This article applies to:CertCapture
Exemption certificates and other tax compliance documents should be accurate and up-to-date. Learn to edit a document in CertCapture to adjust details, link it to other customers, or delete it.
- Edit a document.
Individually edit the details of exemption certificates and other compliance documents.
- Edit documents in bulk.
Most changes need to be made individually, but the following changes can be made for multiple certificates at a time:
- Delete a document.
Individually delete documents if they were uploaded in error.