Previewing Credentials

Written By Vik

Last updated 1 day ago

Once you've completed the first phase; adding recipients; the next critical step in the Wauld credential issuance flow is Previewing Credentials. This stage allows you to review every single credential before they are sent to recipients, giving you full control over formatting, content accuracy, and layout consistency.

Wauld makes it easy to catch errors, confirm personalization, and ensure a professional presentation; because once credentials are issued, they represent both your organization’s reputation and the recipient’s achievement.

New here? If you haven't yet added recipients, start with the visiting Adding Recipients (Manual, Bulk CSV)

Navigation to Preview Credentials

Follow these steps to reach the credential preview screen:

  1. Go to Engagements from the left-side navigation bar.

  2. In the Engagement List View, select the engagement under which you want to issue credentials.

  3. You’ll land in the Engagement Details View. Click on the document you wish to issue credentials for.

  4. In the Document Details View, click the Issue Credentials button at the top-right.

  5. You’ll now enter the Add Recipients screen. After adding all recipients, click the “Preview Credentials” button (top-right).

Previewing is only available after at least one recipient is added.

How to Preview a Credential

Wauld provides a real-time, instant preview of how each credential will appear to the recipient:

  1. On the Preview Credentials screen, a list of all added recipients is shown on the left.

  2. Click on any recipient’s name to view their credential.

  3. A live preview of the actual issued document (with their personalized data) will appear on the right-hand side.

  4. You can scroll through multiple recipients easily and check their preview for:

    • Spelling errors

    • Attribute mismatches

    • Formatting or layout issues

    • Missing fields or design inconsistencies

The preview is generated from your actual design; what you see here is exactly what the recipient will receive.

Searching for Recipients

If you've added a large number of recipients, manually scrolling to find someone can be cumbersome. Use the built-in Search feature:

  1. Locate the search bar at the top of the recipient list on the Preview screen.

  2. Start typing the recipient’s name or email address.

  3. As you type, the system will dynamically filter the list to show only the recipients that match your input. The filtering happens instantly; no need to press enter.

  4. Click on the recipient entry to view their preview instantly.

Making Changes After Preview

One of Wauld’s biggest strengths is the flexibility it gives you during the preview stage. If you spot anything that doesn’t look right — whether it's:

  • A spelling mistake in recipient data

  • A misaligned design element

  • An incorrect attribute value

  • A missing or outdated field

You can click the Back button (top-left of the preview screen) to return to the Add Recipients screen or your Document Design editor.

Make the changes, then return to the Preview screen to see the updates. This process can be repeated as many times as needed; Wauld encourages review and perfection.

Once You're Satisfied: Move to Issuance Options

After previewing all credentials and ensuring everything is in place:

  1. Click the “Issuance Options” button in the top-right corner of the preview screen.

  2. You'll be taken to the final configuration stage before sending out the credentials.

To learn what options are available for delivery and permissions, visit Issuance Options