Easily Set Issue and Expiration Dates for Single or Bulk Uploads
You can assign issue and expiration dates when uploading recipients—either individually or in bulk via CSV. This is optional.
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If you don’t specify dates, the system will use the default settings from the Basic Details tab.
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If you specify provide dates, they will override the default settings in Basic Details.
How It Works
A. Setting Dates for a Single Recipient
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Use the date picker to select an issue and expiration date.
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If you leave the fields empty, the system will apply the default dates from Basic Details.
B. Uploading Dates via CSV
1. Date Uploads Are Disabled by Default-
By default, issue and expiration date uploads are turned off.
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If you want to use the default dates from Basic Details, leave this setting as is.
2. Enable Date Uploads (If Needed)
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Use the toggle switch to enable issue and/or expiration date uploads.
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3. Select the desired format for the dates
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The available formats include:
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DD/MM/YYYY -
MM/DD/YYYY -
DD.MM.YYYY -
MM.DD.YYYY -
YYYY-MM-DD -
YYYY/MM/DD
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Map Date Columns
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Select the correct columns in your CSV file that contain the date values.
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Handling Errors
If there’s an issue with the date format or missing details, the system will notify you before completing the upload.
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Single Uploads: Errors appear in a warning box.
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CSV Uploads: Click "Show More" to see details about invalid rows in a modal window.
Setting issue and expiration dates is simple—whether you’re uploading recipients one by one or in bulk. Just choose the right settings, and the system will take care of the rest. If anything goes wrong, error messages will guide you through fixing it.