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Avalara Help Center

Use document validation buckets

This article applies to:CertCapture

Document validation buckets in CertCapture allow you to limit the documents that a user is able to validate. Users are able to validate documents only in the buckets to which they are assigned.

Before you begin

All users are assigned to the External bucket by default. Removing users from the External bucket is not recommended unless you plan to assign the users to a different bucket.

Steps

  1. In CertCapture, go to Settings > Company Settings > Buckets.
  2. Optional: Add a new Bucket.
    1. Select Add Bucket.
      The Add Bucket menu opens.
    2. Enter a name for the Bucket.
    3. Select Add Bucket.
      The Bucket appears in the list.
  3. Find the Bucket to which you want to assign users or locations, then select one of the following:
    • Assign Users: Select this to assign specific users to the bucket. When a document is added to the bucket during validation, only the assigned users will be able to validate it.
    • Assign Locations: Select this to assign specific locations to the bucket. When a document is added to the bucket during validation, only users assigned to the selected locations will be able to validate it.
  4. Select the Link button to finish linking users or locations to the bucket.
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