> 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.

# Test Document Management

This section describes the use cases that you must complete and include with your funcational review demo. Each use case provides a description of the task as well as an example REST API call.

**Advice:** The APIs in these use cases require your `companyId` in the request URL. If you don't know your `companyId`, you can retrieve it using one of the following methods:

* Run the [QueryCompanies](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Companies/QueryCompanies/). The response will include the `id` for each company in your account.
* Select your company in the AvaTax UI. The `companyId` will be the second set of digits in the URL. For example: [https://admin.avalara.com/cup/a/\{accountId\}/s/\{companyId\}/](https://admin.avalara.com/cup/a/\{accountId\}/s/\{companyId\}/).

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

[Next](https://developer.avalara.com/avatax-dm-combined-erp/document-management/dm-use-cases/test-create-customer-record)

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