The CertCapture interface lets you quickly see the most important information about customer records and compliance documents while giving you the flexibility to customize and optimize how you work with the system. Whether you are new to CertCapture or looking for ways to use it more efficiently, the resources on this page help you get the most out of CertCapture.
Once you are oriented with the system, get started by uploading documents or adding customer details.
Minimum browser and operating system requirements
For the best experience using CertCapture, use a supported operating system and browser:
- Most recent version of FireFox, Chrome, Microsoft Edge, and Safari
- Internet Explorer (IE) 11+
- CertCapture continues to support IE based on Microsoft's support for the browser. For more information, see Microsoft's site.
- Operating Systems
- Windows 7 32 Bit, 64 Bit
- Windows Vista
- CertCapture continues to support Windows Vista based on Microsoft's support for the operating system. As of now, support is scheduled to end April 11, 2017.
- Mac OSX 10.9, 10.8, 10.7
When you log into CertCapture, you first see the Dashboard with widgets and links to many of the major tasks that you use in CertCapture.
- Account menu and Company menu: Use these to navigate among the entity hierarchy your organization set up during the CertCapture setup process.
- User menu: Click this to view your profile, read messages, see downloads, and log out of CertCapture.
- Quick Search box: Click and type a search term to search quickly through your data. To learn more, read do a Quick Search.
- Quick Search Options: Click this and then click an option to narrow your data search. To learn more, read do a Quick Search.
- CertCapture Toolbar: Click for fast access to all the major navigational tools you need.
- The Page Banner: This shows your organization’s name and logo and includes a link to more details about your account.
- Widgets: These panes display common data reports for your account. If you have an Enterprise account, you can add, delete, move, and minimize these however you wish.
- Add Widgets button: If you have an Enterprise account, you can click this to display a new data-report widget on the Dashboard.
Access each feature of CertCapture using the toolbar.
The CertCapture toolbar is visible on every page in CertCapture. This toolbar displays the menus you need to complete most tasks in CertCapture.
Note: The CertCapture toolbar looks different based on the type of account you have – Enterprise or Pro – and the type of user you are – Admin, Advanced, Auditor, Read-Only, Standard, or Customized.
- Dashboard: Click to return to the Dashboard from anywhere in CertCapture.
- Search: Click and then select a menu item:
- Certificate Search: Search for a certificate.
- Customer Search: Search for a customer.
- Saved Searches: See a list of your saved searches.
- Reports: Click and then select a menu item:
- Certificate Reports: Create a report that shows the status of your certificates in CertCapture.
- Customer Reports: Create a report that shows the status of your customers in CertCapture.
- Logistics Reports: Create reports about computing details of your account in CertCapture.
- User Reports: Create reports that show details about your organization’s members who use CertCapture.
- Data Entry: Click and then select a menu item:
- Upload Documents: Import certificates into CertCapture.
- Current Company: See stacks to be merged and validated for the company you are in.
- All Companies: See details about stacks to be merged and validated across all companies to which you have access.
- Requests: Click and then select a menu item:
- Send Request: Generate a cover letter or partially completed certificate that is ready to send to a customer.
- Campaigns: Review the status of all bulk requests for certificates, called campaigns.
- Cover Letters: Create a cover letter from a cover letter template.
- Certificate Templates: Review and modify the certificate templates that you want to associate with specific exempt reasons.
- Customers: Click and then select a menu item:
- Add Customer: Add a single customer to CertCapture.
- Bulk Import: Use a Microsoft Excel spreadsheet file to import records of customers in bulk.
- Same-As Editor: Link records of customers who are entered more than once under different names in CertCapture.
- Company Content: Click and then select a menu item:
- Certificate Library: Download blank or prefilled certificate forms for states and provinces.
- Nexus Settings: Select where your company has sales tax nexus.
- Exemption Matrix: Select acceptable document types for specific exposure zones and exempt reasons
- Company Settings: Click and then select a menu item:
- Client Details: See details about your CertCapture account.
- Expiration Matrix: See a matrix that shows your exposure zones.
- Custom Fields: View and manage custom fields for either customer or certificate records.
- Assign Users: See or edit who in your organization can access CertCapture.
- Global Admin: Depending on your type of account, click and then select a menu item:
- Exposure Zones: See and change your exposure zones.
- Invalid Reasons: See and change reasons that certificates might be invalid.
- Exempt Reasons: See and change exemption reasons.
- Certificate Attributes: See and change certificate attributes.
- Customer Attributes: See and change customer attributes.
- Manage Users: See and change your organization’s user accounts.
- User Roles: See and change the roles of your organization’s users.
The page banner displays your company logo and includes a link that gives you fast, easy access to your company contact information and a short list of your options in CertCapture.
Widgets are windows that display helpful CertCapture reports. They're displayed under the page banner on the Dashboard. Enterprise account users can add, remove, minimize, maximize, and move widgets to customize the Dashboard display.
|To...||Do this...||Use this control...|
|Minimize||Click the Minimize icon on its toolbar|
|Maximize||Click the Maximize icon on its toolbar|
|Add||Click the Add Widgets button, and choose a widget from the library|
|Move||Click the widget's title bar and drag it to a new location|
|Remove||Click the Close icon on its title bar|
|Widget from library||Displays...|
|Account Logins||Time-stamps and names for users who've logged into your account|
|Download Center||Downloadable reports generated by CertCapture at the request of an account user|
|Expired Certificates||Exemption certificates that have expired in the last 90 days|
|Failed Login||Unsuccessful account login attempts|
|Invalid Customers||Your customers that were marked with the invalid attribute by one of your account users|
|Message Center||Status reports for actions you've taken in your account, release notes for updates, memos from CertCapture's designers|
|New Certificate Trends||The number of new certificates added to CertCapture by web portal, fax, or upload each day|
|Top 5 Tax Exempt States||The five states or provinces with the most exempt customers|
|Active_Inactive By State||The number of active certificates and inactive certificates, listed by state|
|Exemptions by Status||The number of exemption certificates by exposure reason|
|Expiring Certificates||Exemption certificates with expiration dates in the next 90 days|
|Invalid Certificates||Exemption certificates that were marked with the Invalid attribute during processing|
|New Certificates||Exemption certificates added to your account in the last 30 days|
|Top 10 Tax Exempt Reasons||The top 10 reasons your customers are tax exempt|
|Top Expiration Dates||Dates with the largest number of expiring compliance documents in the last 90 days|
Use the Quick Links pane
The Quick Links pane provides easy access to your recent page history and to bookmarks you set within CertCapture.
On the left side of the Dashboard, click the Quick Links tab to see the following tools:
Manage user preferences
Use the menu under your user name to manage user preferences as well as check messages and available downloads.
To access the menu, click your user name, and then click one of these menu items:
- My Profile: Click to manage your user preferences.
- Message Center: Click to see messages about CertCapture upgrades and maintenance or processes in CertCapture.
- Download Center: Click to see any items that you can download.
- Logout: Click to log out of CertCapture.
Manage sub-entities within your company hierarchy
To work with documents and customers for a sub-entity of your organization's hierarchy, in the upper right of the Dashboard, to the left of your user name, click the drop-down menu and select your sub-entity’s name.
and Pro features
See which features Enterprise-level customers have access to.
|Email reports and set subscription||✓||✓|
|Supports US and Canada||✓||✓|
|Supports outside US and Canada||Customizable|
|Documented Exempt reason||✓||✓|
|Expected Exempt reason||(Support)*|
|Customer custom fields||✓|
|Certificate custom fields||✓|
|Custom certificate templates||(Support)*|
|Same As Duplicate Recognition||✓|
|Job search (tracking)||✓|
|Send Requests: mail, fax, email||✓||✓|
|Attach partially completed cert to request||✓||✓|
|Attach last invalid cert to request||✓||✓|
|Multiple cover letter templates||✓||✓|
|User Account/Access levels|
|Fax and upload cert submission||✓||✓|
|Email cert submission||✓|
|Email cert submission with key field entry||✓|
|Allow Wizard certs to be auto-validated||(Support)*|
|Auto claim stacks||✓||✓|
*To use this feature, email email@example.com.