Sharepoint 2920

  • I am looking for anyone who has used sharepoint to perform there management certifications of the quarterly 302 disclosures or something similar. I am trying to figure out how to create a trigger that re-occurs without having to initiate it in sharepoint.
    Any help is appreciated. I am new to workflows so go easy.

  • We use SharePoint as a document management tool for our SOX files, but we don’t use the tool to automatically trigger any communications or certifications. We have those quarterly meetings on the calendar and we meet with the appropriate certifying executives from each registrant in person.

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