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Avalara Help Center

Add attributes to a customer or document

This article applies to:Avalara CertCapture

Use attributes to differentiate customers and certificates in CertCapture, and then use attributes to enhance searches and reports. Learn to add attributes to one customer or certificate at a time.

Steps

  1. In CertCapture, search to find your certificate or customer. Select it to view its details.
  2. On the Details tab, select Edit.
  3. Scroll to the Attributes field. Select the field or begin typing an attribute to add them.
  4. Select Update to save changes. 
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