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Documents

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

Document Approval Regime does not inherit from Parent group

Currently when you turn on Document Approval in the system ALL sub folders in the system are defaulting to "All Required to Approve" which means all approvers must approve each document or screen shot. The sub folders are not picking up the defaul...
Unknown Unknown about 2 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Use AI to analyse the details within the documented process and auto-popuate or at least suggest relevant tags to add

No description provided
Kylie Hainke 6 months 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 over 3 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

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

Add Training Description to Document Updates

When adding or updating a document within Process Manager, it would be helpful to capture any necessary training / review requirements that are needed for the document. This would help document owners provide training / review details to document ...
Jonathan Butler 3 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Document owner rights for Expert by default

I recently discovered that when an expert starts documenting a new process, they are not automatically given Document Owner rights to documents they upload. This means that while they are creating this process and it hasn't yet been approved they ...
Guest about 3 years ago in Nintex Process Manager (formerly Promapp) / Documents / Process Creation & Editing 2 Open for voting

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

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

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