At the heart of Wauld is one core mission: empowering organizations to issue credentials that recipients trust, value, and proudly showcase. Whether you're a training institution, a company running upskilling programs, or a certification authority; credential issuance and management is the central engine of your success on Wauld.

This article is your master guide for how to issue beautifully branded credentials and manage them seamlessly after they’re issued. Wauld not only lets you control the process end-to-end—it ensures that your recipients have a trustworthy and exceptional experience.

We’ll walk through both phases:

1. Issuing credentials - Create document templates, add recipient data, configure delivery and expiry, and issue.

2. Managing credentials - Track who received what, process recipient change requests, resend, void, edit, and audit every credential.

Before we dive in, here’s why organizations love issuing credentials through Wauld:

• Custom-branded designs that showcase your identity

• Instant previews before issuing—no surprises

• Flexible delivery options (email or manual download)

• Easy change request handling from recipients

• Credential audit logs and status tracking for compliance and confidence

Phase 1: Issuing Credentials

Step 1: Designing Your Credential

Build trust through great design. Before issuing anything, make it memorable and meaningful.

The journey of a credential begins with its design; this is where the value, trust, and identity of your organization come to life. In Wauld, designing isn’t just about visual appeal; it’s about showcasing your brand, communicating achievement, and building lifelong trust between you and the recipient.

Credential design in Wauld happens in two seamless stages:

1. Creating a Document – This is your credential’s structure: name, type, and layout canvas.

2. Designing & Branding – This is where your document becomes visually compelling with upload tools, logos, colors, and recipient-specific attributes.

Creating a Document – The Foundation of Every Credential

In Wauld, documents are subsets of engagements; they define the structure, format, and recipient data required to issue credentials. Before issuing any credential, you must first create a document within the relevant engagement.

A document acts as the blueprint for credential issuance. It includes:

• Document Name

• Document Type and Recipient Type

• A selected template that determines the credential’s design and layout

To learn more, visit Create a Document .

By creating a document, you're defining how credentials will look, what they represent, and how they’ll be delivered; making it a crucial step in your credentialing workflow.

Designing & Branding – Your Credential, Your Brand

Wauld’s Design Studio is built from the ground up for flexibility, creativity, and brand control. Whether you want a minimalist certificate or a vibrant badge, you can bring your exact vision to life — no design experience required.

Here’s what you can do in the Design Studio:

• Add & Style Text

  • Add custom text boxes onto your credential

  • Choose from a wide range of fonts, sizes, colors, and alignments

  • Perfect for titles, headings, dates, designations, or any custom message

• Upload Images & Backgrounds

  • Upload your own certificate background to match your brand

  • Add images and logos (PNG, JPEG) wherever needed

  • Control positioning, scaling just like a design tool

• Add Signatures

  • Upload authorized signatures to make your credential official

  • Drag, resize, and place exactly where you want them

  • Add multiple signatures (e.g., Program Director, Dean)

• Add Verification Elements

  • Add Verification QR Codes – these automatically link to a credential’s verification page

• Add Badge Graphics

  • Issue digital badges alongside your certificates

  • Add icons, elements, and layered designs that fit badge formats

  • Support for rectangular and square layouts

• Insert Dynamic Fields (Attributes)

  • Map placeholders for recipient data:

    • Name, Email, Course Title, Completion Date, Score, etc.

  • These fields pull from recipient data during issuance

  • Supports custom attributes for any scenario

• Customize Everything

  • Choose your brand colors for every element

  • Set text color, border color, background overlays, and more

  • Match fonts to your brand guidelines

  • Pixel-perfect positioning for high-quality output

A well-designed credential isn't just a formality; it's a powerful digital asset. It reflects your standards, boosts brand recall, and builds instant credibility with employers, verifiers, and the recipients themselves.

With Wauld, your credentials aren’t just professional; they’re beautiful, consistent, and trustworthy.

To learn more about how to design a credential, visit Introduction to Design and Branding

Step 2: Issuing Credentials to recipients

From design to delivery; create, configure, and issue credentials that recipients trust and share.

Issuing credentials in Wauld is a structured yet remarkably intuitive process. We’ve built it to ensure speed, accuracy, and control, while preserving the personal touch of branded, verifiable digital credentials.

Whether you're a small team issuing certificates to 10 recipients or an institution awarding 10,000 credentials at once, Wauld’s issuing engine is scalable, secure, and beautifully simple.

This phase includes three core steps:

1. Adding Recipients – Who will receive the credentials? Import them with ease.

2. Previewing Credentials – Ensure every credential looks perfect before sending.

3. Configuring Issuing Options – Choose delivery method, recipient permissions, and expiry.

For a detailed step-by-step breakdown of the entire credential issuance process, visit Introduction to How to Issue Credentials

Adding Recipients – Easy, Fast, and Scalable

After you've created your document template and designed your credential, the first real step toward issuing is adding recipients.

Wauld gives you two powerful ways to add recipients:

• Manual entry for small batches

• Bulk CSV import for high-volume issuing

No matter which method you use, Wauld ensures you map recipient data accurately to your document fields.

Why this matters:
Adding recipients efficiently allows you to scale your credential issuance process. No more copying from spreadsheets or worrying about field mismatches; Wauld handles the structure for you.

Previewing Credentials – Eliminate Surprises

Before you hit “Issue Credentials,” Wauld lets you preview the credential for every recipient. This is your safety net; your moment to catch errors, review layouts, and make data-driven decisions.

With real-time previews, you can:

• Quickly scroll or search for specific recipients

• Instantly view how each credential will appear

• Go back and fix any data or design issues before issuance

Why this matters:
Previews give you peace of mind. There’s no guesswork or accidental misprints. You’re in control, and recipients get a polished, error-free credential every time.

Configuring Issuance Options – Deliver with Precision

This is where Wauld truly shines. Once your recipients are added and the credentials look good, it's time to choose how credentials are delivered, what recipients can do with them, and when they expire.

You can:

• Send credentials via email (instant delivery, automated notifications)

• Download credentials for manual distribution

• Enable or restrict recipient actions, such as:

  • Sharing the credential

  • Adding to LinkedIn

  • Downloading as PDF

• Set expiry rules:

  • Never expires

  • Expires after a set duration

  • Expires on a specific date

Why this matters:
These configurations let you tailor the experience per use case. For example, training programs may want LinkedIn sharing enabled, while internal compliance certificates might have an expiry date and download-only access.

Why Wauld Makes Issuing Better

Other platforms might require 5+ tools and manual processes to get this done. Wauld brings it all together:

• Unified design, data, and delivery pipeline

• Preview-driven corrections before mistakes reach recipients

• Secure, traceable, and branded credentials that recipients love

• Actionable control over each credential, even after issuance

Once you’ve previewed and configured everything, click “Issue Credentials.” That’s it — your credentials are now live, sent, and traceable.

To follow the full step-by-step guide, visit Introduction to How to Issue Credentials

Phase 2: Managing Credentials After Issuance

Issuing credentials is just the beginning. Wauld gives you powerful tools to manage them efficiently throughout their lifecycle.

View Recipients and Their Credentials

From the Recipients section, you can:

• Search and filter recipients

• View all credentials issued under a workspace

• See credential status (issued, voided, expired, etc.)

• Add private notes about each recipient

• Quickly access recipient details and past activity

Manage Change Requests

Recipients often need updates; name corrections, expiry extensions, etc. Wauld offers a built-in Change Request flow that is secure, trackable, and easy to manage.

• See all pending change requests in one list

• View submitted documents and descriptions

• Approve and reissue credentials automatically

• Reject with reason (email sent to the recipient)

Credential Actions You Can Take

For any issued credential, Wauld gives you admin-level control:

To learn more about managing credentials, visit Introduction to Recipient Section

From beautiful design to efficient delivery, from recipient management to change request resolution, Wauld brings everything into one streamlined platform. Issuing credentials isn’t just a task anymore; it’s a branded experience that builds long-term trust.

Each feature of Wauld is built with intention; to save time, reduce errors, increase professionalism, and make credentialing a powerful part of your brand identity.