Certifications, Processess & Tasks

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

Tutti Pianificati Non pianificati Completati Con risposta Nessuno stato Post più recenti Attività recente Voti Commenti
Tasks: able to customize automatic reminders and able to schedule the task
Completato
  • Daniela Marin
4 voti 6 commenti
Ability to archive completed tasks in processes
  • Mary Creaton
2 voti 1 commento
Once certifications are sent, can they be recalled, deleted, or delegated?
Con risposta
  • Angela Seaborn
0 voti 1 commento
Export process letters en masse
  • Nicole P.
1 voto 1 commento
Tasks Visibility
  • Kellie Volpicelli
2 voti 3 commenti
Selecting Reset in the new Certification
  • Karen Dumas
0 voti 1 commento
New Certifications - Exception Report
  • Julie Sorrells
4 voti 1 commento
Certification Process Details in Dashboard
  • Lynn Kaminski
0 voti 1 commento
Replacing letter in copied process
  • Candice Adams
1 voto 2 commenti
Connection of Tasks to reports
Con risposta
  • Lohit Labhala
0 voti 1 commento
Linking a certificate in a process to an entity
Con risposta
  • Alex O'Brien
0 voti 1 commento
Either, or, for users approving processes/certificates
Con risposta
  • Alex O'Brien
0 voti 1 commento
Reporting with attachments
  • Stefanie Auter
4 voti 1 commento
Cannot bulk edit filtered tasks
Completato
  • Rachel Snyder
  • Modificato
0 voti 2 commenti
PDF Export Certification Response reports with Approver Data
Pianificato
  • Curt Kuechler
0 voti 7 commenti
Certifications - Custom Email Options
  • David Freeman-Smith
0 voti 3 commenti
Will you be posting training on how to use Tags in the new certification process?
Con risposta
  • Jennifer Rossi
0 voti 1 commento
Certifications signers
  • Permanently deleted user
0 voti 1 commento
Process with mutiple letters
  • David Freeman-Smith
0 voti 4 commenti
Suppress reminders from tasks in deleted files
  • Andrew McKenzie
0 voti 3 commenti
Processes - turning assignees and approvers to viewers after submission
Pianificato
  • Stacey Borgstadt
0 voti 3 commenti
Certification Requirements Before Signing Letter
  • David Freeman-Smith
  • Modificato
0 voti 1 commento
Automated Control Self-Certification
  • Kari Johnson
0 voti 1 commento
Mark as complete - Processes
Con risposta
  • Katherine Solberg
0 voti 1 commento
Contact Assignments in Processes
  • Melissa Huang
0 voti 2 commenti
Generate PDF after certifying a letter is not available for the certifier
  • Ana Paola Hurtado
0 voti 3 commenti
Save as draft option is not available for the letter assignees
  • Ana Paola Hurtado
0 voti 1 commento
Allow to modify the due date at the letter level
  • Ana Paola Hurtado
6 voti 1 commento
Can a signer save a partially completed certification and return to it later?
  • Jonah Girty
0 voti 1 commento
Delete Test Process
Con risposta
  • Abbie Smith
0 voti 7 commenti

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