This article applies to:CertCapture
Learn how to adjust your company settings to refine your document validation workflow.
- In CertCapture, go to Settings > Company Settings > Company Details.
The Company Details page opens.
- Select the Company Settings tab.
- Select Edit Company Settings to adjust the settings.
Refer to the table in the next section for information about each option.
- Select Update Company Settings to save the changes.
Company Settings fields
|Require Tax IDs in Data Entry||You must enter a Tax ID when adding data to an exemption certificate.|
|Use Document Percentages||Tracks certificates that exempt only a percentage of a tax rate.|
|Use Barcodes||Applies a unique barcode stamp to the bottom of newly created compliance forms. The following information is included in the barcode:
The information is formatted as Customer number:Exposure zone ID:Exempt reason ID:Location ID.
|Apply Customer Exposure Zones Only||Removes any exposure zones not associated with the customer account when adding information to an exemption certificate. Helps avoid accidentally applying incorrect states to a customer.|
|Use Exposure Zone Description||The name of the exposure zone is replaced with a description of the exposure. This is helpful when working with exposure zones with generic or uninformative names.|
|Set Default Requested Return Date||Allows the use of a future date as the default Requested Return Date for campaigns. Turning this on helps standardize the duration of a campaign.|
|Populate Customer Email in Validate Documents||When validating a document, your customer's email address is automatically added to the Validation Fax / Email Updates field.|
|Product Exemption Categories||Enables you to create your own product categories for certificates you receive (for example, Party Supplies). After you create a category, you add the tax codes associated with it.|