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Version: v6

Charlie Certificate Template: How to Install and Configure

A look at the Charlie certificate in A4 Portrait and Landscape mode

Charlie is a single-page PDF certificate for Gravity PDF and Gravity Forms. It offers a clean, subtle design that's perfectly suited for business or medical professionals. Charlie is a premium Gravity PDF template and can be purchased from the PDF Template Shop. This guide will walk you through installing and configuring Charlie to its full potential.

Installation

Please follow our installation guide, which provides instructions for setting up and configuring your premium template.

Limitations

Charlie can be used with all Gravity Forms and you can display your form data in the certificate using Gravity Forms Merge Tags. All paper sizes are supported out of the box, but for the best results you will need to adjust the Font Size up or down to suit the size of the paper you choose (refer to the Recommended Font section for the best font and size to use with A4 or Letter paper). The certificate design and color scheme are fixed and cannot be changed.

Configuring

All PDF templates have common settings that can be configured, such as font, security and PDF attachments, and we recommend reviewing the PDF setup guide to get a better understanding of all the available settings. All template-specific configuration is done from the Template tab, and below you'll find detailed information about each option available in Charlie, what it does and how it alters the generated PDF.

The Charlie PDF Certificate with numbers from 1-11 that represent the corresponding PDF setting The position of each PDF setting in the certificate (see below)

Organization Details

Logo (1)

  • This image is positioned in the top-center of the certificate.
  • An image 500px wide will be a suitable resolution in most cases. To ensure your PDF generates quickly and the PDF file size stays small, we recommend using an image under 1MB (the smaller the better).
  • If a Business Name is not provided, the available space for the logo will be slightly increased
  • Defaults to an empty value

Business Name (2)

  • Enter the name of the company or establishment to be displayed in the area just below the Logo
  • If a Logo is not provided, the Business Name will use a larger font size and weight to make it stand out
  • Defaults to an empty value

Certificate Configuration

info

For the best results it is recommended you use ALLCAPS for the Title, Subtitle, and Introduction settings.

Title (3)

  • The title of the certificate that is displayed below the Business Name. Merge Tags are supported.
  • Defaults to "CERTIFICATE"

Subtitle (4)

  • This text is displayed below the Title. It describes what type of certificate is being used in the document eg. appreciation, excellence, honor
  • Defaults to "OF APPRECIATION"

Introduction (5)

  • This text is displayed below the Subtitle. It is the introduction line for the Awardee Name.
  • Defaults to "THIS CERTIFICATE IS PROUDLY AWARDED TO"

Awardee Name (6)

  • This text is displayed below the Introduction. It displays the name of the person receiving the certificate. Merge Tags are supported.
  • Defaults to an empty value and in 99% of cases you will use merge tags to add the awardee name.

Additional Information (7)

  • This text is displayed below the Awardee Name. Use the full-featured Rich Text Editor to supply/format a brief description of why the recipient is receiving the certificate. Merge Tags are supported.
  • Defaults to an empty value

Date (8)

Date Label (9)

  • The Date setting label to be used in the certificate.
  • Defaults to "DATE"

Signatory Details

Signature (10)

  • Upload an image of your signature in JPG, PNG, or GIF format (a transparent PNG will give the best results)
  • An image 250px wide will be a suitable resolution in most cases. To ensure your PDF generates quickly and the PDF file size stays small, we recommend using an image under 200kb.
  • Defaults to an empty value

Signature Label (11)

  • The Signature setting label to be used in the certificate. It is recommended to use the full name of the signatory (i.e the person who is signing the certificate).
  • Defaults to "SIGNATURE"

Open Sans L Li Sb Sbi, or Open Sans for short, is a free sans serif typeface created by Steve Matteson from Ascender Corp. It is highly legible and includes characters for Latin, Greek and Cyrillic alphabets. The font works best at 16pt when using A4 or Letter paper. Set the PDF font and size in the Appearance tab.

Other Fonts

Charlie makes use of the open source font Lora for the Title, Subtitle, and Awardee Name, and this font cannot be changed via the UI.

Viewing PDF

Once you've saved your new PDF, you can view it from the Gravity Forms Entries List page. Just remember to fill out and submit your form if the entry list is empty.