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Avalara Help Center

Add files and comments to documents or customers

This article applies to:Avalara 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 CertCapture records as you validate them so that all of your customer information is stored in one place.

 

Add files and comments while validating certificates

  1. When you're validating a new certificate, use the Attach File and Comments pane to add extra customer information. 
    CertCapture-AttachFilesComments-Box.png
  2. After you select Validate, the files or comments are attached to the appropriate customer and certificate records.
  3. Later, find your customer record or find your document and then select the Comments & Files tab to review the files and comments.
    • See the following sections of this article if you need to add more files or comments later.

Add files and comments to a customer

  1. Find the customer record and then select the Comments & Files tab.
  2. Select the Add Comment / File button. Attach your file or enter your comments, and then select Add to save.
  3. 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-CustomerRecord-CommentsFiles-Tab.png

Add files and comments to a document

  1. Find the document and then select the Comments & Files tab.
  2. Select the Add Comment / File button. Attach your file or enter your comments, and then select Add to save.
  3. 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

 

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