This article applies to:CertCapture
Learn how to adjust your settings to refine your CertCapture for Retail workflow.
- In CertCapture, go to Settings > Company Settings > Company Details.
The Company Details page opens.
- Select the Retail Settings tab.
- Select Edit Retail Settings to adjust the settings.
Refer to the table in the next section for information about each option.
- Select Update Retail Settings to save the changes.
|Show Pending Certs||Status appears as Pending if a customer's document is waiting to be processed in data entry.|
|Show Customers Without Certs||Customers missing documents appear in searches in CertCapture for Retail.|
|Submit to Data Entry||
Submitted certificates appear in data entry. When disabled, certificates are automatically deemed valid upon submission.
See this guide for more information.
|Append Barcode||A barcode is stamped at the bottom of all certificates created in CertCapture for Retail.|
|Append Certificate ID||A certificate ID is stamped at the bottom of all certificates created in CertCapture for Retail.|
|Disable Upload||Disables document upload for CertCapture for Retail.|
|Print/Preview Document||Customers can print and Preview documents.|