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Avalara Help Center

Add and Request Compliance Documents

Webinar description

This workshop-based webinar walks you through the process of importing, validating, and requesting documents. We also review your logistic reports and the Admin Console to see where your customers are located when CertCapture syncs with AvaTax.

Get ready

Before the webinar:

AAT-Get Started-Checkbox.png Obtain your user name and password

AAT-Get Started-Checkbox.png Import customers

AAT-Get Started-Checkbox.png Review Get Started with CertCapture

AAT-Get Started-Checkbox.png A compliance document scanned as a PDF

AAT-Get Started-Checkbox.png  Questions? Check out our Avalara online training help

Webinar information

Audience:  New CertCapture users who have already attended or watched the Get Started with CertCapture webinar.

Objective:  After this webinar you will be able to import and validate documents.


  • Scan and upload documents
  • Validate documents
  • Send a single request
  • Campaigns
  • Overview of sync between CertCapture and the Admin Console
  • Failed API calls (Logistic reports)

Recorded webinar

If you can't attend a scheduled webinar, you can view one of our previously recorded webinars:

RecordedWebinars-Blue-xs.png  Add Compliance Documents to CertCapture Webinar

Post webinar resources

After attending this webinar, additional resources are available to you.