Note: The classic Certifications experience will be deprecated on June 30th, 2023. You'll need to migrate to the new experience before then. If you don’t have the ability to migrate yet, you will shortly.
When you need to manage a signer or approval process, Certifications helps you get information and sign-off from key players. Certifications allows you to establish standard and repeatable steps for an efficient, timely and transparent process.
Start your Certifications process by designing content with questions that address your need for information or feedback. Include desirable responses and exceptions. This letter and supplemental files are sent to individuals and groups in a predetermined workflow.
Approvers verify comments received and review exceptions. The status of the Certifications process is tracked with the aid of a dashboard and reports. When your process is completed, you can reuse workflows and content for your next certification.