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Documents

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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 4 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Documents can be added as generic items so users don't have to select a type first (and possibly choose the wrong type)

Currently when adding a document the user must first select a type. If they don't know the type then they may have to search several times before finding the document they need. A shortcut to add a document to a process would also be beneficial e....
Jonathan Butler 4 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Make Document Approvals Easier / Inline with Process Approvals

Document approval has some usability issues that prevent it from being more widely used, and create admin overhead for Promasters.
Jonathan Butler 4 months ago in Nintex Process Manager (formerly Promapp) / Documents / Process Review & Approval 0 Open for voting

Allow configuration to restrict document upload by all staff

Please add a config item similar to " Restrict process creation to only PMs, BAs and PCs (Default: Off) " - ie make it " Restrict document creation to only PMs, BAs and PCs (Default: Off) " Why would we want all general staff able to upload any do...
Michael Foulds 4 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Document Approval Regime does not inherit from Parent group

Currently when you turn on Document Approval in the system ALL sub folders in the system are defaulting to "All Required to Approve" which means all approvers must approve each document or screen shot. The sub folders are not picking up the defaul...
Unknown Unknown 4 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Add Training Description to Document Updates

When adding or updating a document within Process Manager, it would be helpful to capture any necessary training / review requirements that are needed for the document. This would help document owners provide training / review details to document ...
Jonathan Butler 5 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Can the Document Approvers default to be the same as the Document Owners

Currently the Document Owners default to the Process Group Champions but the Document Approvers default as blank. This means you have to go in a set them manually for each process group. This should default to the Process group champions as well.
Unknown Unknown 8 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 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 8 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 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

Bulk Transfer of Documents to another staff member

There is a Transfer process option on the user but no Transfer Document option. This makes it very time consuming if a staff person changes Job role as it has to be done one by one via the document library looking up by individual name.
Unknown Unknown 9 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting