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Certifications - "Auto Approved"

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  • Mike

    Hi Derek!

    I was pretty certain, but wanted to double check. The auto approve response is when a letter doesn't require any approvers and once signed by the person sent to, is auto approved by the system since there are no other steps to follow. If you Mark as Signed even if there's no steps after, it does now show up as auto approved but indicates it was marked as signed.

    Does that make sense? Give me a holler if you have any questions for me on the above or need anything else. All the best, and happy Friday!

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  • Derek Andre

    Makes total sense! Thank you so much, Mike! And happy Friday :)

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  • Mike

    No problem! I wanted to also add that this is a default Cert setting (Certification > Settings). If you do not want it auto approved, you could toggle this check box off.

    Cheers! 🍻

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