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Avalara Help Center

Use WalkMe for CertCapture

This article applies to:Avalara CertCapture

Use WalkMe to guide you through specific tasks in CertCapture. If the task you need is not available in the tool, use the WalkMe search bar to find a relevant article in the Avalara Help Center.

Steps

  1. In CertCapture, select the Walk Me Through tab that appears in the lower right corner on all CertCapture screens.
    UseWalkMe-CertCapture-WalkMeThrough.png
  2. In the How Can We Help You? dialog box, scroll down the list of frequently asked navigation questions and select the one you need help with.
    UseWalkMe-CertCapture-Dashboard.png
  3. Follow the instructions in the dialog boxes to complete the task you chose.
    Allow 1-2 seconds for each dialog box to load between steps. 
  4. Continue to follow the dialog boxes until you have completed your objective.
    UseWalkMe-CertCapture-InstructionExamples.png

If the task you need to complete is not covered in the frequently asked questions, type your query into the WalkMe search bar and scroll to see relevant search results from the Avalara Help Center.
 

If you would prefer not to see the WalkMe tab in CertCapture, follow a few simple steps to disable it.

See also

Disable WalkMe in CertCapture
Get started with CertCapture

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