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Documents

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Add an option to remove the Document Changes tab from the My Changes tab of My Dashboard

Some senior managers find that telling them to look at documents linked to processes is a step too far for their valuable time – they just want to focus on processes (new, changed, awaiting their approval). Some processes can have 10 or 20 documen...
Guest over 2 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

Report to enable My Reviews for overdue documents.

We have many overdue documents for review. I tried to find a report so we could filter to determine who needs to take action. As this is not currently an option this information has been copied manually from Promapp and put onto an excel page but ...
Unknown Unknown about 1 year 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 10 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 10 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Document Views Report

As Administrator of our system, I am looking for another report: Document searches / views. It would be quite helpful to understand how frequently people search for ressources, to evaluate people involvment in making the system alive :)
Guest almost 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

Remove documents from sharepoint search of Promapp

We have added the searchability of Promapp to our sharepoint intranet, however the results also bring up any documents listed in Promapp. As an added complication, they are links to our document management system so it does not even take the user ...
Guest over 3 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

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

Is there a report that shows which documents belong to which processes?

Is there a report that shows which documents belong to which processes? The purpose of this would be to identify the improvement opportunity due to the number of documents belonging to multiple processes. Currently there is only a document list re...
Guest almost 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

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

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