Retrieve an existing CertExpress invitation sent to a customer.

A CertExpression invitation allows a customer to follow a helpful step-by-step guide to provide information about their certificates. This step by step guide allows the customer to complete and upload the full certificate in a convenient, friendly web browser experience. When the customer completes their certificates, they will automatically be recorded to your company and linked to the customer record.

The CertExpress website is available for customers to use at any time. Using CertExpress with this API will ensure that your certificates are automatically linked correctly into your company so that they can be used for tax exemptions.

Before you can use any exemption certificates endpoints, you must set up your company for exemption certificate data storage. Companies that do not have this storage system set up will see CertCaptureNotConfiguredError when they call exemption certificate related APIs. To check if this is set up for a company, call GetCertificateSetup. To request setup of exemption certificate storage for this company, call RequestCertificateSetup.

Security Policies

• This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, BatchServiceAdmin, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
• This API depends on the following active services:Required (all): AvaTaxPro, ECMEssentials, ECMPro, ECMPremium, VEMPro, VEMPremium, ECMProComms, ECMPremiumComms.