Step 5 - Additional Information (Optional)

This step is entirely optional. It allows you to attach metadata and extra notification settings to the order. Filling it in makes it easier to find and manage the order later.

Field Reference

• Tags: Searchable labels you can attach to this order for filtering or categorisation purposes. Click '+ Add Tag' to add one or more tags. This is optional but recommended if your organisation manages many certificates.

• Order Remarks: A free-text field for any internal notes about this certificate request. Type any relevant notes (e.g., 'Replacement for expired cert', 'For contractor onboarding'). This is optional.

• KYC Documents: A checkbox that, when ticked, allows you to upload identity/Know Your Customer documents. Tick this and upload the required documents only if your certificate type requires KYC verification. Ask your administrator if unsure.

• Additional Email Recipients: A checkbox that, when ticked, reveals a field where you can enter extra email addresses to receive order notifications. Tick this and add email addresses if other people (e.g., your IT manager) should also receive order status emails.

TIP: Adding Tags and Order Remarks is highly recommended for organisations with many users. It makes it much easier to search for and identify specific certificates later.

What to Do

• Optionally add Tags by clicking '+ Add Tag'.

• Optionally type notes in Order Remarks.

• If required, tick KYC Documents and upload the relevant files.

• If other people should receive notifications, tick Additional email recipients and enter their addresses.

• Click Next to proceed to the Order Summary.