There are account levels settings related to the Certification process and reminder texts that can be set at the account level. These settings will help to further streamline your Certification process.
To work with account settings for your Certification process, click on the Settings tab in Certifications. There are four options that can be set utilizing the checkboxes under Process Settings:
- Automatically approve letters that are signed without comments or exceptions
- Require singers to type their name when signing a letter
- Allow signers to access their letters via custom email link without entering a username and password
- Allow multiple people to be added to each signer or approver step
You can also add additional text for the signer's introduction screen in the input box. When you have finished checking the needed boxes and adding the desired text, click the Save Changes button.
Additional reminder text
If you'd like to add additional text to the automated reminder emails for your Certification process, you can do this by adding text in one of the three reminder boxes on the Settings page. Reminders can be sent three or more days before the due date, up to two days before the due date and after the due date.
When you have finished adding the needed text, click the Save Changes button.