This article applies to:CertCapture
Unlink a document from a customer record if it was mistakenly linked, or if you plan to delete the customer.
- In CertCapture, search for the customer whose document you want to remove.
- Select the customer number.
The customer Details tab opens.
- Select the Taxability Info tab.
- On the Taxability Info page, find the document you want to unlink, then right-click the document and select Unlink This Certificate.
- Review the confirmation message that appears.
- Select OK to proceed with unlinking the document from the customer.