• 

  Mike Davis

  • 2026年08月26日 13:09

  Hi Anja!

  Thanks for your question, and sorry for the delay. We are happy to help here.

  Sadly, there is no way to directly "integrate" or merge your 3 copied certification processes into your 2026 master process. Here's a workaround for you.

   

  Rebuild the certification actions in your 2026 master process
  

  • - Open your 2026 master process
  • - Go to Add Action > Certification (or Bulk Certification)
  • - Add your certification letters and configure the signer/approver steps, due dates, and reminders
  • - The letters themselves are stored in the Letters tab — you can reuse existing letter templates across processes, so you don't need to recreate the letter content from scratch

   

  Here's the advantage: A single letter template can be used in multiple certification actions within a process, so once your letters are created/available as templates, adding the certification actions to your master process is straightforward.

   

  Considerations
  

  • - Review your Certification Settings (Settings > Certification tab) before starting the process — automatic approval, reminder schedules, etc. cannot be changed once the process starts
  • - Make sure to review and update assignees, due dates, and letter content for the 2026 cycle

  Below are the relevant Help articles for these steps. Let me know if you have any follow-ups or need anything else.

  • Build a process with Certification actions
  • Intro to Certifications
  • Review Certification settings
  • Roll forward a Process with Certification actions

  0

请先登录再写评论。