The final step for the Certifications process includes verification of tasks completed, assurance of accurate financial figures and the approval of important documents. This article is from the perspective of the signer and includes pertinent information to keep the process flowing smoothly.
Respond to a Certifications request
If you are required to sign a certification, you’ll receive an email with a link requesting that you review and certify by a specified due date. Click on the link provided.
Note: If you are not able to respond immediately, you will receive reminders on a schedule established by the creator of the Certification process.
Review Certifications content
Certifications content generally consists of a letter with a series of questions. Answers to the questions often consist of True and False options that will be designated as acceptable responses and exceptions. Exceptions will usually trigger specific review by approvers assigned to the Certification.
Order of signers
The Certifications creator may have assigned signers and groups of signers in a particular order. In this way, who sees the letter at what time can be designated as a structured flow.
Certain steps in the workflow can also involve multiple signers who must reach a consensus before routing the letter to the next step. There may also be different approvers assigned to individual signers or groups of signers.
As a signer, you must agree with the previous signers’ answers and comments, and then add your own before the letter can be sent to the next step. If a signer changes a previous signer’s response, the letter goes back to the first step, requiring all earlier signers to sign again.
Attach files as a signer
If you need to provide additional supporting documentation when signing a certification, click on the Add Support link.
This opens a field for commenting, as well as the option to upload files from your computer.