Introduction to Certification

When you need to manage a signer or approval process, Wdesk Certification helps you get information and sign-off from key players. Certification allows you to establish standard and repeatable steps for an efficient, timely and transparent process.

Start your Certification by designing content with questions that address your need for information or feedback. Include desirable responses and exceptions. This letter and supplemental files are sent to individuals and groups in a predetermined workflow.

Approvers verify comments received and review exceptions. The status of the Certification process is tracked with the aid of a dashboard and reports. When your process is completed, you can reuse workflows and content for your next certification.