Print certificates of completion for events

Using Microsoft® Office Word, you (as an event editor or organizer) can create and print certificates of completion to provide for attendees after an event.

Important The menus and commands may differ in the version of Word you're currently using.

How to export an attendees list

Before you can create and print certificates of completion for an event, you'll need to export the list of attendees for the event to a .csv file.

To export the attendee list:

1. In Trumba editing environment, navigate to the event, and then open the event edit form.
2. On the Attendees tab, under the list of attendees, click Export attendees.
3. Save the output .csv file to a known directory on your computer.

Note that all of the fields in the event template (that are associated with the event) are available in the output file. For more information, go to Export registration information for an individual event

How to create and print certificates of completion for an event

You can use features in Word to print certificates of completion for an event, based on the attendees list.

To create and print certificates of completion for an event:

1. Open Word, select File, and then click New.
2. In the Search for online templates field, type "Certificate," and then click Enter.
3. Double-click an appropriate certificate template to open it in your Word document.

   Tip You can use other templates, but note that if you apply the same variable (see step 7) multiple times in a single document (e.g. multiple badges on a single page), the repeated variable is replaced with just one value per document, rather than cycling through the values from multiple rows.

4. Select Mailings, Select Recipients, and then Use an Existing List.
5. Navigate to the .csv file you created in the procedure above, How to export an attendees list, and then click Open.

   If you see the Header Record Delimiters dialog, make no changes.

   Click OK.

6. In Word, select a field in the template that you want to replace with values from the attendee's list.

   Click the Backspace key on your keyboard to remove the placeholder in the template (leaving the field blank).

7. From the Mailings menu, click Insert Merge Field, and then click the label of the "variable" in the export spreadsheet that holds the values you want to use, such as "Name." (Note that all of the fields in the event template are available in the drop-down menu.)

   The field in the template in Word is replaced with the label of the "variable" that you selected from the list, surrounded by double angle brackets.

   Repeat steps 6 and 7 if you have other fields to replace in your template.

8. Select Finish & Merge, and then click Print Documents.
9. Select the appropriate print options, and then click OK to print.

   Certificates of completion are printed, as you've specified.