My ideas: Documents

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

7 VOTE

Import/Upload Media More Seamlessly

It would be great is we could drag and drop media into procedures while in 'edit' mode. Currently have to navigate to the attachment form and select files individually.

Guest over 3 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

6 VOTE

Allow to have documents directly link to a specific process instead of to a process group

It'd be great to have documents directly link to processes so then the documents can be stored within processes without needing to link them to an activity/task.

Evelyn Yap about 3 years ago in Nintex Process Manager (formerly Promapp) / Documents 2 Open for voting

7 VOTE

Enable document attachment to trigger/inputs

Currently, only processes can be referenced to a process via the Input field. It would be helpful if documents that are associated with a process - but not with a specific activity - such as a RACI, a Glossary, a Policy etc. could be linked in the...

Christoph almost 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

4 VOTE

Stop trigger approval workflow when attahment upload/revise in process in edit view

Based on the Promapp setting, uploading attachments (mainly for working instruction) in a process in edit view will trigger approval process. Different from uploading documents directly in Document negivation bar to go through approval process, a...

Fenny Feng over 2 years ago in Nintex Process Manager (formerly Promapp) / Documents 2 Open for voting

9 VOTE

Browse function available in Chrome

In Chrome when ‘link document’ is selected and ‘link to a network file’, the ‘browse’ button/function isn’t available. This causes issues because the user then has to go to the file on the server where the document to link is stored, copy the wind...

kathleen over 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

8 VOTE

Filter documents list report with search tags and groups

Please can you add filter options to the document list report, and a way of excluding images from the list. Thanks

Michelle almost 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 2 Not Planned

1 VOTE

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

6 VOTE

Improve Documents report

Create a report where we can know how many times and date when documents are clicked on or downloaded

Madelina Baena almost 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

1 VOTE

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 8 months ago in Nintex Process Manager (formerly Promapp) / Documents / Process Review & Approval 0 Open for voting

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