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Manage vendors in CertExpress

This article applies to:CertCapture

If your business is tax exempt and you need to send your exemption certificates to vendor, you can use CertExpress to organize companies and vendors that you do business with. Documents are organized by company in CertExpress.

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Tip

If you're a CertCapture user, you can use CertCapture request documents from a customer. You don't need to sign in to CertExpress to request documents from a customer.

Steps

  1. In CertExpress, select Documents.
  2. Select Add a Company.
  3. Enter the company name and company information.
  4. Select Save.
    Optionally, click Save and Add Another to quickly add multiple companies.
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