Signoffs
How to Integrate DocuSign with KTern.AI ?
Prerequisites : Before proceeding with this guide, ensure that you have a DocuSign developer account. You can acquire one by visiting the following URL: https://developers.docusign.com/ For the most up-to-date API pricing, please refer to this page: ...
In signoffs, how can custom filters be added, and how do you remove custom filters that are not required?
The filter for signoffs is available in the List View. Here, the user should apply the necessary filters and check whether the exact data is displayed as expected. Afterward, click on the filter icon, give a name to the filter, and click the "Add New ...
Is it possible to group the signoffs by role, team, and level?
Yes, it is possible to group the signoffs. In the "Tree View," the user can see a list of all signoffs present in the project. (i). Signoffs grouped based on the role of the approver: (ii). Signoffs grouped based on the team of the approver: (iii). ...
How can a child signoff be created under a parent signoff?
In the Explorer View, navigate to the necessary signoff item. Under the parent signoff item, the user should click on "+ Add Sign Off Item." Subsequently, a drawer will open, where the user must fill in the details in the Overview section. The ...
How to add resources to a sign-off item.
Introduction The platform allows the user to add resources to the sign-off item. This feature helps the user to easily manage the support documents related to the sign-off. 1. Navigating 1.1 Access the KTern sign-off wizard to see the sign-off items. ...
How to push a Sign-Off for re-approval?
Introduction Sign-Offs is used to acknowledge project closure or, project delivery such as: 1. Project goals and their status 2. Project timeline Learn more about Sign-Off! Check out "KTern & Sign-Offs" 1. Navigating to KTern Sign Off KTern platform ...
How to view Sign-offs?
Introduction Sign-Offs is used to acknowledge project closure or, project delivery such as: 1. Project goals and their status 2. Project timeline KTern provides an interactive platform where the views can be altered and accessed according to the ease ...
how can i add files against my sign off ?
Introduction KTern allows the user to add to resources to sign-off which might be a reference material or a support document. These support documents can be uploaded directly with sign-off or added in the file section with the respective sign-off. 1. ...
What happens when someone rejects a sign off ?
Check Out! How to push a sign-off for re-approval
How can I design a sign off workflow ?
Introduction KTern offers the user to assign and create sign-off based on the project requirement. The sign-off workflow starts from creating the sign-off to closing after the last approval of the approval matrix. The Sign-off workflow includes ...
Can i edit my sign off workflow ?
Introduction KTern as a platform allows the user to create as well as edit the sign-off workflow. This can be done by editing the stakeholders, adding resources , sending the sign-off for re-approval. The Sign-off can be edited even after they have ...
Can a sign off have multiple stakeholders ?
Introduction KTern as an automated platform understands that a sign-off can have a multiple approvers at the same level as well as an approval matrix can also be followed for the entire sign-off journey. Hence, the platform provides the user with the ...
How do i get notified about sign offs ?
Introduction KTern allows the user to create a sign-off and assign stakeholders to the same based on the approval matrix. The approval matrix can be of multiple levels with multiple approvers at each level. To increase the efficiency of the sign-off ...
How can i link my project plan to a sign off ?
Introduction KTern as a platform aims to provide the users with a unified single digital workspace and complete transparency is maintained. The idea of inter-linking of project items ensure easy back tracking into the project plan & the relevancy ...
Where can i see overdue sign offs ?
Introduction KTern allows the user to create and assign sign-offs based on the project requirements. While a sign-off is being created, the user have to provide the deadline for approval / rejection of the sign-off. Since the platform doesn't allow ...