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Documents

Ability to transfer documents due for review to new staff

Having the ability to transfer documents that are overdue for review to new staff will be very helpful. Currently documents overdue for review cannot be transferred. The last person that uploaded the documents is reported on however we have people...
Guest about 7 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

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 over 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Embed document view in Promapp

Display documents in embedded window within Promapp instead of opening as separate documents. This would allow users to stay in the process and scroll up and down in the document within the activity/task, without losing their place.
Guest almost 7 years ago in Nintex Process Manager (formerly Promapp) / Documents 5 Not Planned

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

Is there a way of adding more document types:

Is there a way of adding more document types:
Guest almost 7 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 Not Planned

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 over 3 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 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 about 6 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 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 5 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 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 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 almost 3 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting