Step 7 - Additional Information (Optional)

This step is the same for both EV products. All fields are optional but some, such as auto-renewal, are pre-configured with sensible defaults.

Screen Fields

Tags

Custom labels you can attach to this order for internal tracking and reporting within CERTInext (e.g., 'Production', 'Project-Alpha', '2026-Q2'). Click '+ Add Tag', type your tag text, and press Enter. Add multiple tags as needed. Tags are for your internal use only and do not appear on the certificate.

Order Remarks

A free-text notes field for any special instructions or internal references related to this order. Type any notes relevant to your team or to support if you need to raise a query. This text is visible to the CA and CERTInext administrators.

Technical Point of Contact Information

Checkbox - expands to collect the name, email, and phone number of the technical person responsible for managing this certificate (e.g., the system administrator who will install it). Tick and fill in only if the technical contact is different from the Organization Representative entered in Step 4. Useful for larger organizations.

KYC Documents

Checkbox - expands to allow you to upload Know Your Customer (KYC) verification documents (e.g., company registration certificate, utility bill, government ID). Tick and upload documents if the CA requests them or if you want to proactively provide them to speed up the EV verification process.

Additional email recipients

Checkbox - expands to add extra email addresses that should receive certificate-related notifications. Tick and add email addresses if others in your organization (e.g., a manager, security team) should also receive order status updates and the download notification.

Auto-renew certificates until coverage

Checkbox (ticked by default) - instructs CERTInext to automatically initiate certificate renewal before expiry. Leave ticked (recommended). Only untick if you want to manage renewals manually. Without auto-renewal, your certificate may expire without notice, causing browsers to show security warnings.

Set renew criteria - Before [N] days of certificate expiry

Configures how many days before expiry the auto-renewal process begins. Default is 15 days. Click the dropdown to adjust the lead time (e.g., 30 days gives more time for any renewal complications). 15 days is the standard minimum recommended.

Review and adjust any optional settings, then click Next to proceed to the Order Summary.