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>.
We have certifications going in the new process and have run into an issue. For one process, all people that will sign have completed it, but the process is not marked complete as one person did not sign. We do not want to delete the action becaus...
My boss is the only approver for certification tasks and we are finding that when the activity shows a task was completed and autoapproved, the approver is notified, by she isn't seeing any email notifying her of anything. She has checked junk fo...
In the new Certifications experience is it possible to approve on behalf of the signer? I had a signer had an access issue and certified outside Wdesk. Since I can't change his status from "uncertified" to "certified" in Wdesk, I had to remove him...
Is Mark As Signed functionality available in the new Certification/Process experience?
In the new Process/Certifications experience is it possible to change the approver once kicked off? I had an approver leave and it is stuck in limbo now. I have read that the classic certification had a Is Mark As Signed option, does that still ...
Hello Team, Is there a way to add a new certifier to an already running or open process?
I am sending out a certification but noting that two of the recipients are listed as 'Error: Signer/Approver(s) not in account'. What does this mean? How do I fix it?
hi All, I have a question on groups created under the members tab in certifications - if i migrate that where can it be found in the processes tab and how do we use find it and use it in the new certifications processes section?
I have a certification running at the moment - if I migrate to the new process, will I still be able to complete the certification and will the user experience change at all?
I send out certifications in three groups, at three different times, under one process. It does not seem like I can do this in one process using the new tool but I am hoping I am just not seeing how to do this.
Can the product development team please add additional character space to the instructions box? We need at least 1,000 more characters space to be able to provide the same level of instructions from the old certification module.
When can we expect the ability to add graphics in the form of .jpg, .png etc to a certification letter template (i.e. a static chart picture or in a letterhead logo)? The old certification module didn't have this functionality and it appears we do...
Hi! We are using the new Processes for our Certifications, however, some users when trying to attach a file to a Certification the system does not uploads the file. There is no error message in the screen. Right now the users have viewer access in...
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.