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Request documents from customers

This article applies to:CertCapture

Store customer records and compliance documents in CertCapture. Use CertCapture to obtain new or updated documents through a single request or as part of a larger campaign.

  • Request documents from a customer.
    If you need tax compliance documents from a specific customer, request the documents from them individually.
  • Create a campaign to request documents from multiple customers.
    If you need tax compliance documents from multiple customers, create a mailing campaign to request them all at once.
  • Review previous document requests.
    Check to see which documents have already been requested, and when the requests were sent.

After you successfully request documents from customers, run reports to monitor your records for missing or invalid certificates.

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