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Documents

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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 4 days ago in Nintex Process Manager (formerly Promapp) / Documents 0 Planned

Able to select multiple documents when attaching to an activity/element

Today when you attach documents to a procedure activity or model element you can select one document at a time. Since the documents are already in the Nintex Documents Library it should be possible to select multiple documents at the same time rat...
Evgenios Efthymiou 9 days ago in Nintex Process Manager (formerly Promapp) / Documents 0 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 27 days ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Bring back the ability to edit documents from Search

In the most recent Proces Manager Update 4.11.19, the team have r emoved the ability to edit documents directly within search results. This has massively reduced the ease of use of the platform, as Document editors and document owners now need to ...
Catherine Chan about 2 months ago in Nintex Process Manager (formerly Promapp) / Documents 8 Under Review

Enable deep links into documents.

Where a document has individual sections that relate to different processes it would be very useful to be able to link directly to the relevant material. This would enable a single source of truth to be maintained in one place but give ease of acc...
Guest 2 months 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 6 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 6 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 7 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 7 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 7 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting