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Understand Active and Inactive Certificates

When you upload a new certificate in CertCapture, the new document doesn't automatically replace the existing one. CertCapture uses a set of rules to determine which is the active exemption document.

Understand active, inactive, and partially active certificates

Every CertCapture exemption certificate should be attached to at least one customer record. Once attached, a certificate is considered one of the following:

  • Active - The certificate is the best one to support the customer's exempt status
  • Inactive - The certificate is attached to the customer, but is not the best document to support the customer's exempt status
  • Partially active - The certificate is attached to more than one customer record and is active for one but inactive for another

CertCapture uses a set of rules to determine which certificate is active for a customer record. These rules are listed below in order of priority for CertCapture. Click a rule below to expand its details.

1. Is the new certificate valid?

In the examples below, A is the existing certificate and B is the newly uploaded certificate.

  • If A is invalid and B is valid, B is the active certificate and A becomes inactive
  • If A is valid and B is invalid, A is the active certificate and B becomes inactive
  • If both A and B are invalid, proceed to the next step
  • If both A and B are valid, proceed to the next step

2. Is the new certificate expired?

 In the examples below, A is the existing certificate and B is the newly uploaded certificate.

  • If A is expired and B isn't expired, B is the active certificate and A becomes inactive
  •  If A isn't expired and B is expired, A is the active certificate and B becomes inactive
  •  If both A and B are expired, proceed to the next step
  •  If both A and B are not expired, proceed to the next step

3. What is the sign date on the certificate?

In the examples below, A is the existing certificate and B is the newly uploaded certificate. 

  • If A’s sign date was more recent than B’s sign date, A is the active certificate and B becomes inactive
  •  If B’s sign date was more recent than A’s sign date, B is the active certificate and A becomes inactive
  •  If A and B have the same sign date, proceed to the next step

4. What is the expiration date on the certificate?

In the examples below, A is the existing certificate and B is the newly uploaded certificate. 

  • If A’s expiration date is later than B’s sign date, A is the active certificate and B becomes inactive
  •  If B’s expiration date is later than A’s sign date, B is the active certificate and A becomes inactive
  •  If A and B have the same expiration date, proceed to the next step

5. What date was the certificate created?

In the examples below, A is the existing certificate and B is the newly uploaded certificate. 

  • If A’s created date was more recent than B’s sign date, A is the active certificate and B becomes inactive
  •  If B’s created date was more recent than A’s sign date, B is the active certificate and A becomes inactive
  •  If A and B have the same created date, proceed to the next step

6. What is the certificate ID?

In the example below, A is the existing certificate and B is the newly uploaded certificate.

  • Every certificate added to CertCapture is assigned a certificate ID. The certificate with the highest certificate ID number becomes the active certificate, the other becomes the inactive certificate.
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