Learn how to add an exemption with or without a certificate.

1. On the Exemptions page, click Add.
2. Fill in the required fields.
3. Fill in the optional fields as needed.
4. Optional: To add a certificate to this exemption, click Add Image.
   • To add a certificate that is already in CertManager, select the certificate from the Uploaded Images list.
   • To add a certificate that was submitted by a customer through the Exemption Wizard, click the Submitted tab and select the certificate from the Submitted Images list.
   • To add a new certificate, click the New Image tab, then drag and drop the certificate into the box or click Browse and select the certificate from your computer. Click Add Image to add the certificate to the exemption or Clear Image to select a different file.
5. Click Save.

After you have added a customer's certificate, you can convert it into an exemption.

1. Go to the Certificates page and click the certificate you want to convert.
2. Fill in the required fields.
   If you selected a certificate from the Submitted tab added by a customer through the Exemption Wizard, the required fields will be filled in automatically but can be edited.
3. Fill in the optional fields as needed.
4. Click Convert.

Learn how to add exemptions in bulk using the template provided in CertManager.

1. On the Exemptions page, click Upload.
2. Select Adding new exemptions, then click Next.
3. Click Download template to download the bulk exemption upload template (exemption-template.xlsx).
4. Open the file and follow the instructions in the template to enter your exemption information, then save your changes.

   • To convert certificates that are already in CertManager into exemptions, enter the names of the certificate PDFs in the File Name column. To add exemptions without certificates, leave this column blank.

   • For local exemptions, enter the TJIDs for the local jurisdictions in the Jurisdiction column.

     Note:

     The TJIDs file (TJIDs.xlsx) contains a list of all current TJIDs.

   • If you have a parent exemption that is passed on to all the children, enter Y in the Inherited column. If you put N or leave the column blank, it will create the exemption under the parent only.

5. In CertManager, drag and drop the updated template into the box or click Browse and select the updated template from your computer, then click Upload.
   To see the file upload progress, go to the Uploads and Downloads page, where you can see the statuses of your uploads for the last seven days.

Learn how to add exemptions in bulk by uploading a custom file.

1. On the Exemptions page, click Upload.
2. Select Adding new exemptions, then click Next.
3. Click Custom map your file.
4. Select your custom mapping from the dropdown menu.
5. Drag and drop your custom file in the box or click Browse to select the file from your computer, then click Upload.