Q&A and discussion all about <a href="https://support.workiva.com/hc/en-us/sections/360009876152-Processes#toc-13887422791188" target="no_follow">Certifications</a>, <a href="https://support.workiva.com/hc/en-us/sections/360009876152-Processes" target="no_follow">Processes</a>, and <a href="https://support.workiva.com/hc/en-us/sections/360007424912-Tasks" target="no_follow">Tasks</a>.
Can the product development team please add additional character space to the instructions box? We need at least 1,000 more characters space to be able to provide the same level of instructions from the old certification module.
When can we expect the ability to add graphics in the form of .jpg, .png etc to a certification letter template (i.e. a static chart picture or in a letterhead logo)? The old certification module didn't have this functionality and it appears we do...
Hello, Is it possible to send te letters within a process at different moments as it was possble in the old plateform. Meaning sending some letters on week one and once the letters are signed we can send to the next level on week two and so on. ...
Hi! I have a couple of questions - some of which have been addressed in this forum before. As we're about to start quarter-end in a few days, we wanted to confirm before 6/30 a few features that were in the Classic version: 1. Signing without l...
Is there way to customize the email, either in bulk or individually, that goes out to Signers when you Run a Process? Currently they all look like this: Julie Walker, You have a certification task to complete. Please review and certify the let...
Hi, In the new certification process, under the status we see various color represented, for different activities. One such activity is, when a process is completed 100% the color is Green. We also see a process which is 100% but the status color ...
I have migrated my Q1 Certifications but now where to do I find them? I looked under Processes and nothing is listed.
I am in the process of migrating to the new Certifications Process interface. In the old Certifications interface, I was able to copy or "roll forward" a certification letter into the succeeding period without including signers. This feature was v...
Hi, Within the classic certifications users were able to add tags to items to improve the reporting functionality, is this within the release schedule for the new processes module? Also will it be possible to create user groups and assign groups ...
Is the feature now available to allow signers to sign without entering username/password? I see the option to allow them to either type name or just click to sign, but wasn't sure about the higher level for accessing in general. Thank you.
I do not see the option to set reminders. Will I be able to set reminders same as in old version?
Hello, is it possible to stop automated email notifications on creating and editing Tasks? I would like the first email notification on a task being send a couple days before due date.
Hi there! Should I be able to see processes that have been drafted but not run yet in the processes tab on the home page of my workspace? I need to access processes that are in the build phase but have not been run yet with a status that says some...
What is the process to add a link address in a letter for certifiers to review prior to signing?
Does Workiva have the ability to do an annual assessment of the external auditor? Thanks.
I love the bulk edit feature within processes. I would love to see an option to bulk edit preparers and reviewers as well if that is possible.
are you able to copy certification processes and templates across workspaces?
We are trying to leverage the review function so our reviewers can view important documents and make comments where needed. The issue we are running into is when the review/comment period is complete the reviewer has no easy way to notify the doc...
Can Requests be bulk uploaded? If so, please provide the instructions or if not, that would be a nice feature to have.
Are there any plans to add the ability to monitor all Wdesk processes and status' in one place?
I want to set up a workflow 'process' for the stat accounts. The numbers are prepared in a spreadsheet linked to a document. There is a first review in spreadsheets and a second review in the document. Presumably I cannot set up a task where the ...
When I export the actions in a process from Wdesk into Excel using the Activity button, the report does not indicate the due date, assignee and approver for each activity. Is there a way I can run the report to include this information?
This quarter, I have stopped receiving email notifications as my contributors and approvers complete their tasks. Was this removed from the functionality? I haven't changed anything with my settings around notifications.
I have a content request in a process that is linked to a section of a document, not a spreadsheet, and it has been marked "complete" by the preparer. I would like to change the approver but am afraid of losing the preparers changes when their com...
I would like to be able to print out a complete log of a "Process" for SOX control purposes. When I attempt to export a CSV file under "Activity" in the Process document, the download only includes activity assigned to me and does not include any...
Apologies if I missed this in already-existing support guidance, but I wanted to check in to see what, if any, non-Workiva files we can obtain from others as part of the new processes option. For example, instead of formally opening up a section ...
Hi, according to the Help articles, it looks like it is possible to send a reminder to a late contributor, but when I go to the task, "Remind" is greyed out.
Has this been added to NextGen - I haven't been able to figure it out and the last information in this thread is from 3 years ago? Thanks
Is there a way to schedule delivery of a report or dashboard to users?
Can WDesk create reoccurring tasks? (i.e., having a task run on a set time - weekly, montly, quarterly)
