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How to Request an S/MIME (Client) Certificate Using SCM?
How to Request an S/MIME (Client) Certificate Using SCM?
Overview
This article explains what an S/MIME certificate is and provides step-by-step instructions on how to request one using Sectigo Certificate Manager (SCM).
What Is an S/MIME Certificate?
An S/MIME (Secure/Multipurpose Internet Mail Extensions) certificate is a type of client certificate used to secure email communication.
With an S/MIME certificate, you can:
- Digitally sign emails, allowing recipients to verify that the message truly came from you and hasn’t been altered.
- Encrypt emails, ensuring that only the intended recipient can read the message.
S/MIME certificates are commonly used with email clients such as Outlook, Apple Mail, and Gmail (via supported configurations) and are issued to individual users, not servers.
Prerequisites
Before requesting an S/MIME certificate, ensure that:
- An Enrollment Form has been created in SCM.
- Your user (Person) record exists in SCM.
- You have received the Enrollment Form URL and any required authentication details (such as a Secret ID).
Steps to request an S/MIME certificate from Sectigo Certificate Manager (SCM):
Part 1: Create an Enrollment Form for Client Certificates
- Log in to the SCM dashboard and go to Enrollment → Enrollment Forms.
Click the Add (+) button to create a new enrollment form.
In the Create Enrollment Form window:
- Name: Enter a clear, descriptive name (for example, OrgName – Client Certificate).
- Type: Select Client certificate self-enrollment.
On the Details tab, click Generate to create the Enrollment Endpoint URL.
- Make sure to save this URL, you’ll share it with users later.
Switch to the Configuration tab and set up authentication:
- Choose Email Confirmation or Secret ID.
- (Optional) Add help instructions or a link to an external help page if users may need guidance.
Click Save to finish creating the enrollment form.
Part 2: Add an Account to the Enrollment Form
- Go back to Enrollment → Enrollment Forms and open the form you just created.
- Select the Accounts tab and click Add (+).
Enter the account details:
- Name
- Organization
- Department
- Select the appropriate certificate profile(s) and CSR generation method (typically Server).Choose an authorization method (Secret ID or Access Code).
- Click Save to add the account.
Part 3: Add Persons in SCM
- In the SCM dashboard, navigate to Persons.
- Click Add (+) and fill in the required information:
- Organization, Department, Domain
- First Name, Last Name, Email Address
- On the Details tab, configure the Common Name (CN), Validation Type, and Secret ID (if applicable).
- Click Save.
- If you’re adding multiple users, you can also use the CSV bulk import option.
Part 4: Request a Client Certificate
- Open the Enrollment Form URL that was generated earlier.
- Authenticate using Email Confirmation or Secret ID, depending on how the form is configured.
- Complete the enrollment form and submit the request.
- Once issued, download the certificate. This is typically provided in PKCS#12 (PFX) format.
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