Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
When you create a Sacrament Certificate, the information is retrieved from two places:
- the member's Member Details record.
- the Member's Sacramental record.
Note: To bring information up to date, complete the following steps before creating a certificate: Edit the sacramental record | Edit the member details record
How to create a sacramental certificate
In the Family Directory, click Sacraments:
From the Sacrament menu, select the type of sacrament. For example, Baptism.
Locate the desired sacramental record by entering filter criteria and then searching the database for the member's sacramental record. Type the last name of the member, maiden name (if applicable), or the first name in the filter fields provided.
If you know the date or the date range when the sacrament was conferred, select the Include Date Range link and then select a date or date range from the calendar. Select the Remove link to remove a date or date range from your search.
Click Search.
Select the check-box for each member for whom you want to create a certificate. Then, click the Mail Merge icon, , and select the merge option that shows the number of selected records.
The Mail Merge window opens.
Select ParishSOFT Templates to open the folder containing the sacrament templates that ParishSOFT provides:
ParishSOFT provides more than one template for each type of sacrament. The template with "Parish Detail" suffix includes the parish address (that is, the parish name, city, and state/region) once.
To open a template, click its name link.
Select the Mail Merge tab.
Click View Data.
The merge fields in the document are replaced with actual data from the records of individuals you selected in the grid. The first recipient's copy of the certificate is displayed.
If you have multiple recipients, click Next Record to view the next recipient's copy.
strongFinalizing The Merge
On the Mail Merge tab, click Merge to File:
From the Merge mode dropdown list, select New Section to start each recipient's certificate on a separate page.
From the Choose file type dropdown list, select the document's file type. Mail Merge supports these file types:
.doc and .docx: a Microsoft Word document file. This file is readable by Microsoft Word only.
.rtf: Rich Text Format file. This file is readable by most word processing programs in different operating environments and with different operating systems.
.txt: a plain text file. This file is readable by any text editing or word processing program.
Click OK to close the Merge to File window.
The software downloads the file containing all of the certificates to your computer.
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Example of a Sacramental Certificate
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strongHow to print your sacramental certificate
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Navigate to the location on your computer where you downloaded the file containing the certificates.
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Open the file.
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From the File menu, select the Print option to print the file.
Each certificate is printed on a separate page.
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