Toggle navigation


Why Use Certification


Embed certification in your process where it’s needed.


Check status to see what signatures are waiting, and which have been completed.


Automatic reminder emails ensure the process stays on schedule. Roll forward for next period without rebuilding from scratch.


Gain consensus and accuracy when signing your name to an important report.

Certification Feature Tour

Create a process

Write questions indicating what should be verified

Improves clarity and accountability.

Set exceptions / Designate responses that should raise concern

Immediate notification of problems.

Attach files

Easy reference to the document needing sign-off.

Group questions to make reusable templates

Save time by creating templates that can be reused and easily updated.

Customize your process

Set due dates and reminder emails

Automates the process and eliminates email chasing.

Use existing templates for repeating processes

Streamline workflow and establish consistency for processes that happen again and again.

Generate Content

Customize each letter as necessary

Get the specific information you need from each signer. Tailor questions to specific responsibilities.

Each letter sent is a certification that can tracked

Real-time progress reports: the tracker shows the state of each certification.

Assign Recipients

Designate individual signers or groups of signers and the order of sign-off

Control who sees what, and progress the document and only once consensus has been reached.

Add approvers to verify comments and exceptions marked by approvers

Transparent resolution of issues raised with an archived audit trail.

Track with the dashboard and create reports

Each process has a dashboard summarizing each certification's activity

Keep tabs on multiple processes at once.

Easily check how each certification has progressed and who's responsible next.

Built-in audit trail of every signer and issue raised

Improved compliance and guaranteed issue resolution ensure no question is left unanswered.

Export reports to include as evidence

Easy inclusion of evidence in larger projects and reports.

How Our Customers Use Certification



Manage sub-certifications within the SEC reporting process for SOX 302 and 404 sign offs. Wdesk Certification streamlines the process with reminders and due dates to ensure timely completion for filing.

SOX Compliance

SOX compliance

Certification can also be used for SOX compliance sign offs. Requiring control and process owners to sign off ensures that no changes have been made to the control and that it has passed testing.

Regulated risk documentation

Regulated risk documentation

Customize templates for multiple levels of attestation or review certification. Set ordered signers or add approvers to ensure one level of review is complete before the next begins. Check the dashboard to see current status, and roll forward for the next period with just a few clicks.


Additional Uses for Certification

Management Reporting

Use Certifications to deploy disclosure committee questionnaires, the financial reporting checklist, or to confirm the Revenue Recognition Policy.

Code of Ethics / IT Security and Compliance

Add signers in bulk, create groups for mass distribution, and allow signers to skip a login page makes it easy to achieve sign-off on updated policy documents from every employee in your company.

Contract Reviews & Capital Expenditure Requests

Create templates that can be reused frequently, then attach the document to the certification and distribute. Recipients can review the attachment and report any exceptions directly into the certification.

Policies and Procedures

Use Certification to manage the review process of policies and procedures. Customize the letter of certification to verify input and sign-off from key stakeholders, and export a record of signing and approval activity for audit purposes.

Experience Certification Today

By entering my email address above, I consent to receiving commercial electronic messages from Workiva regarding news updates, promotions, offers, and other information about their products and services. I understand that I may withdraw my consent at any time.