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Help & Documentation

Everything you need to know about using EpiCredible's digital credential platform. Find guides, tutorials, and answers to common questions.

Quick Navigation

Getting Started

Creating Your Account

  1. Visit our registration page
  2. Enter your organization details and contact information
  3. Verify your email address
  4. Complete your profile setup
  5. Start creating your first credential template

Setting Up Your Organization

  • Upload your organization logo and branding assets
  • Configure your default credential templates
  • Set up user roles and permissions
  • Connect your email service for credential delivery

Issuing Credentials

Creating Credential Templates

Templates define the structure and design of your credentials. Here's how to create one:

  1. Navigate to the Templates section in your dashboard
  2. Click "Create New Template"
  3. Choose a template type (certificate, badge, diploma, etc.)
  4. Design your credential layout with our drag-and-drop editor
  5. Add dynamic fields for recipient information
  6. Customize colors, fonts, and branding elements
  7. Save and activate your template

Issuing Individual Credentials

  1. Select a credential template
  2. Enter recipient information (name, email, etc.)
  3. Add any additional custom fields
  4. Set issuance date and expiration (if applicable)
  5. Preview the credential
  6. Click "Issue Credential" to send

Bulk Credential Issuance

For issuing multiple credentials at once:

  1. Prepare a CSV file with recipient data
  2. Upload the file through the bulk issuance tool
  3. Map CSV columns to credential fields
  4. Review and validate the data
  5. Set issuance parameters
  6. Process the bulk issuance

Managing Credentials

Credential Dashboard

Your credential dashboard provides a comprehensive view of all issued credentials:

  • Card View: Visual representation of credentials with recipient photos
  • Table View: Detailed list with search and filtering options
  • Group Management: Organize credentials by programs or categories
  • Status Tracking: Monitor delivery and verification status

Credential Actions

Individual Actions

  • • View credential details
  • • Re-issue to recipient
  • • Toggle public/private status
  • • Download credential PDF
  • • Revoke credential

Bulk Actions

  • • Export credential data
  • • Update credential status
  • • Send reminder emails
  • • Generate reports

Credential Verification

How Verification Works

EpiCredible provides multiple ways to verify the authenticity of credentials:

  1. Unique Verification Links: Each credential has a unique URL for verification
  2. QR Code Scanning: Physical credentials include QR codes for instant verification
  3. Blockchain Verification: Advanced security through blockchain technology
  4. API Integration: Programmatic verification for enterprise systems

Using the Verification Tool

To verify a credential:

  1. Visit our verification page
  2. Enter the credential ID or scan the QR code
  3. View the verification results
  4. Check credential details and issuer information

Branding & Customization

Customizing Your Brand

  • Logo Integration: Add your organization logo to all credentials
  • Color Schemes: Customize colors to match your brand guidelines
  • Typography: Choose from various fonts and styles
  • Backgrounds: Select from professional backgrounds or upload custom ones
  • Borders & Frames: Add decorative elements to enhance appearance

Template Design Tips

  • Keep designs clean and professional
  • Ensure text is readable at different sizes
  • Use high-quality images and logos
  • Test how credentials look when printed

Analytics & Reports

Key Metrics

Issuance Analytics

  • • Total credentials issued
  • • Credentials by program/group
  • • Issuance trends over time
  • • Popular credential types

Engagement Analytics

  • • Verification rates
  • • Social media shares
  • • Email open rates
  • • Recipient engagement

Generating Reports

  1. Navigate to the Analytics section
  2. Select the report type you need
  3. Choose date range and filters
  4. Generate the report
  5. Export as PDF, CSV, or Excel

Frequently Asked Questions

How secure are the credentials?

EpiCredible uses advanced encryption and blockchain technology to ensure credential security. Each credential has a unique identifier and can be verified instantly.

Can I revoke a credential after issuing it?

Yes, you can revoke credentials at any time. Revoked credentials will show as invalid when verified.

What file formats are supported for credential export?

Credentials can be exported as PDF, PNG, or JPG files. Bulk data can be exported as CSV or Excel files.

How do I integrate EpiCredible with my existing systems?

EpiCredible provides REST APIs for seamless integration with your existing LMS, HR systems, or other platforms.

Is there a limit on the number of credentials I can issue?

Limits depend on your subscription plan. Contact us for enterprise pricing and unlimited issuance options.

Can recipients share their credentials on social media?

Yes, recipients can share their credentials on LinkedIn, Twitter, and other social platforms. You can control sharing permissions in your settings.

Need More Help?

Contact Our Support Team

Can't find what you're looking for? Our support team is here to help.