Q&A and discussion all about <a href="https://support.workiva.com/hc/en-us/sections/360009876152-Processes#toc-13887422791188" target="no_follow">Certifications</a>, <a href="https://support.workiva.com/hc/en-us/sections/360009876152-Processes" target="no_follow">Processes</a>, and <a href="https://support.workiva.com/hc/en-us/sections/360007424912-Tasks" target="no_follow">Tasks</a>.
My team is in the process of migrating to the new Certifications Process experience. In the old Certifications experience, we were able to export all signed letters to one PDF, whereas in the new process we have to open each individual certificati...
Is the feature now available to allow signers to sign without entering username/password? I see the option to allow them to either type name or just click to sign, but wasn't sure about the higher level for accessing in general. Thank you.
I have assigned certification to the user. User received the email. User was able to access Wdesk but is getting error message. Why the error message, if he received the email with the link?
I have created and started new process. It appears as certifications have not been sent. > certification status is 'waiting' - what do I need to do change status to 'sent'?
If a classic certification / process is closed, will it be auto migrated? Thanks, Tim
Hi, I just created two test certifications using the new process. In the first one there are no exceptions to the questions and the summary shows "completed", yet the responses tab/icon shows a status of "pending review" for every question. In t...
Hello, is it possible to stop automated email notifications on creating and editing Tasks? I would like the first email notification on a task being send a couple days before due date.
How do I create a certification template from my already existing files I migrated to the new experience?
Hi there! Should I be able to see processes that have been drafted but not run yet in the processes tab on the home page of my workspace? I need to access processes that are in the build phase but have not been run yet with a status that says some...
What is the process to add a link address in a letter for certifiers to review prior to signing?
Does Workiva have the ability to do an annual assessment of the external auditor? Thanks.
I love the bulk edit feature within processes. I would love to see an option to bulk edit preparers and reviewers as well if that is possible.
are you able to copy certification processes and templates across workspaces?
Is there any way to make the notification process quicker? For example, if I request a document and assign it to someone it has been taking around 20-25 minutes for them to be notified/emailed. Thanks in advance for the help!
When creating a task require the individual creating the task to fill out the "Due Date" Field.
Will processes be sortable, like tasks are, and will you be able to filter (ex. by assignee)? Also, is there a way to send reminders for multiple tasks in a process at once, for example, sending a reminder for all overdue tasks in the process...
We are trying to leverage the review function so our reviewers can view important documents and make comments where needed. The issue we are running into is when the review/comment period is complete the reviewer has no easy way to notify the doc...
Can Requests be bulk uploaded? If so, please provide the instructions or if not, that would be a nice feature to have.
Are there any plans to add the ability to monitor all Wdesk processes and status' in one place?
I want to set up a workflow 'process' for the stat accounts. The numbers are prepared in a spreadsheet linked to a document. There is a first review in spreadsheets and a second review in the document. Presumably I cannot set up a task where the ...
When I export the actions in a process from Wdesk into Excel using the Activity button, the report does not indicate the due date, assignee and approver for each activity. Is there a way I can run the report to include this information?
This quarter, I have stopped receiving email notifications as my contributors and approvers complete their tasks. Was this removed from the functionality? I haven't changed anything with my settings around notifications.
I have a content request in a process that is linked to a section of a document, not a spreadsheet, and it has been marked "complete" by the preparer. I would like to change the approver but am afraid of losing the preparers changes when their com...
I would like to be able to print out a complete log of a "Process" for SOX control purposes. When I attempt to export a CSV file under "Activity" in the Process document, the download only includes activity assigned to me and does not include any...
Apologies if I missed this in already-existing support guidance, but I wanted to check in to see what, if any, non-Workiva files we can obtain from others as part of the new processes option. For example, instead of formally opening up a section ...
Hi, according to the Help articles, it looks like it is possible to send a reminder to a late contributor, but when I go to the task, "Remind" is greyed out.
Has this been added to NextGen - I haven't been able to figure it out and the last information in this thread is from 3 years ago? Thanks
Hi, we just transitioned to Spreadsheets. Looks like "tasks" is no longer there? Previously we use tasks to assign sections to others and also track the completion. I suppose we can use "comments" in a similar way. Any other ideas?
Is there a way to schedule delivery of a report or dashboard to users?
Can WDesk create reoccurring tasks? (i.e., having a task run on a set time - weekly, montly, quarterly)
