Expirations

Learn about expiration periods in CertManager.

You can set expiration periods for exemptions in each state or province and for each reason for exemption in CertManager.

If there is no expiration date on the exemption certificate, an exemption date will be set automatically.
If you set an expiration period for the state or province or reason for exemption, the expiration date will populate after you select a reason for exemption, state or province, and effective date.

Expiration periods can help you accurately filter exemptions by expiration status and email customers about expiring and expired exemptions.

Turn on expirations

Learn how to turn on expirations.

Go to Settings > Expirations.
Click the Enable Expirations slider.

Add a single expiration period

Learn how to add expiration periods for each state or province based on the reason for exemption.

Note:

You can also set (Default) expiration periods. If you do not set expiration periods for a reason for exemption, CertManager will use the (Default) expiration periods for exemptions with that reason for exemption.

Go to Settings > Expirations and select the reason for exemption.
Enter the number of years the exemption is valid for in each state or province.
The maximum number of years an exemption can be valid for is 99.
Click Apply.

The expiration periods will be added to the table.

Add multiple expiration periods

Use the expiration period template to upload multiple expiration periods at once.

Go to Settings > Expirations and click Upload.
Click Download template.
expiration-period-template.xlsx will be downloaded to your computer.
Open the file and follow the instructions in the template to add the expiration periods, then save your changes.
In CertManager, drag and drop the edited file into the box or click Browse and select the file from your computer, then click Upload.
A message will appear saying that the file has been added to the upload queue.
Click Uploads and Downloads to view the status of the upload. When the file status is Complete, click Refresh.

The expiration periods will appear in the table.

Turn off expirations

You can delete expiration periods by turning off expirations.

You may want to download your expiration periods before turning off expirations as once expiration periods are deleted, the only way to get them back is to reupload them.

Note:

Turning off expirations will not affect expiration dates that were automatically set for exemptions based on previously entered expiration periods.

On the Expiration Periods page, click the Open icon, then click Disable Expiration Periods.
Click Disable on the popup message.

Download expiration periods

Learn how to download your expiration periods.

On the Expirations page, click the Download Expiration Periods icon.
A message will appear saying that your download is in progress.
Click Uploads and Downloads to view the status of the download.
When the file status is Ready, hover over the file and click the Open icon, then click Download.

The expiration periods will be downloaded to your computer in an Excel file.

Sovos Docs