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
- In CertCapture, select Settings.
- Select Company Settings > Data Entry Sets.
- Find the Data Entry Set you'd like to edit and select Edit.
- 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. - Select Update.