Maintain CertCapture

Maintain CertCapture

Learn how to keep CertCapture up to date so it always reflects your business activity

About this class

Find out how to manage customers, documents, and users in CertCapture.

You need about 30 minutes to take this class.

Curriculum

  • Let's go
  • Class info
  • 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
  • Congratulations!
  • Congratulations!

About this class

Find out how to manage customers, documents, and users in CertCapture.

You need about 30 minutes to take this class.

Curriculum

  • Let's go
  • Class info
  • 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
  • Congratulations!
  • Congratulations!