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Change document attributes in bulk

This article applies to:Avalara CertCapture

Use attributes in CertCapture to track certain features about your exemption certificates and other compliance documents, such as certificates that are multi-jurisdictional, uploaded via CertExpress, or even custom attributes. If you identify a group of documents that need certain attributes added or removed, change the attributes for multiple documents at once.

Steps

  1. In CertCapture, search for the certificates you want to edit.
  2. Select the Perform Action on Results menu and then select Change Attributes.
  3. Select the attributes that you would like to add or remove.
  4. Select Update Attributes.
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