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      Updated Issue and Expiration Date Behavior During CSV Uploads

      Easily manage issue and expiration dates for recipients when uploading certificates via CSV.

      You can now add issue dates and expiration dates when uploading recipients through a CSV file or adding them individually. These fields are optional, and we’ve made it easier to manage dates during the upload process.

      When adding recipients to your credentials, you can choose to add an issue date and an expiration date.

      Here's how it works:

      1. Adding Dates Manually (Single Recipient):

        • When adding a single recipient, you can use a date picker to select the issue and expiration dates.
        • If the field is empty or the value is removed after selecting a date, it won't be uploaded.

          Or,

      2. Uploading Dates via CSV:

        • When uploading a CSV file, you can enable or disable the issue date and the expiration date upload with the switch button.
        • Change the format of the dates in your CSV. The available formats include:
          • "DD/MM/YYYY"
          • "MM/DD/YYYY"
          • "DD.MM.YYYY"
          • "MM.DD.YYYY"
          • "YYYY-MM-DD"
          • "YYYY/MM/DD"
        • Lastly, select which columns contain the date values.

      Note: 

      • CSV Uploads: Dates will be validated according to the selected format.
      • Both CSV and Single Uploads:
        • If an expiration date is provided, an issue date must also be present.
        • The issue date must be the same as or earlier than the expiration date.
        • If no expiration date is provided, the issue date is optional.
        • If no issue or expiration date is provided in the CSV, the system will use your default settings. You can set:

          Issue Date: "When the recipient is added" or a fixed date.
          Expiration Date: "No Expiration," a specific date, or a period (e.g., expires after X months).

      How to handle errors?

      If there’s an issue with the date format or other details, you’ll see a notification before the upload is completed.
      • Single Uploads: Errors will be displayed in a warning box.
      • CSV Uploads: You can click on "Show More" to view details about invalid rows in a modal window.

      If you're not using the sample CSV, then make sure:

      The lookup key for the issue date is "issue_date" and for the expiration date, it is "expiration_date". Make sure your CSV headers match these exact names in lowercase.

      Adding and managing issue and expiration dates for your recipients is now easier during both CSV uploads and single uploads. Just select the right options, and the system will automatically handle the rest. For any errors or missing information, helpful notifications will guide you to ensure a smooth upload process.