Certifications, Processess & Tasks

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<h4> Q&A and discussion all about Certifications, Processes, and Tasks.

All Planned Not planned Completed Answered No status Newest post Recent activity Votes Comments
Be able to customize request reminders
Completed
  • Ira Singh
18 votes 11 comments
Enabling email link authentication for Processes
  • Myra Rogers
0 votes 0 comments
Certifications: populated signer emails
Answered
  • Sabrina Christian
0 votes 3 comments
Automatically start processes at a certain date
  • Marja Nijpels
4 votes 3 comments
Advice on how to create a process (open to ideas)
  • Luis Gonzalez
0 votes 1 comment
Processes - restart entire process
  • Jon Neufeldt
5 votes 7 comments
Tasks linked to 'Send for Reviews"
  • Aaron Silver
10 votes 2 comments
Add title for signers within certifications?
  • Lisa Isaacson (Director, Financial Operations)
2 votes 4 comments
Process- There should be 'Send Back' or 'Return' button in the process workflows.
  • Hina Sanghi
3 votes 2 comments
Certification Automatic Reminders
Completed
  • Maciej Cydzik
9 votes 18 comments
Processes and Certifications - notifications
Completed
  • Pat Flanakin
2 votes 2 comments
Tasks: able to customize automatic reminders and able to schedule the task
Completed
  • Daniela Marin
4 votes 6 comments
Letter Template Upload
  • Kirk Chilton
1 vote 3 comments
Linking function in Certifications
  • Becky Cheung
5 votes 5 comments
Can reports be scheduled for delivery?
Completed
  • Donna White
0 votes 4 comments
Processes - certification request certifier to upload review support
  • Geena Kooner
0 votes 1 comment
Processes - "apply to all tasks" edit option
  • Magdalena Galik
0 votes 1 comment
Free-form question responses in letters
  • Michelle Reinfurt
0 votes 1 comment
Conditional questions in Certification process
  • Amy Jordan
7 votes 7 comments
Bulk Tasks-if one assignee completes task, it completes it for everyone-
Answered
  • Sheryl Sailer
0 votes 1 comment
Linkoverride in Document Tables
  • Margaux Sellnau
0 votes 3 comments
Checklist missed Due Date reason
  • Lalit Khairnar
1 vote 1 comment
Email Notification Timing
Planned
  • Dan Packer
  • Edited
14 votes 4 comments
Using Processes for certifications - time zone selection
Planned
  • Pat Flanakin
13 votes 9 comments
Certification/Process management - feature requests
  • Candice Adams
2 votes 4 comments
Roll forward or copy processes - update due dates
  • Kristian Gauperaa
1 vote 1 comment
Certifications Process - approver notifications
  • Pat Flanakin
0 votes 1 comment
PDF Export Certification Response reports with Approver Data
Planned
  • Curt Kuechler
0 votes 7 comments
Bulk upload request
Completed
  • Debra Billeaud
5 votes 6 comments
Reassigning signers to Certification Letters after Process has run
Answered
  • Rosaria Arrabito
1 vote 2 comments

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