# Exemption Certificate Management Badge Requirements

Source: https://developer.avalara.com/certification/avatax/document-management-badge/

### Administration/Utilities Integration

| Name | Type | Description | Comments |
|---|---|---|---|
| CertCapture Configuration | Required | The CertCapture Configuration window must allow the user to specify the configuration/connection information.  *   API Username *   API Password *   Client ID(s) |  |
| CertCapture Test Connect Button | Required | Test the connection to the CertCapture service and verifies the CertCapture API credentials. This is an important element to allow for successful troubleshooting of the CertCapture service |  |
| User Implementation Guide | Required | The User Implementation Guide should contain screenshots and information allowing the end user to cofigure CertCapture and information on the functionality of the integration. |  |
| Enable Logging | Required | Enables detailed CertCapture transaction logging within the application including capture of round-trip processing time. |  |
| Batch Load Customers | Suggested | Utility to batch load customer records into CertCapture. |  |
| Request time out definition | Suggested | Define a timeout length for CertCapture requests. |  |
| CertCapture Admin Console Link | Suggested | Link to the CertCapture Application Dashboard. |  |

### Customer Record Integration

| Name | Type | Description | Comments |
|---|---|---|---|
| Create Customer Record | Required | As customer records are created in the ERP, a function to create a corresponding customer record in the CertCapture application is required.   Required Fields:  *   Customer number (unique customer identifier) *   Customer Name *   Mailing Address *   Option for Additional-Ship To Zones on customer record *   Email address |  |
| Update Customer Record | Required | As customer record are updated in the ERP, an function to update the corresponding customer record in the CertCapture application is required. |  |
| Retrieve Customer Exemption Status | Required | Retrieve and display exemption certificate information associated with a customer record.   The displayed information must include:  *   Exempt state *   Exempt reason *   Certificate expiration date *   If existing AvaTax Integration - Optional identify exempt reason on customer record *   No existing AvaTax Integration - Required identify exempt reason on customer record |  |
| View Exemption Certificate | Required | View an exemption certificate associated with customer record. |  |
| Option to Print or Save Certificate | Required | Print or save certificate image on the local system. |  |
| Request new Certificate | Required | As exemption certificates expire, a function to send the customer a request for a new exemption certificate is required. |  |
| Revoke Existing Certificate | Suggested | Optional function to revoke/unlink an existing certificate from a customer record. |  |