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Avalara Help Center

Where is the upload option when completing a document request in CertExpress?

Overview

When completing a document request in CertExpress, you don't have the option to upload a copy of your document.

Environment

Avalara CertExpress

Resolution

To reduce document errors, CertExpress guides users through the fields of a document one by one. A setting in CertCapture controls whether or not you can upload a file instead of filling out fields.

To allow file uploads, an administrator of the CertCapture account that sent the original request must change the following setting in CertCapture:

  • Go to Settings Company Settings > Company Details > CertExpress Settings > Disable Upload from Fillable Forms
  • The default value of this setting is yes. Set it to no to restore the Import a copy of your document button to the CertExpress workflow