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.
Everyone using CertCapture
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