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Documents

Showing 62

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

Allow configuration to restrict document upload by all staff

Please add a config item similar to " Restrict process creation to only PMs, BAs and PCs (Default: Off) " - ie make it " Restrict document creation to only PMs, BAs and PCs (Default: Off) " Why would we want all general staff able to upload any do...
Michael Foulds 4 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 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 5 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Paper/display orientation

When printing a process map, it would be good to have the ability to choose the orientation - Portrait or Landscape. Currently this is set to Portrait. Most of our documents are landscape and every time I print or want to save a pdf copy I have to...
Guest almost 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 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 5 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 over 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 about 3 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 almost 3 years ago in Nintex Process Manager (formerly Promapp) / Documents 2 Open for voting

Link a Document on Group Level

There does currently not exist an option, where a document or image can be linked into the group overview tab. Only processes or groups can be shown there. It should be possible to have a link to a document, such as framework visualisations, polic...
Christoph over 3 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

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