Documents

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Ability to view documents in-software rather than downloading

It would be beneficial to process participants if they could view documents that have been uploaded to Process Manager within the software in a 'view-mode' (e.g. opening in a new tab or a pop-up window). If a document is hosted on Process Manager,...

Abbie Richards 4 days ago in Documents 0 Open for voting

1 VOTE

Add an option to change default document approval regime in Configure section

When I create a new document only group, the default approval regime is set to '‘All required to approve’. However, we currently have ‘First only required to approve’ regime in place in our organisation. We are having to change the option every ti...

Guest about 2 months ago in Documents 0 Open for voting

2 VOTE

Document Upload - Order Process Group dropdown by Group rather than alphabetically

It's currently impossible to work out which sub-group youll associate document to because of the way the drop down is sorted. Can we see this as SERVICE > Administration for example

Guest about 2 months ago in Documents 0 Open for voting

5 VOTE

Report to enable My Reviews for overdue documents.

We have many overdue documents for review. I tried to find a report so we could filter to determine who needs to take action. As this is not currently an option this information has been copied manually from Promapp and put onto an excel page but ...

Unknown Unknown about 2 months ago in Documents 1 Open for voting

1 VOTE

Include Minimode link in document report

When running the Document report and exporting to excel (to load to a list in SharePoint) the link provided is not a mini mode link. If the document is updated in Promapp, this is not reflected when using the SharePoint list as is not the minimode...

Guest 5 months ago in Documents 0 Open for voting

9 VOTE

Manage web links the same as other documents

it appears that “Web Links” appear in Admin>Reports>Documents, but you can not see them under the “Documents” tab on the top horizontal menu bar. At the moment, it appears that the only way that we will be able to tidy up the Report, is to m...

Paul Hollamby 8 months ago in Documents 0 Open for voting

1 VOTE

Change process group for archived documents

It does not make sense that if I have archived a process in a process group, I can delete the process group, but I have to delete the document. Can an enhancement be made, that if the documents have been archived and the process group is being del...

Paul Hollamby 8 months ago in Documents 0 Open for voting

4 VOTE

Stop trigger approval workflow when attahment upload/revise in process in edit view

Based on the Promapp setting, uploading attachments (mainly for working instruction) in a process in edit view will trigger approval process. Different from uploading documents directly in Document negivation bar to go through approval process, a...

Guest 8 months ago in Documents 2 Open for voting

1 VOTE

Add bookmarks to the printed pdf documents

I would like to have the option to include bookmarks in printed pdf documents. There is already an option to 'Include Sub-processes' in the print menu. If you select this option, bookmarks should be included as standard. This will allow the end-us...

Guest 9 months ago in Documents 1 Open for voting

2 VOTE

Role you can assign to an activity

There is currently only 5 document types in the Configure section, all the five are important. Can there be the ability to add to this list example Quick Reference Guide (QRG). Please refer to scree shot

Guest 10 months ago in Documents 1 Open for voting

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