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How do I delete a document I uploaded in CertCapture in error?

Overview

I have uploaded a document in error. How do I delete it?

Environment

Avalara CertCapture

Resolution

  • Go to the document upload you want to delete:

    • Click Data Entry > Validate Documents > Just below Upload Document (at right) it should show Available Documents

      • If you already claimed the document, click it and choose My Unfinished Documents from that dropdown

  • For documents in the Ready for Merge stage:

    • Click the Document > at the top, click SUBMIT

    • This moves the document to the Validate stage where you can delete it

  • For documents in the Ready for Validation stage:

    • Click the Document > click Delete