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Avalara Help Center

Upload documents in CertCapture

This article applies to:Avalara CertCapture

Once you've added your customers to CertCapture, you'll upload the exemption certificates that they've sent you. Uploading new documents for customers with documents already on file will not replace the existing document. Review the differences between active and historical certificates to learn how CertCapture uses a set of rules to determine which certificate should be active.

Steps

  1. In CertCapture, go to Manage Documents > Validate Documents, and then select Upload Document.
  2. Select Choose File. Find and select an individual file or a zipped folder containing multiple files, and then select Open.
  3. Optional: Adjust the upload options. See the Upload Documents fields section for more information about these options.
  4. Select Upload. You'll receive an email when the upload is finished and your files are ready to be merged or separated.

After uploading the documents, the next step is to merge or separate them.

If you upload a file by mistake, you can delete it before merging or validating it.

Upload Documents fields

Field Description
Upload File

Choose the file to upload. The following file formats are accepted: PDF, PNG, JPEG, GIF, TIFF, ZIP.

Priority Set the priority to move important documents to the front of the processing queue.
Claim Document Choose whether to automatically assign the document to yourself. Leave this blank to send the file to the general processing queue so another user can validate it.
Auto-Split Choose Yes if your file has multiple certificates and each certificate is on a single page. CertCapture automatically separates those pages into individual documents.
Exposure Zone Select the jurisdiction associated with the document. If the file includes multiple files with different Exposure Zones, you can leave this option blank and set the jurisdictions when you validate the document.
Document Category Select the exemption reason for the document. This can also be set when you validate the document.
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