Reporting with attachments

• Stefanie Auter
• December 05, 2023 21:07

4 votes 1 comment

Status chart for multi signers in one step

• Ben Cao
• August 01, 2023 14:33

4 votes 2 comments

Certification question/concern - marking process/task complete or skipping task

• Candice Adams
• July 26, 2023 15:01

4 votes 0 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

Process Approvers requiring to add attachments

• Kirk Chilton
• February 29, 2024 17:11

3 votes 1 comment

Certification - New Features Released September 2023

• Isaac Oard
• September 11, 2023 14:02
• Edited

3 votes 0 comments

New Certification Roll Forward Best Practices

• Michael Gutman
• June 20, 2023 15:30

3 votes 8 comments

Certification/Process management - feature requests

• Candice Adams
• August 08, 2024 18:37

2 votes 4 comments

Add title for signers within certifications?

• Lisa Isaacson (Director, Financial Operations)
• March 08, 2024 18:58

2 votes 4 comments

Tasks Visibility

• Kellie Volpicelli
• January 17, 2024 19:44

2 votes 3 comments

Reviewing attachments within a process

• Kirk Chilton
• September 08, 2023 10:55

2 votes 1 comment

Questions about Processes

• Erica Fisher
• April 06, 2022 20:11

2 votes 1 comment

Checklist missed Due Date reason

• Lalit Khairnar
• September 17, 2024 13:01

1 vote 1 comment

Roll forward or copy processes - update due dates

• Kristian Gauperaa
• July 19, 2024 09:49

1 vote 1 comment

Ability to archive completed tasks in processes

• Mary Creaton
• February 13, 2024 15:22

1 vote 1 comment

Export process letters en masse

• Nicole P.
• January 20, 2024 14:30

1 vote 1 comment

Replacing letter in copied process

• Candice Adams
• December 18, 2023 17:32

1 vote 2 comments

Letter Template Upload

• Kirk Chilton
• November 28, 2023 15:22

1 vote 3 comments

Approve on behalf of the signer

• Alma Fang
• July 25, 2023 15:03

1 vote 2 comments

Changing Approver in New Certification Experience after it is kicked off

• Michael Nemeth
• July 24, 2023 17:10

1 vote 8 comments

"New Certifications" - Improvement Request - More Text Space in the Instruction Box

• Peter Molnar
• July 11, 2023 01:59

1 vote 1 comment

Adding Graphics to Certifications Letter Template?

• Peter Molnar
• July 10, 2023 21:57

1 vote 1 comment

Processes - Certifications Document Upload

• CARLA MOJICA
• July 03, 2023 19:12

1 vote 1 comment

Processes Tags and Groups

• Kirk Chilton
• June 20, 2023 15:33
• Edited

1 vote 1 comment

Exporting actions in process to Excel

• Amy Couto
• November 23, 2021 21:39

1 vote 3 comments

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

• Luis Gonzalez
• April 14, 2025 14:23

0 votes 1 comment

Processes - certification request certifier to upload review support

• Geena Kooner
• October 17, 2024 20:54

0 votes 1 comment

Processes - "apply to all tasks" edit option

• Magdalena Galik
• October 11, 2024 17:08

0 votes 1 comment

Free-form question responses in letters

• Michelle Reinfurt
• October 02, 2024 18:12

0 votes 1 comment

Linkoverride in Document Tables

• Margaux Sellnau
• September 09, 2024 13:57

0 votes 3 comments