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Search for documents and customers

This article applies to:CertCapture

Once you've added your customers and validated their documents in CertCapture, learn to search your database to find and review them. When you find what you're looking for, export the resultsedit your records, print certificates, or save your search for next time.

Before you can search for documents and customers, you'll need to add your customers and validate their documents in CertCapture.

There are several ways to search:

  • Search for documents and customers using Quick Search.
    Search for customers or documents by keyword, without needing to enter detailed search criteria. This is a good option if you know the customer name or customer number. 
  • Search for documents.
    Enter search criteria to find a specific set of documents, such as all Texas resale certificates expiring within the next 60 days.
  • Search for customers.
    Enter search criteria to find a specific set of customers, such as all customers with a mailing address in Washington.
  • Save searches to use again later.
    Enter and save your search criteria so you can easily generate the same search on a recurring basis.
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