Certification actions in Processes

• Sandra Gardner
• September 20, 2023 20:34

0 votes 4 comments

Using Processes for certifications - how to print all the certs once completed in one step

• Pat Flanakin
• July 28, 2023 13:31

0 votes 4 comments

Error - No access to letter

• Maciej Cydzik
• June 08, 2023 21:03

0 votes 4 comments

Automatically start processes at a certain date

• Marja Nijpels
• December 31, 2024 11:07

4 votes 3 comments

Linkoverride in Document Tables

• Margaux Sellnau
• September 09, 2024 13:57

0 votes 3 comments

Tasks Visibility

• Kellie Volpicelli
• January 17, 2024 19:44

2 votes 3 comments

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

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

Exporting actions in process to Excel

• Amy Couto
• November 23, 2021 21:39

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

Replacing letter in copied process

• Candice Adams
• December 18, 2023 17:32

1 vote 2 comments

Contact Assignments in Processes

• Melissa Huang
• October 11, 2023 19:26

0 votes 2 comments

any way to enlarge the "manage letters" box?

• Edward Yu
• August 29, 2023 13:51

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

Tasks - stop email notication on creating and editing tasks

• Renate Stoop
• June 02, 2023 14:51

0 votes 2 comments

Tasks linked to 'Send for Reviews"

• Aaron Silver
• January 24, 2022 23:27

10 votes 2 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

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

Process Approvers requiring to add attachments

• Kirk Chilton
• February 29, 2024 17:11

3 votes 1 comment

Ability to archive completed tasks in processes

• Mary Creaton
• February 13, 2024 15:22

2 votes 1 comment