Once you've finished your Form Template you can create your Form Activity and enable the certificate. Users will complete the Form and it will progress through the workflow. Once the Form is marked as complete and any validation has been met, the User will receive a Certificate which can be set to expire in 1 year.
The following videos will guide you through each step.
Create a Form Activity.
Once you've created the Form activity you can enable the certificate which can be customised to suit your Firm's requirements. You can also add in any Fields available in your Form Template when customising your Certificate.
When a User has completed the activity and the Certificate has been awarded, the Certificate will be stored in their profile.
Next, you can monitor progress by following Step 10 - Monitor Validation Status with a Chart Report.