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.
Everyone using CertCapture
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