Configuring Custom Certificate Templates (For ProCal)

If you print certificates via ProCal-Track, please see this guide instead: ProCal-Track Using A Custom Certificate

ProSet enables users to set a default customer certificate for use at the point of certificate printing. Further custom certificates may also be used when printing, and these will be selectable from the print dialogue.

Application note 20/03/2025:

For report templates to appear in the drop down list, your "reports" filepath may need to be amended in the system settings page. If reports are not appearing in the "default report" dropdown after enabling Crystal Reports settings, please amend the "reports" filepath to end with the "\" character - for example, C:\ProCal\Reports_SQL\. This should force the reports to be loaded into the dropdown menu.

1. Save the desired Crystal Report format certificate (.rpt) in x:\ProCal\Reports_SQL\Certificates (where 'x' is your ProCal filepath).
2. Launch ProSet and open the Program Options (found under the File > Program Options) or the "Program Options" shortcut.
3. In the 'Process/Despatch' Print Options section, enable 'Use Custom Certificates':

4. Once enabled, select which report template to use by default:

5. Press 'OK' to save your settings and exit the options screen. Please note that separate settings can be saved for per station or global purposes, as with all program settings.

6. When printing a certificate using the print dialogue, the 'use custom report' option will be enabled and the default custom certificate will now be automatically selected. You are able to select a different report before commencing with the print, if required: