Save searches to use again later
This article applies to:Avalara CertCapture
Make a search as detailed as you want, and then save it for quick access later. You can save the settings for both Certificate Search and Certificate Search.
Steps
- In CertCapture, search for customers or documents.
- On the results page, select Save Search.
- Enter a name for your search. You'll use this to identify it later.
- Select Save Search.
To access your saved searches, go to Search > Saved Searches. You can also delete saved searches from this menu.