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Create custom attributes in CertCapture

This article applies to:Avalara CertCapture

Use attributes to differentiate customers and certificates in CertCapture, and then use attributes to enhance searches and reports. CertCapture's default attributes are useful for most industries, but you can also create your own.

Steps

  1. In CertCapture, go to the Attributes page for certificates or customers:
    • Settings > Account Settings > Certificate Attributes
    • Settings > Account Settings > Customer Attributes
  2. Select Add Attribute.

    CC-Attributes-New.png
  3. Select Add to save the new attribute.

Use the Edit and Delete buttons to modify existing attributes.

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