Review previous document requests

This article applies to:CertCapture

View a history of document requests that you've sent to a customer via CertCapture.

Steps

In CertCapture, select Search > Customer Search.
Enter your search criteria:
- If you're looking for a request for a specific customer, enter their Customer Number.
- If you want to find requests for multiple customers:
  1. Select Advanced.
  2. Select Campaign Criteria to expand the section.
  3. From the Has Requests drop-down, enter a date range. Requests sent in this date range are included in the search results.
Select Get Search Results.
Select a customer number to view the customer details.
Select the Requests tab to view details for recent requests sent to the customer.