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View the history of changes to a document or customer

This article applies to:CertCapture

Your database of compliance documents and customer information should be kept accurate and up-to-date. Review the history of changes to customers and documents to see which user made changes, when the changes were made, and any API errors that may prevent exemption certificates from being applied.

Steps

  1. In CertCapture, search for a document or certificate, and then select it to view the details.
  2. Select the History tab to view the history of changes.
    Time stamps are displayed in Coordinated Universal Time (UTC).

If you use CertCapture with AvaTax, the History tab of exemption certificates includes the history of API calls to AvaTax. Learn more about common API errors, and how to fix them

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