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
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
Tasks linked to 'Send for Reviews"
  • Aaron Silver
10 votes 2 comments
Certification Automatic Reminders
Completed
  • Maciej Cydzik
9 votes 18 comments
Conditional questions in Certification process
  • Amy Jordan
7 votes 7 comments
Formatting a Letter in Certifications
Not planned
  • Tatiana Nunes
6 votes 1 comment
Sort and Filter functionality in the reports screen
  • Naren Pari
6 votes 5 comments
Export All Letters and Skip Signer Functionalities Missing from new Certifications Process
Answered
  • Diana Moreno
6 votes 6 comments
Linking function in Certifications
  • Becky Cheung
5 votes 5 comments
Allow to modify the due date at the letter level
  • Ana Paola Hurtado
5 votes 1 comment
Processes - restart entire process
  • Jon Neufeldt
5 votes 6 comments
Bulk Edit in Processes
Completed
  • Sydney Lowe
5 votes 3 comments
Bulk upload request
Completed
  • Debra Billeaud
5 votes 6 comments
Processes - Data Requests
Planned
  • Michael Baranowski
5 votes 5 comments
Tasks: able to customize automatic reminders and able to schedule the task
Completed
  • Daniela Marin
4 votes 6 comments
New Certifications - Exception Report
  • Julie Sorrells
4 votes 1 comment
Reporting with attachments
  • Stefanie Auter
4 votes 1 comment
Status chart for multi signers in one step
  • Ben Cao
4 votes 2 comments
Certification question/concern - marking process/task complete or skipping task
  • Candice Adams
4 votes 0 comments
New certifications processes- questions/comments
Answered
  • Kevin Lockwood
  • Edited
4 votes 5 comments
Process- There should be 'Send Back' or 'Return' button in the process workflows.
  • Hina Sanghi
3 votes 2 comments
Automatically start processes at a certain date
  • Marja Nijpels
3 votes 2 comments
Process Approvers requiring to add attachments
  • Kirk Chilton
3 votes 1 comment
Certification - New Features Released September 2023
  • Isaac Oard
  • Edited
3 votes 0 comments
New Certification Roll Forward Best Practices
  • Michael Gutman
3 votes 8 comments
Processes and Certifications - notifications
Completed
  • Pat Flanakin
2 votes 2 comments
Certification/Process management - feature requests
  • Candice Adams
2 votes 4 comments
Add title for signers within certifications?
  • Lisa Isaacson (Director, Financial Operations)
2 votes 4 comments
Tasks Visibility
  • Kellie Volpicelli
2 votes 3 comments
Reviewing attachments within a process
  • Kirk Chilton
2 votes 1 comment

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