Managing and Editing a Document

Creating a document is just the beginning. As you build and grow your credentialing initiatives, you'll likely need to revisit your documents to update content, make layout adjustments, fix typos, or remove drafts that no longer serve a purpose.

Wauld empowers you to manage your documents effortlessly, with features designed to give you full control over your credentialing workflow; ensuring recipients always receive polished, accurate, and branded credentials.

If you're new to document creation, we recommend starting here: Create a Document

Viewing and Accessing Documents

To edit or manage a document, first locate it within its engagement:

Step-by-step Navigation:

1. Click “Engagements” in the left-side navigation bar.

2. You’ll land in the Engagement List View, where each engagement card shows:

   • Engagement Name

   • Engagement Type

   • Date Created

   • Number of Documents Created

   • Total Credentials Issued

3. Click on the engagement containing the document you want to manage.

4. This opens the Engagement Details View, which displays:

   • Engagement name, type, and description

   • A Gallery View of all documents under that engagement

   • Buttons to Create Document or Download Engagement Report

5. Click on the document you wish to manage. You’ll now land in the Document Details View.

Inside the Document Details View

Here, Wauld gives you full visibility into the document and how it’s performing. You’ll find:

Document Statistics

Once credentials have been issued, you'll also see:

• Issued Credentials: Total number of recipients issued.

• Open Rate: % of issued credentials opened by recipients.

• Share Rate: % of credentials shared via social or links.

• Views Per Share: Average number of views each shared credential received.

• Clicks: Number of times Issuer's website is clicked by recipients and third parties on the credential view.

• Verification Count: How many times credentials have been verified by recipients and third parties.

These insights help you evaluate recipient engagement and overall credential reach; essential for internal reporting and stakeholder confidence.

Editing a Document (General Info)

Need to rename your document, update recipient type, or fix initial setup?

How to Edit Document Details:

1. From the Document Details View, click the Edit Document button in the top-right corner of the details container.

2. This opens a simple form where you can:

   • Edit the Document Name

   • Change the Recipient Type (Individual / Organization)

Note: You cannot change the document type (e.g., from “Badge” to “Certificate”) once it’s created. If needed, create a new document.

3. After making your edits:

   • Click Save to confirm.

   • Click Cancel to discard changes.

Editing the Design

To update the visual layout, branding, or text:

1. From the Document Details View, locate the Edit Design button above the document preview.

2. Click it to open the Design Studio.

3. Make your changes; from fonts, images, and colors to attributes and signature placements.

For more help using Wauld’s powerful design editor, visit Introduction to Design and Branding

Deleting a Document

Sometimes you may want to delete a document draft; maybe it was created in error or is no longer needed. Wauld allows deletion only if no credentials have been issued from it, to ensure the security and traceability of issued credentials.

1. Go to the Document Details View.

2. Locate the Delete button (top-right, next to “Issue Credentials”).

3. Click it — a warning modal will appear.

4. In the modal:

   • Click Confirm to permanently delete the document.

   • Click Cancel to abort.

Once deleted, the document cannot be recovered. Make sure it’s no longer needed before deleting.

What’s Next?

Once you’ve finalized your edits, you’re ready to move into issuing credentials, visit Introduction to How to Issue Credentials