Issuing Trainee Certificates
Created by: Jeff
This tutorial will guide you through issuing certificates as a Certified Trainer in your WalletCard account.
You’ll learn how to issue certificates from both the Courses page and the Client List page.
Step One – Switch to the Correct Account
You’ll learn how to issue certificates from both the Courses page and the Client List page.
Step One – Switch to the Correct Account
At the top-left corner of the dashboard, click the account drop-down and select My Trainees.
- My Dashboard → your personal certificates
- My Trainees → used to issue certificates to trainees and link them with employers or clients
- You may also see a third option if you’re added as an Administrator on an employer account.
Once in My Trainees, issued certificates appear in the Credentials table.
Step Two – Choose Where to Issue Certificates
You can issue certificates in two ways:
- From Courses Page – for courses authorized by your training provider or employer.
- From Client List Page – for clients or job locations you manage.
We’ll cover both.
We encourage you to issue directly from client page so that the employer will also receive the credentials
Step Three – Issuing from the Courses Page
- Navigate to Courses → Issue Certificates.
2. Select the appropriate course (e.g., Counterbalanced Forklift).
3. The course name auto-fills.
4. Enter the Training Date and Expiration Date.
- Use radio buttons to select one-, two-, or three-year expiration, No Expiration, or Custom Date.
Step Four – Add Trainees and Recipients
- Click the orange Add Trainee button.
- Start typing the trainee’s name; select an existing trainee or add a new one.
- (Optional) Enter a Certification Number if you track trainees numerically.
- Add an Email Address:
- To send the certificate to the trainee only → enter the trainee’s email.
- To send to both trainee + employer → toggle Owner ON and select or add the client company.
- To send only to the employer → check No Email for trainee and enter employer email.
When all trainees are added, click Proceed to Step 2.
Note – Information from Step 1 isn’t saved until you move to Step 2.
Step Five – Review and Edit Certificates
On Step 2 Preview, verify all data before issuing.
- Click Edit to correct names, dates, or certificate numbers.
- You may mark a record as Draft to delay issuance.
- Drafts can be reopened later under Accessing Draft Credentials.
Step Six – Add Documentation (if needed)
- Attach supporting PDFs individually, or
- Use Bulk Documentation to upload files to multiple records at once.
When satisfied, click Issue Certificates at the bottom of the page.
Step Seven – View and Email Results
Issued certificates now display in your Credentials page.
- Trainees receive their email immediately.
- Employer/client emails send automatically every hour.
Step Eight – Issuing Directly from Client List Page
When training employees at a client’s site, you can issue certificates faster:
- Go to Client List → Select Client → Issue Certificates.
- Choose the course and repeat the Add Trainee steps.
- The Owner toggle is already ON for that client.
Click Issue Certificates to complete.
Step Nine – Adding New Clients
Click Add Client to include new organizations or job locations.
They’ll appear automatically on the Client List for future certificate issuance.
They’ll appear automatically on the Client List for future certificate issuance.
We encourage you to issue directly from client page so that the employer will also receive the credentials
If you encounter issues or need support, please contact WalletCard Support through your account dashboard.
If you encounter issues or need support, please contact WalletCard Support through your account dashboard.