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Add attributes to a document

This article applies to: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 the document.
  2. Select the document ID.
    The document Details page opens.
  3. Select Edit.
  4. Select the Attribute field.
  5. Select an attribute to add it.
  6. Optional: Select the Attribute field again to add another attribute.
  7. Select Update to save changes. 
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