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Add a company

This article applies to:CertCapture

Add companies to CertCapture for each business unit that collects compliance documents separately, such as separate divisions, geographic locations, or subsidiaries of your business. Only Admin users can add new companies.

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If you use CertCapture with AvaTax, you don't need to add companies directly in CertCapture. Instead, add the company in AvaTax and it is automatically created in CertCapture.

 

Steps

  1. In CertCapture, go to Settings > Account Settings > Account Details.
  2. Select the Company Hierarchy tab.
  3. Select Add Company.
  4. Enter the necessary company information.
  5. Select Add to create the company.

Now that the company has been created, assign users to it. Your CertCapture fax number should be provisioned and visible within the following 48 hours. If it isn't, submit a support case to Support with your CertCapture account name and company name.

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