How to generate a pdf of credentials
The steps for generating a pdf / sending emails of credentials are:
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Create an event.
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Create a credential type.
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On the credential type detail page, there is an option that indicates 'Upload excel file', click on that link.
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Select the option 'Only generate credentials'.
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Upload the excel file to the platform. This file to be uploaded must follow a specific structure, so it is necessary to download the template.
Download the excel template from this link, fill in the fields as you see fit, upload the excel.
Remember that you can include in the QR column the texts you want to display in the QR, although keep in mind that if you fill in that column, there may be problems if you validate with our app, as bikubo does not automatically assign the QR locators.
The observations column in the excel file is used so that what is written there is displayed in the validation. For example, if for an attendee you put as an observation 'Alert organization when validated', this message will be displayed in the validator of our app.
Fields 1 to 20 of the excel correspond to those you have registered in the credential, so that if you have selected field 1 and assigned a text to be displayed on the credential, the content of that field will be painted on it. In addition, whether or not you have included one of the nine fields in the credential, it is saved in the database, and subsequently the fields are shown in the attendance report, and likewise are useful for searches in the attendee list.
You can generate a maximum number of credentials equal to your available electronic credential balance. After generation, the generated credentials are available in the 'PDF list' collectively, and individually in the 'attendee list'. If you need more credentials, you can purchase them.
The system will perform a series of checks, which may show you warnings (which allow you to proceed although it is advised to correct them if necessary), errors (the system will not let you proceed and you should correct them) or if everything is correct.
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To view the pdf, click on Menu => Events => Active => Title of the event in question => Credential list => Credential type in question (option – PDF list). There the download link is shown.
From bikubo we control the number of times the rar files containing the pdf are downloaded, and the time availability of the rar, to optimize traffic and system performance. We advise you to save the pdf in a safe place. For any problems in this regard you can send an email to admin@bikubo.com.
The generation performed with this process results in credentials sized to the size indicated in the registration of the credential type.