Copy or Delete Processes in Certifications

Reuse a process by rolling the process forward in Certifications. Or copy an existing process to edit. Delete a Certifications process that you no longer need.

Copy a Process

To copy a process:

1

Click the Processes tab.

2

Click Copy next to the desired process.

3

Enter the updated details for the process. Edit the title, End and Due dates, or the Contact. Click Next.

4

Select dates for automated reminders in Set Reminders box or skip this step. Reminders are only for new letters created in this process.

5

Click Next.

After the new process is created, you can change names, dates, recipients, and edit your letter as usual.

Delete a Process

An account administrator can delete a completed or in-progress process. Deleting a process cannot be undone.

1

Click the Processes tab.

2

From the More menu next to a process, select Delete.

3

Confirm your choice.

What's Next

• Manage Groups in Certifications
• Generate Reports in Certifications