Certificate Settings
Vestis Labs
Last Update 2 months ago
Learn how to configure automatic certificate status updates and define expiry notification thresholds to ensure compliance. This guide simplifies the process of setting up reminder schedules and adding new certificate types to keep your digital assets secure and up to date.
In the left sidebar, click Settings to expand the menu, then click Certificate.
At the top of the page, the Certificate Status section explains that you can choose how certificate status is managed — either Automatic or Manual.
Toggle Automatic Status Update on or off. When enabled (shown in red/on), certificate statuses are automatically updated based on expiry dates rather than being set manually.
In the Expiring Soon Threshold (days) field, enter the number of days before expiry that a certificate should be marked as Expiring Soon. Example: 20.
Click the Refresh now button next to Refresh certificate statuses to review every certificate in the brand and reset its badge based on the current expiry data.
Note: This is useful after bulk imports, settings changes, or whenever a certificate's badge looks out of date.
Scroll to the Expiry Reminders section to configure when you want to be reminded about expiring certificates.
Toggle Enable expiry reminders on (shown in red) to activate reminder notifications.
Once enabled, a Reminder days before expiry field appears. Enter the number of days in advance you want to be notified. Example: 30.
Click the Save button at the bottom-right of the Expiry Reminders section to apply your changes.
Scroll down to the Certificate Types section to view the list of available certificate types (e.g., Scope, Product, Test Report, Transaction). Each type shows whether it is a Default (platform) type.
Note: Platform default types cannot be edited or deleted. Use the Search by name field to quickly find a specific type.
Click Add Type
Click the + Add type button in the top-right of the Certificate Types section to create a new custom certificate type.
In the Add Type dialog, type a name for the new certificate type in the Name field.
Click Save to add the new certificate type to the list, or Cancel to discard it.
The new type (e.g., Validation Level) now appears in the Certificate Types list with Default marked as No, confirming it is a custom (non-platform) type. Hover over the row to reveal edit (pencil) and delete (trash) icons for managing custom types.
