Set up CertCapture

Set up CertCapture

Set up your account and learn how CertCapture works

About this course

What you learn
Set up your account, make sure you're managing documents in the right jurisdictions, and give the right people the access they need.

How long it takes
About 45 minutes. Select lessons as you need them and come back any time to finish.

Who it's for
Wherever you’re at with setup—just beginning, in the middle, or recently finished—this course is for you.

Curriculum45 min

  • Get to know CertCapture
  • How it works
  • Take a tour
  • See what you learned
  • Before you set up
  • Make setup easy
  • Set up your account and company
  • Verify account details
  • Build your company hierarchy
  • Add company details
  • See what you learned
  • Add users
  • Add users
  • See what you learned
  • Set up nexus
  • Set up nexus
  • See what you learned
  • Explore the exemption matrix
  • Explore the exemption matrix
  • See what you learned
  • Keep learning
  • Keep learning

About this course

What you learn
Set up your account, make sure you're managing documents in the right jurisdictions, and give the right people the access they need.

How long it takes
About 45 minutes. Select lessons as you need them and come back any time to finish.

Who it's for
Wherever you’re at with setup—just beginning, in the middle, or recently finished—this course is for you.

Curriculum45 min

  • Get to know CertCapture
  • How it works
  • Take a tour
  • See what you learned
  • Before you set up
  • Make setup easy
  • Set up your account and company
  • Verify account details
  • Build your company hierarchy
  • Add company details
  • See what you learned
  • Add users
  • Add users
  • See what you learned
  • Set up nexus
  • Set up nexus
  • See what you learned
  • Explore the exemption matrix
  • Explore the exemption matrix
  • See what you learned
  • Keep learning
  • Keep learning