Linking function in Certifications
Hi Team, is there a way to utilize the linking function in the Certifications process so that dates in the templates are updated when rolled forward. If not, can you please let us know if and when the team plans on implementing this function? Thank you!
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Hi Becky Cheung,
There is not an option to use the linking function in the Certification process at this time. However, this is a great idea that we can take to our product team. I can get a request going for you if you would like, and from there we will notify you of any updates!
1Thank you for the quick response MacKenzie. Yes, can you please put in a request for the linking function to be added to the Certification process!
0You bet Becky Cheung!
0Hi Team, has there been any update on this request? Thanks!
0Hi Becky Cheung,
No update at this time I'm afraid but, we'll make sure to keep you in the loop!
0This would create significant efficiencies in our rollforward process if we could link these dates in each certification to our workbook so they would auto populate when we updated them in the workbook.
0Thanks for adding in your experience, Kyle Talkington I have you added to this request! Have a great day 😊
0Is there any update on the rollout of this feature?
0+1 for the interest of this feature
0I'm not sure which solution you all are requesting this feature for - I'm assuming SEC. Does the new integrated workflow with calendar feature address the challenge you're facing?
0Alice Helmke Hello, I left one comment in this thread. The calendar feature doesn't address this challenge. First, our organization is on the legacy solution and that feature was not extended to us. Second, we would like to have the reporting period as text within the letter (i.e., as a header or within the body of the letter itself), and so the due date feature would not be related to what we are trying to do, even if we could use it.
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