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Showing 275 of 2849

Attachment drop down option for EDM files

Currently, when staff need to link an EDM file/container to a Promapp, we have a workaround. Can we please look to add a dropdown that says EDMS file? This will make it simple for staff to attach files/containers.
Guest about 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

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

Simple Document Ownership Management Independant of Process Group

Currently document ownership is bound to the group in which a document resides within Process Manager. It would be much better if document ownership / review could be manually assigned at document creation and bound to the document itself (similar...
Sam about 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 2 Open for voting

Filter from the org wide email addresses

We need the option to filter from the "FROM" addresses when generating document and sending an email.
Guest over 2 years ago in 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 10 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Add Review Date for Improvement Module

We would like a review period for Improvements similar to Risk and Process reviews. This is to ensure the improvement actions embedded as part of BAU are working as expected. When the review date comes up the Portfolio owner and Incident owner can...
Jackie Paterson over 2 years ago in Nintex Process Manager (formerly Promapp) / Improvement Management 2 Not Planned

View documents without having to download and save

Each time a document or file is viewed it has to be downloaded to the computer and is stored on the hard drive, usually in a default directory. It would be useful if downloading was an option or at the very least an option to delete the document a...
Guest over 6 years ago in Nintex Process Manager (formerly Promapp) / Documents 6 Not Planned

Enable "Reference Number" in document properties to be a separate metadata parameter

There is currently an option to enable "Reference Number" as an additional metadata field under Document Properties - our organisation has been using this field to assign each document a unique identifier to prevent duplicates and improve document...
Catherine Chan 3 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Ability to choose SMS authentication method for DocuSign envelopes

My company uses Nintex DocGen to create DDP's and send to DocuSign for electronic signing. Neither of the authentication methods offered by Nintex are approved by our security team as they prefer SMS. I would like to request Nintex to add SMS as a...
Guest over 2 years ago in Documents / 3rd Party Integration 1 Open for voting

Email configured in DocGen Packages to have a format

Hey, We use Nintex DocGen Package and it would be great if we could add format into email addresses sent from this packages, like making text Bold or Underlined . Hope you could add this functionality in the future. Thanks and regards,Alejandro Lois.
Guest about 1 year ago in Documents / Lightning Experience 0 Open for voting