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Avalara Help Center

Add files and comments to a document

This article applies to:CertCapture

In addition to the proper exemption documentation, your customer may also need to provide extra verification or additional forms.  Add files and comments to your documents in CertCapture records so that all of your customer information is stored in one place. 

Files and comments can be added to a document during validation, or after a document has been validated.

Steps

  1. In CertCapture, search for the document.
  2. Select the document ID.
    The document Details page opens.
  3. Select the Comments & Files tab.
  4. Select the Add Comment / File button.
  5. Attach your file or enter your comments.
  6. Select Add to save.

The new files or comments are added to the Comments & Files tab. Select files to download them. Edit or remove information in the Action column.


CertCapture-CertificateRecord-CommentsFiles-Tab.png

See also

Add files and comments to a customer

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