Documents: force a search of existing Promapp documents before adding a document

Documents: force a search of existing Promapp documents before adding a document

There is currently no way (other than rigorous training) to ensure editors check for the existence of a document in Promapp before adding a new document into a process. This results in many duplicated documents.
Proposed solution: Restrict the first step of creating a document to a search of documents in Promapp to verify if the document has already been created in Promapp. Once verified that it does not exist provide the option then to either Upload or Link the new document.

ADMIN RESPONSE

Sep 7, 2022

Thank you very much for posting your feedback. At this time, we will not be adding this request to the near-term backlog, as we are focused on improving our search and process variation capabilities and delivering sequential approvals. However, we reevaluate requests every quarter and will reach out if priorities change. Please keep the feedback coming as it is critical for our longer-term planning.

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Kerry Hiki

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| Sep 7, 2022

Thanks for the feedback. While this isn't a priority right now it's a great idea to keep a handle on duplicate documents as you say.
We'll open this up for voting and monitor for now.

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Frith Palenski

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| Sep 7, 2022

Totally agree, this is a huge issue. Mandating a search of documents would also raise user awareness of the document library (many users aren't aware it even exists).

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Michelle

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| Sep 7, 2022

Brilliant! I would love to see this feature developed

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Documents: force a search of existing Promapp documents before adding a document