CertCapture Company Settings tab
This article applies to:CertCapture
Learn how to adjust your company settings to refine your document validation workflow.
Steps
- 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
| Field | Description | ||
| Require Tax IDs in Data Entry | You must enter a Tax ID when adding data to an exemption certificate. | ||
| Use Certificate Percentages |
Allows you to enter an exempt percentage to exemption certificates.
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| 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. |
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| 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. |
