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>.
Hi, We are using the Certification module for the first time and below are the questions for the new certification application: 1. We would like to provide detailed step-wise process to be followed by signers while signing the certificate. Hence, ...
i was told that Workiva will save all certifications to PDF, even those beyond 18 months. Is this statement still correct? Certifications Migration FAQs What happens if I don't migrate? If you opt to never use the self service tool we will proc...
Hello, Is it possible to send te letters within a process at different moments as it was possble in the old plateform. Meaning sending some letters on week one and once the letters are signed we can send to the next level on week two and so on. ...
Hi! I have a couple of questions - some of which have been addressed in this forum before. As we're about to start quarter-end in a few days, we wanted to confirm before 6/30 a few features that were in the Classic version: 1. Signing without l...
I don't see a "Migrate processes" option in Attachments. Will they be auto-migrated?
Is there way to customize the email, either in bulk or individually, that goes out to Signers when you Run a Process? Currently they all look like this: Julie Walker, You have a certification task to complete. Please review and certify the let...
Hi, In the new certification process, under the status we see various color represented, for different activities. One such activity is, when a process is completed 100% the color is Green. We also see a process which is 100% but the status color ...
I'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 wil...
Hi, I am trying to test the new certifications and I am having trouble performing several functions that I was able to do with the legacy certification process. Would someone be able to walk me through the steps to perform the following? 1) After ...
On 8/31/23, where will all historical certifications that are auto-archived be located and can we view it as needed? Is there a way right now I can see closed processes' activities and track report, before 8/31, in the new Certification?
I have migrated my Q1 Certifications but now where to do I find them? I looked under Processes and nothing is listed.
We send quarterly our SOX certification to around 50 signers. The training for the new processes said, I should set up a user group for this. Well, we set up a user group in the old Certification system, I was able to migrate the group, I can sele...
I am in the process of migrating to the new Certifications Process interface. In the old Certifications interface, I was able to copy or "roll forward" a certification letter into the succeeding period without including signers. This feature was v...
Hi, Within the classic certifications users were able to add tags to items to improve the reporting functionality, is this within the release schedule for the new processes module? Also will it be possible to create user groups and assign groups ...
Good afternoon, I just got my first chance to play with the new certifications tool within processes. I have a few questions/comments that I was hoping someone could help clarify or ideas to include going forward. First, this feels very clunky co...
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 do not see the option to set reminders. Will I be able to set reminders same as in old version?
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?
Currently, tasks can only be "restarted" if there is at least one task that has yet to be completed (a workaround we're using). If all tasks are completed in a process there is no easy way to "restart" the entire process, or individual tasks. That...
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?
