Easily Generate Certificates using Google Sheets

Table of Contents

1. Introduction
2. Creating a Certificate Template in Canva
3. Creating a Presentation Template in Google Slides
4. Adding Text to the Certificate Template
5. Importing Employee Data from Google Sheets
6. Setting up Document Studio
7. Creating a New Workflow in Document Studio
8. Selecting the Data Source
9. Generating Certificates for All Employees
10. Saving Certificates in Google Drive
11. Sending Certificates via Email
12. Conclusion

Creating Personalized Certificates in Bulk using Google Sheets and Document Studio

In this tutorial, I will show you how to create personalized certificates in bulk using Google Sheets and Document Studio. Document Studio is a versatile Google add-on that allows you to do a lot more with Google Sheets and Google Forms. You can create invoices, personalize certificates, send emails, create tasks inside Trello, and much more. The source code of the add-on has been audited and is 100% compliant with all Google API policies.

1. Introduction

Introduction to the tutorial and the purpose of creating personalized certificates.

2. Creating a Certificate Template in Canva

Explanation of how to create a certificate template using Canva.com, which offers a wider selection of certificate templates. Steps to modify the template, remove unnecessary elements, and download it as a PNG image.

3. Creating a Presentation Template in Google Slides

Guide on creating a presentation template in Google Slides. Steps to resize the page size to match the dimensions of the Canva template image and set the downloaded image as the background of the slide.

4. Adding Text to the Certificate Template

Instructions on adding a text box to the certificate template in Google Slides. Guidance on formatting the text, choosing fonts, and ensuring the autofit option is enabled.

5. Importing Employee Data from Google Sheets

Demonstration of how to access the Google Sheet containing the employee data. Highlighting the column with the employee names, which will be used to personalize the certificates.

6. Setting up Document Studio

Explanation of how to access and install Document Studio as a Google Sheets add-on. Instructions for launching Document Studio from the Extensions menu.

7. Creating a New Workflow in Document Studio

Step-by-step process of creating a new workflow from scratch in Document Studio. Naming the workflow to describe its purpose and choosing the workbook in Google Sheets that contains the source data.

8. Selecting the Data Source

Instructions on selecting the data source for generating certificates. Options for generating certificates based on specific criteria or processing all rows.

9. Generating Certificates for All Employees

Explanation of how to generate certificates for every employee listed in the Google Sheet. Demonstrating the use of markers and selecting the certificate template created in Google Slides.

10. Saving Certificates in Google Drive

Guidance on selecting the destination folder in Google Drive for saving the generated certificates. Mentioning the option to save files in "My Drive" or shared drives, and the ability to create subfolders within the destination folder.

11. Sending Certificates via Email

Instructions on sending the generated certificates via email to the respective employees. Discussing the choice of email service providers, with a focus on Gmail due to its ease of configuration.

12. Conclusion

A recap of the tutorial and the benefits of using Document Studio for creating personalized certificates in bulk. Encouragement to explore the various features and workflows offered by the add-on.

Pros:

• Efficient way to create personalized certificates in bulk
• Versatile add-on with multiple functionalities
• User-friendly interface and integration with Google Sheets and Google Forms
• Compliance with Google API policies

Cons:

• Limited customization options for certificate templates
• Dependency on Google Sheets and Google Drive

Highlights

• Create personalized certificates in bulk using Google Sheets and Document Studio.
• Customize certificate templates in Canva.com and Google Slides.
• Import employee data from Google Sheets to personalize certificates.
• Generate and save certificates in Google Drive.
• Send personalized certificates via email using Gmail.
• Document Studio is a versatile and compliant Google add-on.

FAQ

Q: Can I use any template design for my certificates? A: Yes, you can choose from a wide range of certificate templates available in Canva.com.

Q: Is Document Studio compliant with Google API policies? A: Yes, the source code of Document Studio has been audited and is 100% compliant with all Google API policies.

Q: Can I save the generated certificates in different file formats? A: Yes, you can choose to save the certificates in formats such as PNG, Google Slides, or PDF.

Q: Do I need to manually customize each certificate? A: No, Document Studio automatically populates the certificates with the employee names from the Google Sheet.

Q: Can I send the generated certificates to external recipients? A: Yes, you can specify email addresses to send the certificates to, including those outside your organization.