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Avalara Help Center

Edit Data Entry Sets in CertCapture

This article applies to:Avalara CertCapture

Data Entry Sets are groups of regions that you can select when validating documents. Edit a Data Entry Set if you need to change the regions associated with it.

Steps

  1. In CertCapture, select Settings. 
  2. Select Company Settings > Data Entry Sets.
  3. Find the Data Entry Set you'd like to edit and select Edit.
  4. Edit the name, or change the regions included in the Data Entry Set.
    If a Data Entry Set is System Generated, you won't be able to change its name.
  5. Select Update.
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