Processes - restart entire process

• Jon Neufeldt
• March 27, 2023 15:44

5 votes 6 comments

Bulk Edit in Processes

Completed

• Sydney Lowe
• September 27, 2022 16:54

5 votes 3 comments

Bulk upload request

Completed

• Debra Billeaud
• January 20, 2022 16:02

5 votes 6 comments

Processes - Data Requests

Planned

• Michael Baranowski
• September 21, 2021 13:18

5 votes 5 comments

Tasks: able to customize automatic reminders and able to schedule the task

Completed

• Daniela Marin
• February 14, 2024 12:54

4 votes 6 comments

New Certifications - Exception Report

• Julie Sorrells
• January 11, 2024 08:22

4 votes 1 comment

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

New certifications processes- questions/comments

Answered

• Kevin Lockwood
• June 14, 2023 16:58
• Edited

4 votes 5 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

Automatically start processes at a certain date

• Marja Nijpels
• December 31, 2024 11:07

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

Processes and Certifications - notifications

Completed

• Pat Flanakin
• September 06, 2024 12:23

2 votes 2 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

new certification process

Answered

• Permanently deleted user
• August 01, 2023 03:05

2 votes 1 comment

Email Notificatons

Answered

• Nick Owens
• June 17, 2022 19:29

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

Reassigning signers to Certification Letters after Process has run

Answered

• Rosaria Arrabito
• April 02, 2024 17:18

1 vote 2 comments

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