Product guideDesktop web

Understand certificate types and previews

Find the certificate formats, identify a student, compare type-specific fields and recognise a preview that has not been issued.

For Administrator

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Before you begin

An authorised Admin account with access to the relevant school settings or records.
Confirm your school and academic year. Names, dates, amounts and counts in the screenshots are fictional/demo examples.

1. Find the certificate formats

Open Certificates in the Admin navigation. The page lists Bonafide, Transfer / Leaving, Character, Study, Fee Paid / No Dues, Attendance, Conduct and Custom certificates.

Use the type that matches the school’s intended document. The illustrated generator has separate stages for selecting a student, choosing a type, entering details, reviewing and issuing. This guide covers the captured fields and preview, not completed issuance.

Certificates overview with available certificate types and generator stages. — 16 October 2026 demo capture. The original also contains Certificate History below the type cards.

2. Match the student and type

The Select student screen has a name or admission-number search, a class filter and paginated results. Match the admission number and class as well as the name before proceeding.

The type-selection screen presents the same certificate families as the overview. Later examples use the demo student Aadhya Bansal, admission number ST-LKG-C-001, LKG C. They are separate type examples, not multiple issued documents.

Certificate student selection with search, class filter, admission numbers and pagination. — 16 October 2026 demo capture. The full screenshot includes the page count and Next page control.

Certificate type selection stage with eight format choices. — 16 October 2026 demo capture. Type selection precedes the details and review stages. Focused view of the unchanged original; enlarge for full context.

3. Read Bonafide, Study and Transfer details

Bonafide details display the student, admission number and class, then Issue date and Remarks. The Study Certificate example also shows Issue date and Remarks.

The Transfer / Leaving form includes an explicit notice that issuing the certificate does not withdraw the student or change enrolment status. Read that distinction before treating a certificate as a school-record change.

Bonafide Certificate details with student identity, issue date and remarks. — 16 October 2026 demo capture. No issued Bonafide certificate is shown here. Focused view of the unchanged original; enlarge for full context.

Study Certificate details showing student identity, issue date and remarks. — 16 October 2026 demo capture. This is the Study format’s details stage. Focused view of the unchanged original; enlarge for full context.

Transfer or Leaving Certificate details with the enrolment-status notice. — 16 October 2026 demo capture. The screen states that issuing does not withdraw the student; withdrawal is a separate workflow. Focused view of the unchanged original; enlarge for full context.

4. Distinguish Character and Conduct

Character and Conduct appear as separate formats. Both captured detail forms show the student, Issue date and Remarks.

The visible guidance requires a factual conduct statement verified by the issuing administrator. A blank remarks box is not a verified statement or completed certificate.

Character Certificate details with the factual conduct-statement guidance below Remarks. — 16 October 2026 demo capture. The required statement has not been entered in this capture. Focused view of the unchanged original; enlarge for full context.

Conduct Certificate details with issue date and remarks fields. — 16 October 2026 demo capture. A separate Conduct format; no final document or issuance is captured. Focused view of the unchanged original; enlarge for full context.

5. Separate payment evidence from no-dues clearance

Fee Paid / No Dues contains two choices. Payment certificate describes verified recorded payments only and explicitly says it does not certify no-dues clearance. It has Period from and Period to fields.

No Dues instead asks for a Cleared through month. Its notice includes earlier academic years and says the current month requires full billing confirmation. Review fee clearance is available if the process is blocked.

Do not interpret selecting No Dues as proof that the student’s account is cleared. The form is not a successful clearance report.

Payment certificate form with period range and warning that it does not certify no dues. — 16 October 2026 demo capture. Payment and clearance are distinct claims. Focused view of the unchanged original; enlarge for full context.

No Dues certificate form with Cleared through month and Review fee clearance. — 16 October 2026 demo capture. The form’s billing guidance is visible; a successful no-dues outcome is not. Focused view of the unchanged original; enlarge for full context.

6. Read Attendance and Custom fields

Attendance Certificate has Issue date, Period from, Period to and Remarks. The selected date range matters; this form does not verify an attendance calculation or an issued total.

Custom Certificate adds Custom title and Certificate text, alongside the issue date and remarks. The blank fields show where school-specific wording belongs, not approved content for every school.

Attendance Certificate form with issue date and period-from and period-to fields. — 16 October 2026 demo capture. The date range is blank, and no generated attendance totals are shown. Focused view of the unchanged original; enlarge for full context.

Custom Certificate form with custom title, certificate text and remarks. — 16 October 2026 demo capture. Reference for the visible fields only. Focused view of the unchanged original; enlarge for full context.

7. Recognise the review stage

The Bonafide review capture displays the school identity, student details, academic year, certificate wording and spaces for a seal and authorised signature. It is explicitly marked “Preview – not issued”.

The review checkbox is unchecked and Issue certificate is visible below it. Neither the preview nor that button proves a PDF was issued, saved to history or downloaded.

Bonafide review preview marked Preview not issued with unchecked review confirmation. — 16 October 2026 demo capture. This is the only reviewed certificate-preview outcome in the current screenshot set. Focused view of the unchanged original; enlarge for full context.

8. Understand the history area

Certificate History has a search and type filter. This screenshot says No certificates issued yet.

An empty history is consistent with a preview that has not been issued. The page describes future history and downloads, but this capture does not verify those outcomes.

Certificate History with type filter and No certificates issued yet empty state. — 16 October 2026 demo capture. Same original as the overview, focused on the history panel. Focused view of the unchanged original; enlarge for full context.

Keep exploring

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