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Avalara Help Center

Can we skip the validation process for certs in CertCapture?

Overview

You would like to skip the validation step when a customer responds to your request for certs through the web portal.

Environment

Avalara CertCapture

Resolution

  • Yes, certificates submitted by your customers online (via the Webportal) can be automatically accepted, skipping the Validation process (under Data Entry
  • To disable the validation process for Webportal submitted certificates, allowing them to be automatically validated, email support@avalara.com:
    • Email must be sent from a user who is an Admin User in your company account
    • Include Company NameClient ID (Company Settings Company Details > Client ID is shown in header)
    • Once we update the setting any new certificates submitted online will be automatically approved
      • Previously submitted certificates will remain in Webportal certificate stacks under Data Entry
  • It is not possible to avoid Validation for certificates manually uploaded under Data Entry, nor is it possible to avoid validation for faxed certificates