# User guide

Source: https://developer.avalara.com/products/ecm/integration-guides/document-management/ydf0559411287520/

Guide: Exemption Certificate Management (ECM)

# User guide

Learn about the required elements and content for creating a user guide for ECM configuration and usage.

**Element type:** Required

**Endpoints/Models used:** N/A

Your implementation must include a user guide that contains screenshots and steps describing how to configure and use ECM. It must include specifically:

-   Where users enter the company code

-   Where users enter their credentials

-   How to create and identify customers

-   How to identify customer exemptions

This guide should be available online and be kept up to date. Avalara's implementation team and your users will rely on this guide when going through the onboarding process. Click [here](https://www.avalara.com/dam/assets/documents/user-guide-for-avalara-avatax-dm-integration.docx) to download a user guide template for the Exemption Certificate Management (ECM) badge.