Manage customers and documents

Manage customers and documents

Add and edit customer records and their compliance documents

About this course

What you learn
Add customers to CertCapture and process their compliance documents to ensure their records are complete.

How long it takes
About 25 minutes. Select lessons as you need them and come back any time to finish.

Who it's for
If you're responsible for managing customers and their certificates, this course is for you.

 

 

Rather watch an expert?

Check out a one and a half hour on-demand CertCapture demo

Curriculum25 min

  • Add Customers
  • Add customers
  • See what you learned
  • Add Documents
  • Add documents
  • See what you learned
  • Keep learning
  • Keep learning

About this course

What you learn
Add customers to CertCapture and process their compliance documents to ensure their records are complete.

How long it takes
About 25 minutes. Select lessons as you need them and come back any time to finish.

Who it's for
If you're responsible for managing customers and their certificates, this course is for you.

 

 

Rather watch an expert?

Check out a one and a half hour on-demand CertCapture demo

Curriculum25 min

  • Add Customers
  • Add customers
  • See what you learned
  • Add Documents
  • Add documents
  • See what you learned
  • Keep learning
  • Keep learning