Nintex Ideas

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Be able to link or attach pdf documents

The limited type of documents that can be attached or linked to is frustrating. Being able to attach or link to a pdf (or Word etc) document would be very helpful for us
Guest about 2 months ago in Nintex Process Manager (formerly Promapp) / Documents 1 Already Exists

Enable "Reference Number" in document properties to be a separate metadata parameter

There is currently an option to enable "Reference Number" as an additional metadata field under Document Properties - our organisation has been using this field to assign each document a unique identifier to prevent duplicates and improve document...
Catherine Chan 3 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Cannot filter Document report by Process Group

Currently you can get a report of All Documents in the system but there is no easy way to filter these to high level Process group. You can export to Excel but then the Group column does not list by high level Process group. You have to select eac...
Unknown Unknown 5 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Documents Tagging

Is there a way to tag a single document separately for individual processes even if it is added to multiple processes, so that changes made in one process do not affect the others?
Guest 5 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Document process group selection needs to be clear

Since the recent update to Process Manager a number of issues have arisen. One of these is an issue that occurs when attempting to select the process group that a document sits within. When you attempt to select a process group it appears to just ...
Emily Cumberland 9 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

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 11 months 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 12 months ago in Nintex Process Manager (formerly Promapp) / Documents 2 Open for voting

Archived documents are not moved out of the original folder and this prevents "blank" folder from being deleted

Users expect that when they archive a document that it moves it out of the original folder into an archived folder (like the Processes) This does not happen and the archived documents are left in the original folder which then cannot be deleted al...
Unknown Unknown about 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 2 Under Review

Ability to Delete/Archive documents linked to an Archived Process

Users expect that when they Archive a process it also archives the attached screen shots and documents. This does not happen and then the documents are stuck in the document library and cannot be archived or deleted as they are still linked to the...
Unknown Unknown about 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 1 Under Review

Give everyone VIEWING rights to see a document's properties e.g. Document Type, Associated Processes and Groups and History

When creating a process and want to link a document, you need to first select the document type. Sometimes you don't know the document type as it might not have been uploaded by you, so you're stuck; having to go through all the possible types to ...
Guest about 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 0 Planned