Note: We are automatically archiving and migrating files from Classic Certifications to the new Certifications experience in Processes. Learn more about migration.
Create letters from scratch or from templates to then use in certification actions in processes.
Add content to letter
From the Letters modal in your process, click New letter or the New letter from template option in the dropdown menu next to a template. This will open up a separate tab where you can start creating your letter.
If the letter is empty, click Add content to add your first content to the letter. You can also click the plus sign in the letter outline. There are three types of content you can add to your letter: Text, Questions, and Attachments.
When adding text, you can format its styling and add hyperlinks.
When adding questions, enter your question and fill out the response options in the Question details panel. You can mark a response option as an Exception if choosing that option when signing the letter will require review and approval.
You can rename, rearrange, or delete any of the content using the letter outline.
Note: You won’t be able to further edit your letter once it’s sent out to the signer to sign.
You can click Properties in the toolbar to change the Letter name, change the Point of contact, view the letter information, and change the Certification options.
By default, signers are required to type their full names when signing letters. You can change this by selecting the certification option to require signers to click to sign instead.