Keep CertCapture up to date

Keep CertCapture up to date

Track customer records and request compliance documents

About this course

What you learn
Run reports to track compliance documents and ask individuals or groups of customers for needed documents.

How long it takes
About 30 minutes. Select lessons as you need them and come back any time to finish.

Who it's for
If you're responsible for making sure CertCapture is up to date as your business evolves, this course is for you.

Curriculum30 min

  • Find customers and documents
  • Pick the best way to search
  • Find customers
  • Find documents
  • Save reports
  • See what you learned
  • Ask customers for documents
  • Pick the best way to ask
  • Make a cover letter
  • Ask one customer
  • Ask a group of customers for the first time
  • See what you learned
  • Manage users
  • Add users
  • Delete users
  • See what you learned
  • Keep learning
  • Keep learning

About this course

What you learn
Run reports to track compliance documents and ask individuals or groups of customers for needed documents.

How long it takes
About 30 minutes. Select lessons as you need them and come back any time to finish.

Who it's for
If you're responsible for making sure CertCapture is up to date as your business evolves, this course is for you.

Curriculum30 min

  • Find customers and documents
  • Pick the best way to search
  • Find customers
  • Find documents
  • Save reports
  • See what you learned
  • Ask customers for documents
  • Pick the best way to ask
  • Make a cover letter
  • Ask one customer
  • Ask a group of customers for the first time
  • See what you learned
  • Manage users
  • Add users
  • Delete users
  • See what you learned
  • Keep learning
  • Keep learning