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Upload a certificate image - ECM Essentials

This article applies to:AvaTax

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We're currently migrating AvaTax Exemptions customers to our new exemption certificate management product, Avalara Exemption Certificate Management (ECM) Essentials.

If you've found this page and the instructions don't match your experience, find the help you need for AvaTax Exemptions in the AvaTax user guide.

Upload a certificate image for customers with out-of-date or missing images.

Before you begin

Add an exempt customer if you haven't already.

Steps

  1. In the menu, select Exemptions > Certificates.
    The Certificates page opens.
  2. Find the certificate you want to attach an image to, and select the Certificate ID.
    The details page for the certificate opens.
  3. Select Upload a certificate.
    • If there's already an image associated with this certificate, uploading a new image replaces the old one.
  4. Find the file on your computer and select Open

The certificate image is now associated with the certificate you uploaded it to.