All about CertCapture
CertCapture is a powerful management tool that creates, validates, stores, and manages sales tax exemption and reseller certificates and makes them available for easy retrieval. Learn how to manage your exemption certificates using CertCapture.
- "An invalid value for Bucket was received" error in CertCapture
- "Could not determine application access" error when trying to sign in to CertCapture
- Add attributes to a customer
- Add attributes to a document
- Add a company
- Add a company signature for outgoing documents
- Add a cover letter for outgoing documents
- Add a customer
- Add a customer in CertCapture for Retail
- Add a custom exempt reason
- Add a custom exposure zone
- Add a custom gateway question for outgoing documents
- Add a custom invalid reason
- Add a document request cover letter
- Add a ship-to customer to create a billing and shipping customer relationship
- Add a user
- Add a user to multiple accounts
- Add customers to CertCapture
- Add files and comments to a customer
- Add files and comments to a document
- Add multiple exemption certificates for a customer in a single region
- Add or remove a customer shipping region
- Add Product Exemption Categories
- Add shipping regions to multiple customers
- Assign a Product Exemption Category to a certificate
- Assign a Retail user to a company
- Assign a Retail user to a company location
- Assign a user to a company
- Assign documents to an auditor
- Assign multiple users to a company
- Audit your exemption records
- Billing and shipping customer frequently asked questions
- CertCapture Company Information tab
- CertCapture Company Settings tab
- CertCapture email notifications and settings
- CertCapture Retail Settings tab
- CertExpress Public
- CertExpress Settings tab
- Change certificate exemption reasons in bulk
- Change certificate expiration dates in bulk
- Change document attributes in bulk
- Change document invalid reasons in bulk
- Change multiple customer numbers with an import template
- Change the default CertCapture company
- Change your password
- Check CertCapture product usage
- Check exemption sync errors
- Claim a document
- Clone a campaign round
- Clone a cover letter
- Complete requests in CertExpress
- Configure CertCapture to automatically accept and validate documents
- Create an exemption certificate in CertCapture for Retail
- Create an Exempt Reason Statistics report in CertCapture
- Create an Invalid Customer report in CertCapture
- Create a BillTo - ShipTo Customer report in CertCapture
- Create a campaign to request documents from multiple customers
- Create a company grouping
- Create a custom user role
- Create a drop ship customer in CertCapture
- Create a Failed API Calls report
- Create a Failed Uploads report in CertCapture
- Create a Global Admin Log report in CertCapture
- Create a retail company location
- Create a Same-As customer relationship in CertCapture
- Create a Single Use exemption certificate
- Create a User report in CertCapture
- Create campaigns by state
- Create certificate reports in CertCapture
- Create custom attributes in CertCapture
- Create custom fields for customers
- Create custom fields for documents
- Create Data Entry Sets in CertCapture
- Create Retail users
- Customize CertCapture for Retail settings
- Customize nexus settings in CertCapture
- Customize your Retail Purchaser settings in CertCapture
- Delete an exempt reason
- Delete an exposure zone
- Delete an invalid reason
- Delete a company
- Delete a customer
- Delete a document
- Delete a tax code from a Product Exemption Category
- Delete multiple customers
- Delete multiple documents
- Delete uploaded files before validation
- Disable an exempt reason
- Disable custom fields
- Disable WalkMe in CertCapture
- Download and print a document in CertCapture
- Download and print multiple documents in CertCapture
- Download blank certificates in CertCapture
- Edit a document
- Edit a Product Exemption Category name
- Edit a user
- Edit customer details
- Edit Data Entry Sets in CertCapture
- Edit multiple customers with an import template
- Edit or delete a recurring report
- Email a report on a schedule
- Enable imports in CertExpress Public
- Escalate documents in CertCapture
- Exclude a customer from a document request campaign
- Export and review campaign data
- Export reports or search results
- Fix CertCapture API errors
- Get a CertExpress Public link to share
- Get started using the CertCapture REST API
- Get started using Vendor Exemptions
- Guidelines for the Basic Information customer import template
- Guidelines for the Full Information customer import template
- Import certificates without images
- Import many customers into CertCapture
- Import multiple files in CertExpress Public
- Install CertCapture for eCommerce
- Keep Avalara CertCapture up to date
- Link CertCapture to AvaTax
- Log in to CertCapture
- Manage CertCapture reports
- Manage companies in CertCapture
- Manage users in CertCapture
- Manage your CertCapture company details and settings
- Mark a CertCapture customer as taxable in a state
- Mark a document as invalid
- Merge or separate a document
- Print CertCapture for Retail job aids
- Product Exemption Categories in CertCapture
- Release a document
- Remove a Same-As customer relationship in CertCapture
- Remove a ship-to region from a customer
- Remove a user
- Renew an Exemption Certificate in Retail
- Reprocess documents to fix upload errors
- Request documents by retail location
- Request documents from a customer
- Request documents from customers
- Reset a user password
- Reset your password if you forget it
- Resolve CertCapture REST API errors
- Revalidate a document
- Review customers for possible Same-As relationships
- Review previous document requests
- Save searches to use again later
- Search for customers
- Search for documents
- Search for documents and customers
- Search for documents and customers using Quick Search
- Send an affidavit to a customer to provide temporary exempt status
- Send a CertCapture document to AvaTax
- Send a single document
- Send CertCapture documents to AvaTax in bulk
- Set the expiration period for affidavits
- Set up CertCapture for Retail
- Set up CertCapture to collect federal withholding documents
- Sign in to CertCapture
- Switch between document types in CertCapture
- Template tags available in CertCapture
- Tour CertCapture
- Transfer data between CertCapture accounts
- Troubleshoot document uploads in CertCapture
- Understanding active and inactive certificates
- Understanding affidavits in CertCapture
- Understanding billing and shipping customer relationships
- Understanding campaigns in CertCapture
- Understanding customer numbers in CertCapture
- Understanding document status in CertCapture
- Understanding multijurisdictional documents
- Understanding Same-As customer relationships in CertCapture
- Understanding the Expand Bill-to-Ship Addresses campaign settings
- Understanding the Exposure and Non-Nexus exempt reasons in CertCapture
- Understanding user roles
- Understand certificate barcodes
- Unlink a document from a customer
- Unlock your account after three failed sign-in attempts
- Update customer attributes in bulk
- Update document attributes in bulk
- Upload and validate documents in CertCapture
- Upload a document
- Use document validation buckets
- Use Quick Links to navigate CertCapture
- Use the exemption matrix to customize your settings
- Use the exemption matrix to customize your settings for outgoing documents
- Use WalkMe for CertCapture
- Use widgets in CertCapture
- Validate a document
- View the history of changes to a document or customer
- You're new to CertCapture but your company isn't