How to Design Your Card Template?

Step 1:  Log in to your IDMS account and from the Card Templates page click on “Create New Card Template”.

Step 2: Complete the “Settings” section.

  1. Enter your Template Name
  2. Choose your Card Type 
  3. Enter your Card Terms of Use
  4. When finished, click on “Design”.

Step 3: Complete the “Design” section

  1. Select a Background Color for your cards
  2. Select a Font Color for your cards
  3. Turn card animation on to animate your cards (optional)
  4. Turn signature on to require a signature on your cards (optional)
  5. Enter your Card Title
  6. Upload a logo for your cards (optional)
  7. Update your ID photo preferences (“Editable” must be turned on if you want your cardholders to take/upload their own ID photos; “Mandatory” must be turned on if you want to require your cardholders to take/upload their ID photo; “Photo Moderation” must be turned on if you want to moderate your cardholders’ ID photos)
  8. When finished, click on “Fields”

Step 4: Complete the “Fields” section.

  1. Select a Data Source. If you want to import your card data, select “IDMS: Imported Value”
  2. If you select “App: Form Input” as your data source, enter the Form Help Text (e.g. Please enter your full name)
  3. When finished, click on “Barcode”

Step 5: Complete the “Barcode” Section (optional).
You can choose to add or not to add a Barcode to your ID cards.

If you choose to add a Barcode:

Option 1:

  1. Click on “Add Barcode”
  2. Click on “Auto Generate Barcode”
  3. Select a Barcode Type
  4. Set a Type and Length for your auto-generated Barcode Value
  5. (Optional) Click on “Show Barcode Value” toggle button to display the character code value underneath the Barcode.
  6. When finished, click on “Expiration”

Option 2:

  1. Select a Barcode Type 
  2. Select a Barcode Data Type 
  3. Select a Barcode Data Source
  4. (Optional) Click on “Show Barcode Value” to display the character code value underneath the Barcode.
  5. When finished, click on “Expiration”

Step 6: Complete the “Expiration” Section (optional).
You can choose to add or not to add an Expiration to your ID cards.

If you choose to add an Expiration:

  1. Click on “Add Expiration”
  2. Select an Expiration Data Source (If you want your ID cards to have different expiration dates, select “Import Expiration Dates”)
  3. If you choose “Expire at a Specific Date and Time” as your Data Source, set a specific date and time when you want all of your cards in this template to expire
  4. When finished, click on “Issuance”

Step 7: Complete the “Issuance” Section.
If you choose Self-Issued, your cardholders (and anyone who searches for your institution in the app) will be able to generate an ID card for your institution.

If you choose Institution-Issued:

  1. Choose a Unique Identifier for your cards. Unique Identifier is used to verify cardholder identity before they can install an ID card for your institution in the app. It can be an email address or ID number (whichever you selected while designing your card template). This won’t be displayed on the card itself.
  2. Set at least one Security Question. Security Questions are used to verify cardholder identity before they can install an ID card for your institution in the app. Although you can use anything you’d like as your security questions, some of the examples include the date of birth, phone number or the last 4 digits of a social security number. This won’t be displayed on the card itself.
  3. When finished, click on “Email Invitation” if you are planning to issue your cards via email. From there you can customize your card invitation email template.

Step 8: Complete the “Email Invitation” Section (optional).
You can customize the card invitation email template if you are planning to issue your cards via email. From there you can customize your card invitation email template.

Step 9: Click on “Save” to save your card template.
All new card templates will be saved in Draft mode. Account admins that have permission to approve card templates can do so by going back to the Card Templates page and clicking on “Install Permissions”. From there you can also make your card template Visible or Hidden in the app (choose “Hidden” if you are still testing). Once you are ready to issue your ID cards, you can also choose how you want your ID cards to be installed: via Email Invite Only or via App Search & Email Invite.

That’s all it takes to design your card template! If you still have questions about designing your card template in the ID Management System, do not hesitate to chat with us!

Go to Top