Letter Template Upload

• Kirk Chilton
• November 28, 2023 15:22

1 vote 3 comments

Certifications - Custom Email Options

• David Freeman-Smith
• November 28, 2023 13:58

0 votes 3 comments

Process with mutiple letters

• David Freeman-Smith
• November 06, 2023 16:12

0 votes 3 comments

Suppress reminders from tasks in deleted files

• Andrew McKenzie
• November 03, 2023 20:39

0 votes 3 comments

Processes - turning assignees and approvers to viewers after submission

Planned

• Stacey Borgstadt
• November 02, 2023 14:16

0 votes 3 comments

Generate PDF after certifying a letter is not available for the certifier

• Ana Paola Hurtado
• October 10, 2023 20:11

0 votes 3 comments

Certifications in Waiting Status

• Maciej Cydzik
• June 08, 2023 14:34

0 votes 3 comments

New Certification Process - See unsent processes under "processes" tab on home

• Rebecca Demy
• May 29, 2023 23:40

0 votes 3 comments

Filter View in Process

Completed

• Chuck
• January 04, 2023 21:23

1 vote 3 comments

Bulk Edit in Processes

Completed

• Sydney Lowe
• September 27, 2022 16:54

5 votes 3 comments

Exporting actions in process to Excel

• Amy Couto
• November 23, 2021 21:39

1 vote 3 comments

Download and Print Process log

Completed

• Theresa Riggs
• September 22, 2021 17:27

1 vote 3 comments

Process- There should be 'Send Back' or 'Return' button in the process workflows.

• Hina Sanghi
• February 20, 2025 23:25

3 votes 2 comments

Processes and Certifications - notifications

Completed

• Pat Flanakin
• September 06, 2024 12:23

2 votes 2 comments

Reassigning signers to Certification Letters after Process has run

Answered

• Rosaria Arrabito
• April 02, 2024 17:18

1 vote 2 comments

Replacing letter in copied process

• Candice Adams
• December 18, 2023 17:32

1 vote 2 comments

Cannot bulk edit filtered tasks

Completed

• Rachel Snyder
• December 05, 2023 17:37
• Edited

0 votes 2 comments

Contact Assignments in Processes

• Melissa Huang
• October 11, 2023 19:26

0 votes 2 comments

Email Notifications: Batch Job Settings for Task Assignment, Reminder, & Past Due

Answered

• Alex Stough
• October 02, 2023 17:27

0 votes 2 comments

any way to enlarge the "manage letters" box?

• Edward Yu
• August 29, 2023 13:51

0 votes 2 comments

What happens when you migrate a process that is already half complete?

Answered

• Julie Hilsher
• August 10, 2023 14:27

0 votes 2 comments

Role to Update Certifier Groups

Answered

• Alma Fang
• August 09, 2023 14:59

0 votes 2 comments

Status chart for multi signers in one step

• Ben Cao
• August 01, 2023 14:33

4 votes 2 comments

Approve on behalf of the signer

• Alma Fang
• July 25, 2023 15:03

1 vote 2 comments

Mark As Signed

Completed

• Mike Saunders
• July 25, 2023 13:18

0 votes 2 comments

Tasks - stop email notication on creating and editing tasks

• Renate Stoop
• June 02, 2023 14:51

0 votes 2 comments

Tasks - Require "Due Date"

Not planned

• Rachel Woita
• April 22, 2022 17:28

0 votes 2 comments

Tasks linked to 'Send for Reviews"

• Aaron Silver
• January 24, 2022 23:27

10 votes 2 comments

Tasks in spreadsheets?

Completed

• Lena L
• June 13, 2019 21:09

0 votes 2 comments

Advice on how to create a process (open to ideas)

• Luis Gonzalez
• April 14, 2025 14:23

0 votes 1 comment