How do you put things together
Udzielono odpowiedziI've migrated my processes (of which, the more complicated ones have 3 letters, one of the letters will go to each of 122 assigned recipients). I also created 3 groups in old Certifications and migrated the groups. Again all members of a group will receive one of the three letters. Now I cannot find the groups and I have no idea how to assign a letter to a group. Is there training for this? I've viewed 2 different videos and they make it look much simpler than it is for me, plus the videos don't show how to navigate to where certain things are located, they just seem to show how a file looks once it's been opened...
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Hi Natalie Fennel,
I'm happy to share some more resources that walk you through the steps for creating a new Certification within Processes, including assigning groups to a letter! Keep in mind, the classic certs groups are migrated to workspace groups. You would need the role of workspace owner or content manager to manage/edit groups in a workspace. The first link addresses your specific question and rest will help you along the way!
- How to create a letter and assign a group
- Workiva Support Center: Certifications section for how to articles
- Workiva Community: NEW Certifications Application for FAQ's
- Learning Hub: Certifications in Processes Demo
- Certification Migration Info and Resources: Available Resources section for short demos
- Additional Certification Migration Resources
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