# Document management requirements

Source: https://developer.avalara.com/avatax-dm-combined-erp/about-this-guide/dm-requirements/

# Document management requirements

This section provides an overview of the [Document Management](https://developer.avalara.com/certification/avatax/document-management-badge/) badge requirements that you need to meet in order to become a certified partner. Review this section to help you plan your integration.

Administration and utilities

This section describes the requirements for the settings window of your integration.

Requirement

Use Case

Endpoints/models

Required/Conditional/Suggested

[Batch load customers](/avatax-dm-combined-erp/common-setup/design-the-user-experience/dm/batch-load-customers)

Your integration should allow you to batch load customer records into CertCapture

[CreateCustomers](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Customers/CreateCustomers/)

Suggested

Customer record integration

This section describes the requirements for setting up your customers.  

Requirement

Use Case

Endpoints/models

Required/Conditional/Suggested

[Create customer record](/avatax-dm-combined-erp/document-management/design-considerations/create-customer-record)

As customer records are created, a function to create a corresponding customer record in the Document Management application is required.

Required Fields:

-   Customer Code
-   Customer name
-   Mailing address

[CreateCustomers](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Customers/CreateCustomers/)

Required

[Update customer record](/avatax-dm-combined-erp/document-management/design-considerations/update-customer)

As customer records are updated in your application, a method to update the corresponding customer record in Document Management application is required.

[UpdateCustomer](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Customers/UpdateCustomer/)

Required

[Retrieve customer exemption status](/avatax-dm-combined-erp/document-management/design-considerations/retrieve-customer-exemption-status)

Retrieve and display exemption certificate information associated with a customer record.

The displayed information must include:

-   Exempt state
-   Exempt reason
-   Certificate expriation date
-   For existing AvaTax integrations, optionally identify exempt reason on a customer record
-   For non-existing AvaTax integrations, you must identify the exempt reason on the customer record

[GetCustomer](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Customers/GetCustomer/)

Required

[View exemption certificate](/avatax-dm-combined-erp/document-management/design-considerations/view-exemption-certificate)

Your integration must provide a way to view an exemption certificate associated with a customer record.

[DownloadCertificateImage](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Certificates/DownloadCertificateImage/)

Required

[Print or save certificate](/avatax-dm-combined-erp/document-management/design-considerations/print-or-save-certificate)

Your integration must allow for certificates to be printed or saved on the local system.

[GetCertificate](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Certificates/GetCertificate/)

Required

[Request new certificate](/avatax-dm-combined-erp/document-management/design-considerations/request-new-certificate)

As exemption certificates expire, a function to send the customer a request for a new exemption certificate is required.

[CreateCertExpressInvitation](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/CertExpressInvites/CreateCertExpressInvitation/)

Required

[Revoke existing certificate](/avatax-dm-combined-erp/document-management/design-considerations/revoke-certificate)

Your integration should provide a method to revoke/unlink a certificate from a customer record

[UnlinkCertificatesFromCustomer](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Customers/UnlinkCertificatesFromCustomer/),

[UnlinkCustomersFromCertificate](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Certificates/UnlinkCustomersFromCertificate/)

Suggested

[Previous](/avatax-dm-combined-erp/about-this-guide/refunds-requirements)

[Next](/avatax-dm-combined-erp/about-this-guide/companyid-vs-companycode)