Enrollment Design Fields

The fields in an enrollment design are connected to fields on the corresponding credential design. Every field on the credential design is connected to a field on the enrollment design.

Refer to the following pages for instructions on setting up fields on the enrollment design:

Once added or configured, enrollment fields can also be edited, moved, copied and pasted, or deleted.

Note: Separate enrollment designs created manually and not generated from a credential design must have their fields linked manually to a new or existing credential design. Refer to Field Connections for more information on the process.

Add Fields

To add fields to a step:

  1. Click the Enrollment Designicon in the left pane.
  2. Click the arrow icon to expand the pane (if necessary).
  3. Click the arrow icon next to Enrollment Design to expand the menu. The current steps for the enrollment design display.
  4. Click to select a step.
  5. Click in the main pane to the right and the pane becomes active. Any existing fields in the step display.
  6. Click the Add icon next to any of the steps to add that step to the sequence and start configuring the step. Note that default steps will have some information pre-populated. To configure the step:
    1. Click in the main pane to the right and the pane becomes active.
    2. Click in the field for the step name and enter the name.
    3. Add specific step fields by clicking the icon for the type needed and the clicking again in the location where the field should be placed. Note that fields can be clicked-and-dragged to specific locations.
      1. Text : Adds a text field.

        Note: Refer to the following chart for compatible font choices comparing Microsoft fonts to Google-compatible fonts of a similar style.

        Microsoft FontsGoogle-Compatible Fonts
        Arial

        Lato

        Open Sans

        Times New Roman/GeorgiaTinos
        Verdana

        Jost

        Arimo

        Impact

        Anton

        Oswald

        Calibri

        Open Sans

        Fira Sans

      2. Photo : Adds a photo field.
      3. Date : Adds a date field.
      4. Signature : Adds a signature field.
      5. Auto Sequence : Adds an auto-sequence field.
      6. Composite : Adds a composite field.
      7. List: Adds a list field.
  7. Click each field and the field's Properties pane displays. Edit the properties for the field as needed.
  8. Click Save Save Enrollment Design to save or Close to exit without saving.
  9. For separate enrollment designs that have been manually generated, link the fields created to a new or existing credential design. For instructions, refer to Field Connections.

Edit Fields

To edit existing fields:

  1. Click the Enrollment Designicon in the left pane.
  2. Click the arrow icon to expand the pane (if necessary).
  3. Click the arrow icon next to Enrollment Design to expand the menu. The current steps for the enrollment design display.
  4. Click to select a step.
  5. Click in the main pane to the right and the pane becomes active. The fields in the step display.
  6. Click the field to be edited and the field's Properties pane displays. Edit the properties for the field as needed.
  7. Link any unlinked fields created to a new or existing credential design. For instructions, refer to Field Connections.
  8. Click Save Save Enrollment Design to save or Close to exit without saving.

Move a Field

Move a field from one location to another.

  1. Click the Enrollment Designicon in the left pane.
  2. Click the arrow icon to expand the pane (if necessary).
  3. Click the arrow icon next to Enrollment Design to expand the menu. The current steps for the enrollment design display.
  4. Click a step to select it.
  5. Click in the main pane to the right and the pane becomes active. Any existing fields in the step display.
  6. Click and drag a field to a new location in the step.
  7. Click Save Save Enrollment Design to save or Close to exit without saving.

Cut and Paste a Field

Cut a field and use it again in another location.

  1. Select a field.
  2. Click CutCut Field.
  3. Select a different location to reuse the field.
  4. Click Paste Paste.
  5. Link any unlinked fields created to a new or existing credential design. For instructions, refer to Field Connections.
  6. Click SaveSave Enrollment Design to save or Close to exit without saving.

Delete Fields

Delete fields in the Enrollment Designer to possibly simplify the enrollment form.

  1. Select a field.
  2. Click Delete Delete Step next to the field name. Instant ID as a Service deletes the field.
  3. Click SaveSave Enrollment Design to save or Close to exit without saving.