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Create custom fields for documents

This article applies to:CertCapture

If you want to store additional document information in CertCapture, consider adding custom fields that you can use for document or customers.

Steps

  1. In CertCapture, go to Settings > Company Settings > Custom Fields.
  2. Select the Certificates tab.
  3. Select Add Custom Field.
    CertCapture6_CustomFields1.png
  4. In the Add Certificate Custom Field dialog box, follow these steps:
    1. Under Name, type a name for the new certificate field.
    2. Under Type, select one of the following:
      • Text: Use this option if CertCapture users can only enter text in the custom field.
      • Select: Use this option if CertCapture users must select one option from a drop-down menu, and then follow these steps:
        • Under Possible Values, type the name of a certificate field that users can select from the drop-down menu, and then select ENTER on your keyboard.
        • Type the name of another certificate field that users can select from the drop-down menu, and then select ENTER on your keyboard.
        • When you're finished adding certificate fields, go to step C.
      • Multi-select: Use this option if CertCapture users can select more than one certificate field from a drop-down menu, and then follow these steps:
        • Under Possible Values, type the name of a certificate field that users can select from the drop-down menu, and then select ENTER on your keyboard.
        • Type the name of another certificate field that users can select from the drop-down menu, and then select ENTER on your keyboard.
        • Type the name of another certificate field that users can select from the drop-down menu, and then select ENTER on your keyboard.
        • When you're finished adding certificate fields, go to step C.
      • Boolean: Use this option if CertCapture users can select Boolean parameters such as OR, AND, and NOT to select the new certificate field.
    3. Check the Used in Data Entry? checkbox if this field should be included in the data-entry process.
    4. Check the Required in Data Entry? checkbox if this is included in data entry and it's a required field.
      If it's a required field in data entry, the validating user cannot validate certificates unless the customer field is entered.
  5. Select Add to save your changes.

Adding custom fields to your CertCapture database adds search fields to the advanced customer and document search tools. To search for customers or documents by custom field content, go to Search > Certificate Search. Select the Advanced button to expand search options. Use the custom fields you added to filter your CertCapture database, making it easier to find customers and their documents. For more information, see search for certificates and customers.

 

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