This article applies to:CertCapture
View a history of document requests that you've sent to a customer via CertCapture.
- In CertCapture, select Search > Customer Search.
- Enter your search criteria:
- If you're looking for a request for a specific customer, enter their Customer Number.
- If you want to find requests for multiple customers:
- Select Advanced.
- Select Campaign Criteria to expand the section.
- From the Has Requests drop-down, enter a date range. Requests sent in this date range are included in the search results.
- Select Get Search Results.
- Select a customer number to view the customer details.
- Select the Requests tab to view details for recent requests sent to the customer.