Send a certificate request

You can send a customer a request to submit a required certificate. Sending certificate requests helps eliminate the hassle of manual document submission and retention.

Try sending a certificate request in the demo above ☝️

1. In the Anrok app , go to Certificates. Take me there!
2. Select Add or request certificate, then click Request certificate from customer.
3. Under Customer, search for the customer by name or customer ID.
4. Under Customer email, enter the email you want to send the request to.
5. When you are finished, click Send request.

Once the customer submits a certificate, you will receive an email from Anrok notifying you to review the submission.

Resend a certificate request

You can resend a pending certificate request if the customer needs a new link or if the email previously used needs to be updated.

Try resending a certificate request in the demo above ☝️

1. In the Anrok app , go to Certificates. Take me there!
2. Select the Pending requests tab, then navigate to the request you want to resend.
3. Click the Options Menu button , then select Resend request.
4. Under Customer email, make adjustments to the email listed if required.
5. When you are finished, click Send request.

Cancel a certificate request

You can cancel a pending certificate request if you or the customer no longer require the certificate to be applied to transactions.

Try canceling a certificate request in the demo above ☝️

1. In the Anrok app , go to Certificates. Take me there!
2. Select the Pending requests tab, then navigate to the request you want to cancel.
3. Click the Options Menu button , then select Cancel request.
4. Click Confirm. 

Review a certificate submission

Once a customer has submitted a certificate, the certificate will appear under the Action required with a status. When reviewing the certificate, you can do one of the following:

• Approve the submission — If you approve a certificate submission, the certificate will move to an status and automatically apply to new transactions moving forward (depending on the jurisdiction specified on the certificate)
• Reject the submission — If you reject a certificate submission, Anrok will automatically remove the certificate request. You can then send the customer a new request.

The ability to reject and accept certificates submitted can give you the flexibility to control certificate accuracy in the event of an audit.

Try reviewing a submission in the demo above ☝️

1. In the Anrok app , go to Certificates. Take me there!
2. Under the Action required tab, navigate to the submission you want to review.
3. Click Review, then review the exemption certificate submitted.
4. When you are finished, click Reject or Approve.
5. If you've selected Reject, enter notes about why you rejected the submission, then click Confirm.

Edit a certificate submission

If you need to adjust the certificate before approval, you can manually edit a submission. These adjustments can include changing the jurisdiction(s) the certificate will apply to or adding helpful notes for future reference.

Try editing a submission in the demo above ☝️

1. In the Anrok app , go to Certificates. Take me there!
2. Under the Action required tab, navigate to the submission you want to edit, then click Review.
3. Click Edit submission, then make adjustments to the following:
   • Certificate details
   • Jurisdiction details
   • Notes
4. When you are finished, click Save changes and approve.