This webinar provides a brief overview of the CertCapture dashboard, company details, and user settings. We'll workshop how to add users, change nexus, and add your logo. Learn how to navigate CertCapture with widgets, quick search, and quick links. You'll also learn how to add a single customer to CertCapture and use the import template to add multiple customers at once (bulk import). We provide best practice recommendations for customer import processes.
Before the webinar:
Obtain your user name and password for CertCapture
List of customers
Questions? Check out our Avalara online training help
Audience: New CertCapture users
Objective: After this webinar you will be able to identify the key features of CertCapture and leverage their basic functions.
If you can't attend a scheduled webinar, you can view one of our previously recorded webinars: