Documents

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

13 VOTE

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

23 VOTE

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

26 VOTE

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

5 VOTE

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 about 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

4 VOTE

Simple Document Ownership Management Independant of Process Group

Currently document ownership is bound to the group in which a document resides within Process Manager. It would be much better if document ownership / review could be manually assigned at document creation and bound to the document itself (similar...

Sam about 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 2 Open for voting

14 VOTE

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

3 VOTE

Document process group selection needs to be clear

Since the recent update to Process Manager a number of issues have arisen. One of these is an issue that occurs when attempting to select the process group that a document sits within. When you attempt to select a process group it appears to just ...

Emily Cumberland 10 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

1 VOTE

Enable "Reference Number" in document properties to be a separate metadata parameter

There is currently an option to enable "Reference Number" as an additional metadata field under Document Properties - our organisation has been using this field to assign each document a unique identifier to prevent duplicates and improve document...

Catherine Chan 3 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

23 VOTE

View documents without having to download and save

Each time a document or file is viewed it has to be downloaded to the computer and is stored on the hard drive, usually in a default directory. It would be useful if downloading was an option or at the very least an option to delete the document a...

Guest over 6 years ago in Nintex Process Manager (formerly Promapp) / Documents 6 Not Planned

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