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Avalara Help Center

How do I edit an existing cover letter in CertCapture?

Overview

You want to know how to change the content of a cover letter to add an image, change text, or include additional information such as a client username or a link to CertExpress.

Environment

Avalara CertCapture

Resolution

  • Go to Manage Documents > Email Templates and Cover Letters > find the cover letter you want to edit > click Edit
    • If you do not see Edit, you do not have permission to make changes. In that case, contact your account administrator to gain access
    • Cover Letters and other message settings are discussed in greater detail within Request Documents.