Manage expiration periods

Learn how to set up and manage expiration periods for exemption certificates in CertManager.

Expiration periods let you define how long exemption certificates are valid by state or province and reason for exemption. When you create an exemption with an effective date and state or province but no expiration date, CertManager automatically calculates the expiration date by adding the expiration period to the effective date.

CertManager first looks for an expiration period that matches the exemption's state or province and reason for exemption. If CertManager doesn't find any matches, it uses the default expiration period for that state or province.

With expiration periods, you can also filter exemptions by expiration status and email customers about expiring and expired exemptions.

Important: Adding or changing expiration periods does not overwrite expiration dates for existing exemptions. Changes to expiration periods are only applied when you add a new exemption or update an existing exemption.

Enable expirations

Go to Settings > Expirations, then click the Enable Expirations toggle.

Add expiration periods manually

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

The expiration periods are added to the table.

Bulk upload expiration periods

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 upload area or click Browse to select the file from your computer, then click Upload.
A message is displayed 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 are added to the table.

Delete expiration periods

Download your expiration periods before deleting them. The only way to restore deleted expiration periods is to upload them again.

Note:

Deleting expiration periods does not affect expiration dates that were automatically set for exemptions based on previously entered expiration periods.

Go to Settings > Expirations.
Click the Open icon, then click Disable Expiration Periods.
Click Disable on the pop-up message.

Download expiration periods

Go to Settings > Expirations.
Click the Download Expiration Periods icon.
A message is displayed 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 are downloaded to your computer in an Excel file.

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