Setup of a personalised document

Go to Configuration / Personalised documents / [first document].

In section 1., set the activation option to yes and save. Until the feature is activated, the document is not generated and is not shown to users.

To set up a second, separate document, repeat these steps under the second document entry in the same menu.

In section 2., enter the title of the document (for example Certificate of attendance). This title also appears in the configuration menu next to the document entry, so you can tell your two documents apart.

In section 3., enter the HTML template for the document. This is the body of the document that every recipient receives. Use the [PDF] and [HTML] links above the editing box to preview the current template at any time.

To personalise the document, insert any of the following placeholders into the template. Each one is replaced with the recipient's own data when the document is generated:

{firstname}   {surname}   {affiliation}

The recipient's first name, surname and affiliation.

{title}

The recipient's title (e.g. Dr, Prof.). Use {title_en}, {title_de}, etc. for a title in a specific language.

{conference-title}   {conference-dates}   {conference-venue}

The name, dates and venue of your event.

{current_date}

The date on which the document is generated.

{organiser}   {client_identification}

The name and address of the organising entity.

{user_qrcode}

A QR code that identifies the recipient.

{accepted-abstracts-for-user}

The titles of the abstracts that have been accepted for the recipient. In source mode, wrap this placeholder – together with any introductory label you want above it – in a block with the class accepted-abstracts, for example:

<div class="accepted-abstracts">and presented:<br>
    <strong><em>{accepted-abstracts-for-user}</em></strong></div>

When the recipient has no accepted abstract, the whole block – including the label above the placeholder – is hidden automatically. This lets a single template serve both presenters and attendees who have no presentation.

In section 4., upload any images you want to use in the document, such as a logo or a scanned signature. After uploading, the page lists each file together with the reference you can paste into your template to display it.

Only image file types are accepted.

If your document has a fixed visual design – for example a decorated certificate with an ornamental border, a watermark or a full-page backdrop – you do not have to place each graphic element separately. Instead you can use a single background image that fills the whole page and write your text and placeholders on top of it. This is usually much simpler than fitting several images in between or around the text: the design stays fixed, and your wording simply sits over it.

This is also the easiest way to produce printable A4 badges for the event: prepare the badge design once as a full-page background image and let the placeholders fill in each participant's details.

To do this, upload your full-page design as a single image (in the box above), then wrap the body of your template in a block that uses that image as its background. You do not need to understand the technical details that follow – if you are not comfortable with HTML and CSS, you can hand the example below to whoever assists you with technical tasks.

Example. Put everything that should appear on the page inside a block like the one below, replacing the image address with the reference shown next to your uploaded background image:

<div style="display:table; position:relative;
            background: url(https://coms.app/your-conference/documents/certificate/background.jpg) no-repeat;
            background-size: 100% 100%;
            color:#222222; padding:0; margin:0;
            height:297mm; width:100%; margin-bottom:0mm;">

    ... your text and placeholders go here, for example
    {firstname} {surname}

</div>

The parts worth knowing are:

background: url(…)

The address of your uploaded background image. Use the reference that the page shows next to the image after you upload it.

background-size: 100% 100%

Stretches the image so that it fills the whole page.

height:297mm; width:100%

Sets the block to the size of a full A4 page, so the background covers the printed page exactly. Use a different height for a different page size.

Everything you place between the opening <div …> and the closing </div> – your wording and your placeholders – then appears on top of the background image.

In section 5., you can edit the CSS that controls the appearance of the document – fonts, colours, margins and so on. Edit the style rules in the box and save. The Caladea web font is available for use in your styles.

In section 6., use the participant filter to select which users should receive the document. You can filter by the same criteria you use elsewhere when selecting participants (role, submission status, payment status, name, and so on).

The list of currently selected user-IDs is shown below the filter so you can check the selection before publishing.

In section 7., choose whether and how the generated document is displayed on the accounts of the selected users. Once enabled, each recipient finds their personalised document on their account, ready to download.

When the preview function is available, you can enter a user's ID and click [PDF]to see exactly how that user's document will look before you make it available to everyone.