Add a custom invalid reason

This article applies to:CertCapture

Create a new invalid reason to help track why some documents are invalid when generating reports or searching for documents.

Steps

In CertCapture, go to Settings > Account Settings > Invalid Reasons.
The Invalid Reasons page opens.
Select one of the following:
- Add Invalid Reason: To create a new invalid reason.
- Edit: To edit an existing invalid reason.
Enter a unique name and description.
The name you enter here appears in the invalid reason list when validating documents.
Optional: If your account uses other document types beyond Sales and Use, add other document types the reason can apply to.
Select Add to save.