Add and Configure Personal Information Fields

Personal information fields are dynamic fields on the credential design that contain personal information from the applicant after enrollment. The name of the field appears in the enrollment form as the name of the field.

Preparation Notes:

Before configuring personal information fields on the credential design, consider the following guidelines:

  • Assess the type of information you need to aquire from the applicant.
  • Determine the best name for each piece of information so that the operator understands what information is required for the field. Use this as the field label.
  • If you are adding a text field for the applicants and are planning on issuing Mobile Flash Passes, ensure that the text field contains the applicant's full name. For more information on Mobile Flash Passes, refer to Design Mobile Flash Passes.
  • To include information in the enrollment record but not include that information on the credential, place fields outside of the design area of a credential design.

Steps:

  1. Create a new credential design or open an existing credential design.
  2. Add and configure a Text Text Field field.
    1. Select a layer from the Layers pane.
    2. Click Text Text Field then click on the Credential Design. Instant ID as a Service places the Text field at that spot and displays the Text Field Properties pane.
    3. Enter a name for the field in the Name field. Instant ID as a Service also uses this as the name of field on the enrollment form.
    4. Enter text in the Sample Data field. This text is the placeholder for the data entered during enrollment.
    5. Set the size, position, appearance, and color using the Text Field properties. For more information on the Text Field properties, refer to Text Field Properties.
  3. Add and configure a Date field. Use a Date field to allow the operator to enter a date during enrollment.
    1. Select a layer from the Layers pane.
    2. Click Date then click on the Credential Design. Instant ID as a Service places the Date field at that spot and displays the Date Field Properties pane.
    3. Type a name for the field in the Name field. Instant ID as a Service also uses this as the name of the field on the enrollment form. Enter a name that indicates to the operator what information they need to enter.
    4. (Optional) Enter a date in the Display Text field. By default, Instant ID as a Service uses the current date and time.
    5. Set the size, position, alignment, and color of the Date field using the Date Field properties. For more information, refer to Date Field Properties.
  4. Add and configure a Signature field.
    1. Select a layer from the Layers pane.
    2. Click Signature then click on the Credential Design. Instant ID as a Service places the Signature field at that spot and displays the Signature Field Properties pane.
    3. Enter a name for the Signature field in the Name field. Instant ID as a Service also uses this as the name of field on the enrollment form.
    4. Configure the size, position, and rotation of the Signature field. For more information on the Signature field properties, refer to Signature Field Properties.
  5. To duplicate a field, select it, click Copy Copy Element, then click Paste Paste Element. Instant ID as a Service places a copy with the same settings on the selected side of the credential design.
  6. Click Save .
  7. To update the enrollment based on the changes made, click Generate Enrollment . Instant ID as a Service updates the enrollment design with the new fields on the credential design.