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Version: Axidian CertiFlow 7.1

Update

If one or more certificates on your card expire, or you want to issue a new certificate, perform the update operation.

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The administrator configures user permissions for card update operation. For more information, see Administrator guide.

Update a card​

The administrator defines the list of update options in policy settings. The instruction below describes how to update a card with the maximum available options.

  1. Connect a card to the workstation.

  2. Click Update card contents.

  3. Select certificate templates.

    Administrator settings

    The user can select certificate templates if you enable the Select optional certificates when card is updated option in policy settings (Workflow → User permissions → Issued card operations).

  4. Enter User PIN.

  5. If your card stores third-party certificates, select the certificates to register them in Axidian CertiFlow.

    Administrator settings

    The user can select certificates if you enable the Search for certificates when card is issued or updated to track validity period and Allow user to select tracked certificates options in policy settings (Workflow→General).

  6. Click Update.

Documents check​

The card update operation can be suspended if your company’s regulations require the documents check and approval before you obtain your certificates.

In the card update window, you can see this message: Card update operation pending. The card has the Pending status. This means that your card update request is waiting for approval.

You can send the documents in the following ways:

  • Using Axidian CertiFlow if the administrator configured the internal electronic document management functionality.
  • By any other means authorized in your company. For example, via email.

If the administrator configured the internal electronic document management functionality, send your documents to the administrator in Self-Service.

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The administrator defines the document approval settings. For more information, see Administrator guide.

Sign and upload the following documents to Axidian CertiFlow:

Certificate request

Submit a signed certificate request form for it to be approved in the certification authority (CA). The administrator can precheck the certificate request before it is sent to the CA.

  1. Upload the signed certificate request to Axidian CertiFlow:
    1. Print out the certificate request. Open the Contents tab in your card menu and click ! .
    2. Sign the certificate request and upload it to Axidian CertiFlow. How to sign and upload a document to Axidian CertiFlow
  2. Wait for the certificate request to be approved in the CA. On the Contents tab in your card menu you can check the certificate status – Pending.
  3. If the certificate request is approved in the CA, it gets the Approved status and is written on the card. Open the card menu and click Continue card update operation.
    If the request is rejected, revoke and clear the card or contact the administrator, then restart the card update operation.
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If the administrator configured user email notifications, you will receive an email with the approval status notification – Card update operation approved or Card update operation rejected.

If user notifications are not configured, wait for the Continue card update operation button to appear in the card menu.

Certificate form

If your company’s e-signature verification certificate policy requires additional approval of the certificate form, the administrator must approve the document before writing the certificate to the card.

In this case, the CA approves the certificate automatically. On the Contents tab in the card menu, you can check the status of the certificate - Valid. This means that the certificate has been issued in the CA, but not yet written to the card.

  1. Upload the signed certificate form to Axidian CertiFlow:
    1. Print the certificate form. Open the Contents tab in the card menu, click ! next to the certificate template and select Certificate.
    2. Sign the certificate form and upload it to Axidian CertiFlow. How to sign and upload a document to Axidian CertiFlow
  2. Wait for the administrator to approve the document.
  3. If the administrator has approved the document, the certificate is written to the card. Open the card menu and click Continue card update operation.
    If the administrator has rejected a document, edit and sign the document again and upload it back to Axidian CertiFlow.
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If the administrator configured user email notifications, you will receive an email with the approval status notification– Document approved.

If user notifications are not configured, wait for the Continue card update operation button to appear in the card menu.

Certificate request and certificate form

To continue the card update operation and write a certificate to the card:

  1. Submit a signed certificate request form and wait for the request to be approved in the CA.
  2. Submit a signed certificate form and wait for the administrator to approve the document.

Use the following procedure:

  1. Upload the signed certificate request to Axidian CertiFlow:

    1. Print out the certificate request. Open the Contents tab in your card menu and click ! .
    2. Sign the certificate request and upload it to Axidian CertiFlow. How to sign and upload a document to Axidian CertiFlow

  2. Wait for the certificate request to be approved in the CA.

  3. If the certificate request is approved in the CA, the certificate status is Valid. This means that the certificate has been issued in the CA, but not yet written to the card. Upload the signed certificate form to Axidian CertiFlow for admininstrator's check:

    1. Print the certificate form. Open the Contents tab in the card menu, click ! next to the certificate template and select Certificate.
    2. Sign the certificate form and upload it to Axidian CertiFlow.

    If the request is rejected in the CA, revoke and clear the card or contact the administrator, then restart the card issue process.

  4. If the administrator has approved the document, the certificate is written to the card. Open the card menu and click Continue card update operation.
    If the administrator has rejected a document, edit and sign the document again and upload it back to Axidian CertiFlow.

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If the administrator configured user email notifications, you will receive an email with the approval status notification – Document approved, Card update operation approved or Card update operation rejected.