Set frequency for certificate expiry reminders (emails)

Users can now set their own preferred intervals for reminder emails, replacing the default options of 2 and 7 days before expiry.

All previously scheduled reminder emails will continue to follow the default intervals of 2 and 7 days unless users choose to modify them.

Edit Reminder Preferences for Certificate Templates

  • Adding an expiry date to a template would mean that everyone who receives the certificate, it will expire on the same date.
  • Locate the certificate template wherein you want to add expiry option.
  • Click 3 dots > Set Expiry and choose a relevant date to modify your preferences.
  • For a selected date, you can choose whether you want 2 reminder emails to go out or 1 and toggle them on/off.
  • Add all relevant days for each reminder email. All emails will be sent out after the number of days that are added.
  • The same can be done for all certificates under Issued certificate tab for individual level customisation.
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