Review company details and settings in CertCapture
This article applies to:CertCapture
Review and edit your company details and CertCapture settings.
If you have multiple companies in your account, select a company from the Company drop-down below the CertCapture logo before you change anything.
Steps
- In CertCapture, go to Settings > Company Settings > Company Details.
The Company Details page opens. - Select one of the following tabs:
- Company Information
Review your company logo, AvaTax IDs, contact information, and other general preferences. - Company Settings
Manage your settings and preferences for document collection and validation. - Retail Settings
Manage your settings and preferences for CertCapture Retail document collection and validation. - CertExpress Settings
Manage your settings and preferences for receiving certificates with CertExpress and CertExpress Public. - Retail Purchaser Settings tab
Select Edit Retail Purchaser Settings to specify the fields that your customers are required to enter as they upload certificates, and designate optional fields. - eCommerce Settings tab
Select Manage eCommerce Account to set the CertCapture for eCommerce credentials you'll use if you install CertCapture for eCommerce.
- Company Information
- Select Edit to adjust the settings.
- Select Update to save the changes.