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Use document validation buckets

This article applies to:CertCapture

Create and manage document validation buckets in CertCapture to limit access to documents to assigned users or locations.

Steps

  1. In CertCapture, go to Settings > Company Settings > Buckets.
  2. Select Add Bucket.
  3. 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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