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Documents

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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 7 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 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 about 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 7 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

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 about 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Update error message when user upload document with unaccepted file name

As a usser, I would like to see errror messages saying where I should correct.Actual Error message when uploading ad ocument containing special charactershttps://promapp.atlassian.net/secure/thumbnail/68816/image-2021-04-16-11-30-59-253.png Please...
Jonathan Butler 3 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 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 about 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

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 almost 2 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 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 about 2 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 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 over 3 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

Use AI to analyse the details within the documented process and auto-popuate or at least suggest relevant tags to add

No description provided
Kylie Hainke 8 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting