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Maintain CertCapture

Learn how to use CertCapture on a day-to-day basis

Learn how to use CertCapture on a day-to-day basis.

About this training

Find out how to manage customers, documents, and users in CertCapture.

Audience

Everyone using CertCapture.

Objectives

Maintain customer data in CertCapture

  • Send a document request to a single customer
  • Set up a campaign to ask customers for documents
  • Run reports to monitor the health of your CertCapture database
  • Add and delete users to maintain access to CertCapture
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