots.
2. Click Create Snapshot.
3. Provide a name and description for your snapshot.
4. In the snapshot creation interface, select the certificate templates you wish to include. The system will automatically gather all associated media files.
5. Save the snapshot. You can then export it for use in another location.
6. To migrate the certificates, load the snapshot in the target account and verify that the templates and files have been transferred correctly.

About Certificate Template Cloning

Cloning allows you to duplicate an existing certificate template from one location to up to three other locations within your CRM account simultaneously. This is useful for quickly deploying a standard certificate design across multiple areas of your business.

Benefits of Cloning Certificate Templates

• Multi-Location Deployment: Clone a single template to up to three different locations in one action.
• Media Files Included: All linked media files are copied to the new locations.
• Settings Preserved: The clone retains all the original template's configurations.
• Version History: The complete version history of the template is also duplicated.

How to Clone a Certificate Template

1. Navigate to the Certificates section in your CRM dashboard.
2. Select the certificate template you want to clone.
3. Click the Clone Template option.
4. Choose up to three target locations for the new copies.
5. Review the details, including the media files and settings that will be cloned, and confirm the action by clicking Clone.
6. Check the target locations to ensure the templates have been created successfully.

Frequently Asked Questions

What happens if my snapshot contains multiple certificate templates?

All selected certificate templates and their associated media files will be migrated together when the snapshot is loaded.

Can I exclude media files when migrating certificate templates in a snapshot?

No, the migration process automatically includes all media files linked to the certificate templates to ensure they function correctly in the new location.

Is there a limit to how many locations I can clone a template to at once?

You can clone a template to a maximum of three locations simultaneously. To clone to more locations, you can repeat the process.

Are IP protection settings maintained when cloning or snapshotting certificates?

Yes, any IP protection applied to the original certificate template will be retained in both snapshots and clones.