> This page is for Documentation, version Integration guides (default).
> 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.

# Design the Document Management workflow

A typical Document Management workflow in an ERP environment includes the following steps:

1. Create a customer record.
2. Request a certificate from the customer.
3. Customer submits certificate information. Upon receipt, the customer record will automatically be updated with the certificate information.
4. Continue to request certificates from that customer as the original certificates expire.
5. If the customer moves, or if contact information changes, update the customer record.
6. Unlink certificates from a customer if the customer relationship ends.

![](https://www.avalara.com/content/dam/assets/illustrations/diagrams/dm-erp-workflow.png)

[Previous](https://developer.avalara.com/avatax-dm-combined-erp/document-management/design-considerations/revoke-certificate)

[Next](https://developer.avalara.com/avatax-dm-combined-erp/document-management/document-management-workflow-considerations/certification-requirements)

> **Note**
>
> Part of the **AvaTax and ECM** integration guide. [Open the full "Design the Document Management workflow" milestone on Avalara](https://developer.avalara.com/avatax-dm-combined-erp/document-management/document-management-workflow-considerations/) to see every page in this section.