At times, your customers might prefer to directly upload pre-populated certificates already on file instead of generating new certificates via CertDash when processing your submitted email campaign requests.
The following documentation provides instructions on how to enable or disable the certificate upload functionality in CertDash.
Please keep in mind that access to the Settings area might be restricted for some user roles; please contact your EXEMPTAX account owner to check if you have sufficient access rights to perform this function.
2. Once in the Company Settings, navigate to the "Campaign Settings" on the left menu bar and select "Other" in the Campaign Settings header tab. From there, scroll down to the setting "Manual Certificate Upload" and select either "Enable" or "Disable" as your option. Please press the "Save Changes" button once done.
NOTE: Enabling the manual certificate upload function might increase the amount of invalid certificates. Should you see an increase of invalid certificates directly uploaded, we recommend disabling this function.
3. Continuing with the manual certificate upload function enabled, your customer will then see the additional option of uploading pre-completed certificates in CertDash by clicking the provided link.
FYI: The same option can also apply to your integrated ecommerce store by displaying a dedicated upload button.
4. After clicking into the area, your customers will be asked a set of questions before being able to press "Next".
5. As last step, your customers can upload or drag and drop their pre-populated certificate and press the "Upload Certificate" button to submit the document directly into your EXEMPTAX account.