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.
Create and customize your process to suit your workflow and scheduling needs. Generate letters that can be reused as templates for ongoing efficiency. Create an ordered sequence of signers and approvers to control the certification process.
Create a Certifications process
Create a process that tracks signing progress and automates reminders, approval flow, and more. After the process is complete, roll the process forward to reuse components of the process.
Learn how to Create a Certifications process.
Customize your process
You can set due dates and reminder emails to automate the process and eliminate email chasing, then use templates to streamline workflow and establish consistency for recurring processes.
Write questions indicating what should be verified. Include information for improved clarity and accountability. Use exceptions to designate responses that should raise concern or provide immediate notification of problems.
Tailor questions to specific individuals to get the information you need from each signer. Each letter sent is a certification that can be tracked. Real-time progress reports show the state of each certification. You can also attach files to provide easy reference to the document needing sign-off.
Learn more at Create and edit letter templates.
Designate individual signers or groups of signers as well as the order of sign-off. This controls the order in which signers see letters, with the option to send the letter forward only after consensus has been reached.
Add approvers to verify comments and exceptions for transparent resolution of issues. Learn how to Add recipients to Certifications letters.
A built-in audit trail of every signer and issue raised gives improved compliance and guaranteed issue resolution, ensuring that no question is left unanswered.
Each process has a dashboard summarizing certification activity. This allows you to keep tabs on multiple processes at once. Use the dashboard to easily check how each certification has progressed. Check to see who is currently responsible. Reports can be exported as evidence for easy inclusion in larger projects and reports.
Learn more managing the Certification process in Certifications letter tracker.