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Essentials of Avalara CertCapture

Essentials of Avalara CertCapture
Essentials of CertCapture training is for everyone who needs to use CertCapture to successfully manage compliance documents. You're ready for this course once your company has implemented CertCapture.

Essentials of CertCapture training is for everyone who needs to use CertCapture to successfully manage compliance documents. You're ready for this course once your company has implemented CertCapture. 

About this training

Learn how to adjust settings, manage your customers' exemption certificates, and run reports. 

Audience

Everyone using CertCapture

Objectives

Get started in CertCapture

  • Identify CertCapture solutions and understand how they're related
  • Adjust settings like company structure, nexus, and dashboard display preferences

Manage customer data in CertCapture

  • Enter your customers and their documents
  • Search for customer and document records
  • Run reports to monitor the health of your CertCapture database

Maintain customer data in CertCapture

  • Send a document request to a single customer
  • Set up a campaign to ask customers for documents