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Documents

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LOSE OF CONTROL

LOSE OF CONTROL. Allow to view files under Documents, instead of downloading straightaway after clicking it. We now have a new platform that allows us to create document, go for review and approval for publishing and users cannot download it. Form...
Guest 6 days ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Simple Document Ownership Management Independant of Process Group

Currently document ownership is bound to the group in which a document resides within Process Manager. It would be much better if document ownership / review could be manually assigned at document creation and bound to the document itself (similar...
Sam 23 days ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

Attachment drop down option for EDM files

Currently, when staff need to link an EDM file/container to a Promapp, we have a workaround. Can we please look to add a dropdown that says EDMS file? This will make it simple for staff to attach files/containers.
Guest 3 months ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

Ability to move opened document images when in Procedure View

Hi - small enhancement if feasible. From the persona of the Promaster, or reader of a process in Procedure view, it would be great to have ability to move around an image you have opened up in an Activity so that you can see the image and the task...
Srinee over 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 7 Open for voting

Associated documents transfer with processes

When transferring one process to another process group, the associated documents can automatically transfer to the process group simultaneously. After transferring the process, the individual associated document has to be moved one by one which is...
Cassie Gao about 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

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 over 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

Make attachment types visible in the document library

Even if staff search our document library to check whether a link has already been created, they are unable to see the attachment type (ie form, guide, information, training, policy), so when they then go to attach the existing link to their proce...
Noala Degasperis over 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

Ability to Archive a document via the "My Reviews" page

On the My Reviews, page there is no option to delete a document. This means if a user is reviewing a document and found it to be obsolete, and needs to archive it they need to:1. Navigate to another screen to search for the document, 2. Navigate t...
Catherine Chan over 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Moved documents remain in original folder/s - have to be manually moved

Documents attached to processes that are moved to another group should not remain in the original group or provide an option to select 'remove from this group'. With organisational restructures, processes can be moved and the extra work required t...
Guest almost 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

Archiving and Linked Documents

Documents that were linked to an archived process lose their associations and float freely in the system. We need to know when these linked documents would be affected by archiving, and it would be even more helpful to be able to archive them simu...
Guest over 2 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting