Design a Credential
Follow these steps to create a new credential design. After creating a credential design Instant ID as a Service creates an enrollment design based on the fields included in the credential design.
Note: Separate enrollment designs can also be created manually. In this case, the enrollment design fields must be manually linked to a new or existing credential design (refer to Field Connections for details). Refer to Enrollment Design for more information on creating a separate enrollment design.
Note: 32-bit CMKY color graphics are not supported. Graphics must be RGB or monochrome.
Note: Refer to the following chart for compatible font choices comparing Microsoft fonts to Google-compatible fonts of a similar style.
Microsoft Fonts | Google-Compatible Fonts |
---|---|
Arial |
Lato Open Sans |
Times New Roman/Georgia | Tinos |
Verdana |
Jost Arimo |
Impact |
Anton Oswald |
Calibri |
Open Sans Fira Sans |
For additional information, refer to the Quick Start Guide - Instant IDaaS video tutorial.
- Create a new credential design.
- From the Main Menu
, select Credential Designs. The Credential Designs page opens.
- Click Create New
. The Select a Credential Design Template page opens.
- Select a template.
- To create a credential design using a blank template, click Blank.
- To create a credential design using a template with fields, select a templates.
The Credential Designer opens.
- From the Main Menu
- Configure settings for printing and card stock in the Card Settings pane. For more information, refer to Configure Credential Settings.
- Configure the appearance of the Credential Designer. For more information, refer to Configure the Credential Designer.
- Rotate the Credential in the Credential Designer using the Rotate
button. Before adding fields, ensure that the credential is oriented in the same direction that it is printed.
- Set the Credential Designer view to Front, Back, or Both.
- Add a grid to the credential design using the Grid
button.
- Rotate the Credential in the Credential Designer using the Rotate
- Set a background image or color on the Background layer. For instructions, refer to Background Layer.
- Add and configure fields and objects.
- Configure the appearance of the credential. For instructions, refer to Add and Configure Graphics.
- Add fields to contain personal information from the applicant. For instructions, refer to Add and Configure Personal Information Fields.
- Add a Photograph
field to enable photograph capture step during enrollment. For instructions, refer to Configure Photograph Capture.
- Add a Signature
field to enable the signature step during enrollment. For instructions, refer to Add and Configure Signature Field.
- Add a Barcode
field to print a barcode on the credential that contains information from the applicant. For instructions, refer to Enable and Configure Bar Codes.
- Add a Variable Graphic
field to print one of multiple graphics according to the data provided in a given enrollment. For instructions, refer to Add and Configure Variable Graphics.
- Configure the credential design for printing embossed elements on the credential. For instructions, refer to Enable and Configure Embossing.
- Configure the UV layer to enable printing UV objects on the credential. For instructions, refer to Configure UV Printing.
- Configure the Topcoat layer to improve the durability of the credential by printing layers of topcoat on the credential. For instructions, refer to Enable and Configure Topcoat.
- To duplicate fields or objects on the credential design select an element, click Copy
, then click Paste
. Instant ID as a Service pastes the field or element with the same settings on the selected side of the credential design.
- Configure layers properties. For more information on working with layers in the Credential Designer, refer to Layer Properties.
- Click Print Sample to print a sample credential to verify the visual elements.
- Click Save
. Instant ID as a Service saves the credential design.
- Click Generate Credential
to open the Generate Credential dialog box.
- Enter a unique title for the credential design in the Name field of the dialog box.
- Click Generate
to generate a credential based on the fields of the credential design.
Next Steps: