Skip to main content
Avalara Help Center

Claim a document

This article applies to:CertCapture

Learn how to claim new documents in CertCapture so you can merge and validate them later.

Before you begin

Upload a document. 

Steps

  1. In CertCapture, go to Manage Documents > Upload and Validate Documents.
    The Upload and Validate Documents page opens.
  2. Select the checkbox to the left of any documents you want to claim, then select Action > Claim Documents.
    The documents are claimed, and the validation screen opens. You can close the validation screen if you don't plan to merge or validate the documents immediately.

If you won't be able to merge or validate the document in a timely manner, make sure to release the document so another one of your team members can merge and validate it.

See also  

Upload and validates documents in CertCapture
Release a document

  • Was this article helpful?