Certificate Metadata
Using user-defined certificate metadata you can tag certificates with additional information you want to assign to certificates at the point of enrollment
, such as points of contact or certificate/app owners. Metadata fields can be defined as being required or optional during enrollment. The data from the metadata fields can then be used for queries and alerts in the Management Portal.
First, you must add all the metadata fields you will use across the platform via System Settings Icon > Certificate Metadata (see Metadata Field Operations). These system-wide settings will then become the default metadata settings for all templates and they will be assigned to certificates during enrollment via the selected template
. You may choose to modify the system-wide metadata field(s) for specific templates by creating template-specific metadata settings. See Certificate Template Operations and Enrollment for more information.

You can also find the help icon () at the top of the page next to the Log Out button. From here you can choose to open either the Keyfactor Software & Documentation Portal at the home page or the Keyfactor API Endpoint Utility.
Keyfactor provides two sets of documentation: the On-Premises Documentation Suite and the Managed Services Documentation Suite. Which documentation set is accessed is determined by the Application Settings: On-Prem Documentation setting (see Application Settings: Console Tab).