> This page is for Documentation, version Get certified.
> For other versions, use one of these documentation indexes:
> - Integration guides (default): https://avalara.ferndocs.com/docs/integration-guides/llms.txt
> - Refactor guides: https://avalara.ferndocs.com/docs/refactor-guides/llms.txt
> - Get certified: https://avalara.ferndocs.com/docs/get-certified/llms.txt
> - Agent to Agent (A2A): https://avalara.ferndocs.com/docs/agent-to-agent-a2a/llms.txt
> - AI use cases: https://avalara.ferndocs.com/docs/ai-use-cases/llms.txt
> - API versioning: https://avalara.ferndocs.com/docs/api-versioning/llms.txt

> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://avalara.ferndocs.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://avalara.ferndocs.com/_mcp/server.

# Document Management badge

### Administration/Utilities Integration

| Name                        | Type      | Description                                                                                                                                                                                | Comments |
| --------------------------- | --------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | -------- |
| ECM/AvaTax Configuration    | Required  | The ECM / AvaTax Configuration window must allow the user to specify the configuration/connection information.  \*   Account Number \*   License Key \*   Environment (Sandbox/Production) |          |
| ECM Test Connect Button     | Required  | Test the connection to the ECM service and verifies the ECM/AvaTax API credentials. This is an important element to allow for successful troubleshooting of the ECM service.               |          |
| Company Code                | Required  | Merchants should have the ability to designate which company within their account is linked to this integration. This can be done using the Company Code Lookup.                           |          |
| User Implementation Guide   | Required  | The User Implementation Guide should contain screenshots and information allowing the end user to configure ECM and information on the functionality of the integration.                   |          |
| Enable Logging              | Required  | Enables detailed ECM transaction logging within the application including capture of round-trip processing time.                                                                           |          |
| Batch Load Customers        | Suggested | Utility to batch load customer records into ECM.                                                                                                                                           |          |
| Request time out definition | Suggested | Define a timeout length for ECM requests.                                                                                                                                                  |          |
| ECM Admin Console Link      | Suggested | Link to the ECM 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 ECM 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, a function to update the corresponding customer record in the ECM 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.                                                                                                                                                                                                                                                                                                           |          |

> **Note**
>
> Certification badge requirements. [View on Avalara](https://developer.avalara.com/certification/avatax/document-management-badge/).