CertCapture email notifications and settings

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This article applies to:CertCapture

CertCapture sends emails when users and documents are uploaded CertCapture, new documents are ready to be validated, or scheduled reports are ready for download. These notifications come from "notifications@certcapture.com".

Certain CertCapture notifications can be customized or disabled.

Change "From" address on CertCapture notifications to your customers

Select your name in the upper right and select My Profile.
Select the My Preferences tab.
Select Email Preferences to expand that section.
Customer Email is the email address that appears in the From field on customer notifications, such as document requests.
- By default, CertCapture uses the Corporate Email in your Company Details
- Example: "YourCorporateEmail@avalara.com <via notifications@certcapture.com>"
Select the correct email. The change is saved immediately.

Change "From" address on CertCapture notifications to you

Go to Settings > Company Settings > Company Details.
The Company Details page opens.
Select Edit Company Information.
Adjust the email address listed in the Notification Emails field.
Select Update Company Information to save the changes.

Don't send "New Stack Available..." notifications

Select your name in the upper right and select My Profile.
The My Profile page opens.
Select the My Preferences tab.
Select Certificate Data Entry Preferences to expand that section.
- Data Entry Emails - Uncheck this if you don't want to receive email notifications when new documents are uploaded to your company
- This change is saved immediately

Don't send "Certificate Completion..." notifications for CertExpress requests

Go to Settings > Company Settings > Company Details.
The Company Details page opens.
Select the CertExpress Settings tab.
Select Edit.
- Send Certificate Completion Client Notifications - Set to NO if you don't want to automatically notify your customer their certificate has been received when they respond to your request or submit a form using CertExpress
- This change is saved immediately

Turn off the ability to send "Certificate Validation..." notifications

Select your name in the upper right and select My Profile.
Select My Preferences and then select Certificate Data Entry Preferences to expand that section.
- Validation Notifications - Uncheck this if you don't want the option to notify a customer that their certificate has been processed once you're finished validating it
- This change is saved immediately

Don't send email notifications for blank reports

Select your name in the upper right and select My Profile.
Select My Preferences and then select Email Preferences to expand that section.
- Skip Blank Report Emails - Check this if you want CertCapture to skip sending you a scheduled report if it doesn't contain information
- This change is saved immediately

Example Notifications

Email Notifications	Example
"Welcome to CertCapture" Sent to a newly added CertCapture user Includes a secure link for setting up a username and password Can't be disabled
"CertCapture - New Stack(s) Available for Merging" Sent when documents have been uploaded to your CertCapture company and are ready for you to validate them
"[Success] CertCapture - Bulk Upload Results" Sent when you've successfully imported multiple customers via spreadsheet
"[Error] CertCapture - Bulk Upload Results" Sent when you've imported multiple customers via spreadsheet but something went wrong CertCapture will do its best to identify the problems in your spreadsheet so you can try again
"Certificate Completion Notification" Sent to your customer when they submit a form (such as when they complete a request using CertExpress) Disable at Company Settings > Company Details > CertExpress Settings > Send Certificate Completion Client Notifications
"Certificate Validation Notification" You have the option to send this to a customer after you validate their document Remove the option to send this notification under My Profile > My Preferences > Certificate Entry Preferences > Validation Notifications
"CertCapture Report: (Name of Your Report)" Sent when a previously scheduled report has been generated by CertCapture

Subscribe to CertCapture API Email Alerts

Go to Account Settings > Email Notifications.
Select Add Email Notification.
- Add the email address that should receive notifications
- Select API
- Select Success or Failure
- Select the company (client) API to receive notifications for
- Set the email frequency