Sign a certification letter
Once a process with certification actions has started, signers will receive email notifications to sign a letter.
To sign a letter:
- Open the letter using the link in the email notification or by opening the certification task in the Tasks tab in Home.
- Review the letter and any attachments.
- If you're the only or first signer, answer the questions, if any.
- If you choose a response that is an exception, you'll be required to add an explanation for your response. You can also upload files to support your explanation.
- If you choose a response that isn’t an exception, adding an explanation and supporting files is optional.
- If there are multiple signers and you're not the first signer, review the previous signers' responses to the questions, if any.
- If you modify a response, you’ll be required to explain your change, and previous signers will need to review and sign the letter again (see Consensus with multiple signers or approvers).
- Sign the letter by typing your full name and clicking Submit, or just by clicking Sign and submit.
Additionally, you can view the certification task Details and any approver Notes in the side panel.
If your letter requires approval, an email with a link to the letter will be sent to the approver for review.
If the approver rejects and returns the letter to the signers, signers will be notified to review the letter and the approver’s notes, modify their responses accordingly, and sign again.
Mark as signed or skip signer
If you're the only signer for the certification and are unable to sign the letter, the process owner can sign on your behalf by going to the certification action's details in the Process tab (see Monitor certification actions in a process) and clicking Mark as signed in the dropdown next to your name. This will automatically approve the letter and complete the action.
Otherwise, if there are multiple signers and you're unable to sign the letter, the process owner can Skip you, and the action will move forward.