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CassieSt
Level 2
May 14, 2026

Ideas on additional approvals on a proof

  • May 14, 2026
  • 2 replies
  • 14 views

Hi, Looking for some ideas and support here - 

 

I am the admin for a financial services company, we have lots of regulations. We received a request that we now need to have our approvers “certify” that they checked the asset in the proof for x, y, z. My initial thought is to add a custom form to the document but this would be brand new behavior for our approvers to fill out and don’t love this. We also had someone bring up adding a comment, I also don’t love this because it is manual and think that we will be chasing down approvers to add this (also will mess up my automated workflows). Has anyone ever experienced this or has any idea? TYIA

2 replies

ninoskuflic
ninoskuflic
Level 4
May 14, 2026

Hi ​@CassieSt, one thing you can do that comes to my mind is adding a proof reason - something like this:

  

 

when a decision is made. 

You can do that in Proof settings:

but this will be available to every proof decision (it’s a global setting) - however users who do not need to certify anyhing can just leave it as “none”. Hope this idea helps at least a bit. 😃

If this solved your issue, please mark it as solved so others can find the solution faster.
    C
    CassieStAuthor
    Level 2
    May 14, 2026

    ​@ninoskuflic this is what i am looking for, thank you!! 

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