Note: You can now migrate to the new Certifications experience in Processes. Workiva will soon auto-archive artifacts for all historical certifications created from the beginning of the account. Learn more about migration and specific timelines.
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.
Close or delete a process
Closing a process will remove the process from the Processes list. This is a best practice since the process is still viewable and accessible. Deleting a process removes the process from your Workiva account. Only a Certification Server Admin can restore a Process (for 30 days). An account administrator can delete a completed or in-progress process.
- 1
- Click the Processes tab.
- 2
- From the More menu next to a process, select Delete.
- 3
- Confirm your choice.