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Documents

Showing 87 of 2412

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

Search on document conent

Enable searching on document content, not just on the title/metadata. Support: Promapp only searches the title and other metadata entered into Promapp when uploading the Document. Not the Document contents. Feedback: this is the single biggest...
Guest 7 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Planned

Include file sizes on Document List Report

To ensure we have enough storage space within Process Manager for any documents that need to be uploaded directly (such as screenshots/guides for processes or evidence of completing training), it would be useful to be able to see the size of the f...
Rachael Farrimond 8 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Add All User ability to view change history to documents hosted in Nintex (Word, Excel, Powerpoint).

Currently the system only allows "all users" to view Nintex specific changes. Items such as work instructions that are created and uploaded do not show a revision history. We would like this feature to enable all users the access to view the histo...
Guest 9 months ago in Nintex Process Manager (formerly Promapp) / Documents 1 Planned

Block the download of video

With proprietary videos specific to a business - the download of videos opens the possibility for the videos to 'get out' of the business. Being able to block the download function makes it a bit more difficult to do this.
stewart.wiggins 9 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Checklist filter and export on Process checklist tab

Adding filter to see current, and completed checklists inside a process checklist tab Adding a scsv export of filtered checklists from Process cehcklist tab
Dmitry Shuvaev 11 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Document review periods determined by document type

We are starting to use the document review configuration to alert in the dashboard. Admin > Configure > Dashboard > Default document review frequency We have different review periods for documents based on the type eg Policy documents are...
Michelle 12 months ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

We need a one-click link to shared folders

Linking to documents stored in SharePoint works brilliantly. However, we have many documents that are still stored in Shared folders within File Explorer. At the moment, the link provides the address to copy and paste into a web browser. This then...
Chris Hill about 1 year 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 about 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

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