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Essentials of Avalara CertCapture

Essentials of Avalara CertCapture
Essentials of CertCapture training is for everyone who needs to use CertCapture to successfully manage compliance documents.

Essentials of CertCapture training is for everyone who needs to use CertCapture to successfully manage compliance documents. 

About this training

Learn how to set up CertCapture, enter your customers and their exemption certificates, and maintain CertCapture. 

Audience

Everyone using CertCapture

Objectives

Set Up CertCapture

  • Navigate CertCapture
  • Adjust settings like company structure, nexus, and dashboard display preferences

Manage customer data in CertCapture

  • Enter your customers and their documents
  • Search for customer and document records
  • Run reports to monitor the health of your CertCapture database

Maintain customer data in CertCapture

  • Send a document request to a single customer
  • Set up a campaign to ask customers for documents