1. Getting Started
1.1 Welcome to Issuenix
Issuenix is a comprehensive digital certificate management platform that helps you create, manage, and verify digital certificates with ease. Our platform is designed for organizations of all sizes, from small businesses to enterprise-level companies.
Quick Start Checklist
- ✓ Create your account
- ✓ Verify your email address
- ✓ Complete your organization profile
- ✓ Create your first certificate template
- ✓ Issue your first certificate
1.2 System Requirements
Issuenix is a web-based platform that works on all modern browsers. For the best experience, we recommend using the latest versions of Chrome, Firefox, Safari, or Edge.
Supported Browsers: Chrome 90+, Firefox 88+, Safari 14+, Edge 90+
Internet Connection: Stable internet connection required
Screen Resolution: 1024x768 minimum (1920x1080 recommended)
1.3 First Steps Tutorial
Follow our step-by-step tutorial to get familiar with the platform. This interactive guide will walk you through creating your first certificate template and issuing certificates to recipients.
2. Account Setup
2.1 Creating Your Account
Setting up your Issuenix account is quick and straightforward. You can sign up using your email address or through single sign-on (SSO) with Google or Microsoft.
Pro Tip: Use your organization's domain email for better integration with team features.
2.2 Email Verification
After signing up, you'll receive a verification email. Click the link in the email to activate your account. If you don't receive the email, check your spam folder or request a new verification email.
2.3 Organization Profile
Complete your organization profile by adding your company name, logo, address, and other relevant information. This information will be used on your certificates and helps establish credibility with recipients.
3. Certificate Management
3.1 Creating Certificates
Learn how to create individual certificates or use bulk issuance for multiple recipients. Our intuitive interface makes it easy to add recipient information, customize content, and generate professional certificates.
Individual Certificates
Perfect for single recipients or custom certificates
Bulk Issuance
Efficient for multiple recipients using CSV import
3.2 Certificate Verification
Every certificate issued through Issuenix comes with a unique verification code and QR code. Recipients and third parties can verify certificate authenticity using our public verification system.
3.3 Managing Certificate Records
View, search, and manage all your issued certificates from the dashboard. You can filter by recipient, date, template, or status to quickly find specific certificates.
4. Templates & Customization
4.1 Using Pre-built Templates
Choose from our library of professionally designed templates for various certificate types including completion certificates, achievement awards, training certificates, and more.
4.2 Custom Template Design
Create custom templates that match your brand identity. Upload logos, adjust colors, modify layouts, and add custom fields to create unique certificate designs.
4.3 Template Management
Organize and manage your template library. Create folders, set default templates, and share templates across your organization for consistent branding.
5. Team & Organization
5.1 Inviting Team Members
Add team members to your organization and assign appropriate roles and permissions. Control who can create, edit, or issue certificates based on your organizational structure.
5.2 Role-Based Permissions
Set up role-based access control with predefined roles like Admin, Manager, and Issuer. Customize permissions to match your workflow and security requirements.
5.3 Organization Settings
Configure organization-wide settings including branding, default templates, notification preferences, and integration settings.
6. Billing & Subscriptions
6.1 Subscription Plans
Choose from our flexible subscription plans designed for different needs and organization sizes. Compare features and pricing to find the plan that best fits your requirements.
6.2 Payment Methods
We accept major credit cards, PayPal, and bank transfers. Set up automatic billing or pay manually as needed. All transactions are secure and encrypted.
6.3 Invoicing and Receipts
Access your billing history, download invoices, and manage payment receipts from your account dashboard. Set up automated invoice delivery for your accounting department.
7. Security & Privacy
7.1 Data Security
Your data is protected with enterprise-grade security measures including SSL encryption, secure data centers, and regular security audits. We follow industry best practices for data protection.
7.2 Two-Factor Authentication
Enhance your account security by enabling two-factor authentication (2FA). Use authenticator apps or SMS verification for an additional layer of protection.
7.3 Privacy Controls
Control who can access your certificates and data. Set privacy levels for certificates, manage public verification settings, and configure data retention policies.
8. API & Integrations
8.1 REST API Overview
Integrate Issuenix with your existing systems using our comprehensive REST API. Automate certificate issuance, manage templates, and access certificate data programmatically.
8.2 Authentication & API Keys
Generate and manage API keys for secure access to our API endpoints. Configure rate limits and access permissions for different API keys.
8.3 Webhooks
Set up webhooks to receive real-time notifications when certificates are issued, verified, or when other events occur in your account.
9. Troubleshooting
9.1 Common Issues
Certificate not generating properly
Check template formatting and ensure all required fields are filled
Email delivery issues
Verify recipient email addresses and check spam folders
9.2 Error Messages
Understanding common error messages and how to resolve them. Find solutions to authentication errors, file upload issues, and API-related problems.
9.3 Performance Optimization
Tips for optimizing your certificate workflow, improving bulk issuance performance, and managing large template files efficiently.
10. Contact Support
10.1 Support Channels
Live Chat
Get instant help from our support team
Available 24/7
Email Support
Send detailed questions and get comprehensive answers
Response within 24 hours
10.2 Before Contacting Support
To help us assist you more effectively, please have the following information ready:
- • Your account email address
- • Description of the issue you're experiencing
- • Steps you've already tried to resolve the issue
- • Screenshots or error messages (if applicable)
- • Browser and operating system information
10.3 Support Hours
Live Chat: Available 24/7
Email Support: Monday-Friday 9AM-6PM EST
Phone Support: Available for Enterprise customers
Emergency Support: Available for critical issues