Nintex Ideas

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    Showing 272 of 2994

    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 almost 3 years ago in Nintex Process Manager (formerly Promapp) / Documents 2 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 over 3 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 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 almost 3 years 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 about 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

    Add Secure PDF Generation Options to Prevent Editing Generated Doc

    Anyone with Acrobat Pro can edit a Drawloop generated PDF document. This makes functionality, especially adding a watermark, relatively ineffective since it can be removed easily. We can ask our users to add a password but this leaves us exposed t...
    Guest over 3 years ago in Documents / Document Automation 0 Open for voting

    Reporting document reviews

    You can run a report for process reviews due but not for documents and we would find this very useful.
    Guest over 6 years ago in Nintex Process Manager (formerly Promapp) / Documents / Reporting 9 Open for voting

    Multiple Conditions with 'contains' logic to include a file in the DDP

    Sometimes it is necessary to include a document file in DDP based on multiple AND/OR conditions with 'contains' logic. For example, Include a file only when Field 1 contains 'xxx' AND Field 2 contains 'yyy'. It shall be possible to allow these mul...
    Guest over 9 years ago in Documents / DDP Management and Creation 5 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 almost 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

    Promaster should not be able to see all risks in Risk Register

    For corporate Risks there can be sensitive risks that a Promaster should not necessarily have access to as it is an Executive level risk. It would be helpful if we could mark a risk as Sensative giving ownership to the Portfolio Manager where sens...
    Bree Barsanti 10 months ago in Nintex Process Manager (formerly Promapp) / Risk and Compliance Management 0 Not Planned

    Allow more than 5 conditions in relationship filters

    I have a DocGen package that requires more than 5 filter conditions to return the right data set. I would love to not need to create new checkbox formula fields for every DocGen package with complex filters. Example: SELECT fields FROM Session__c ...
    John McOrmond about 1 year ago in Documents / DDP Management and Creation 0 Open for voting