Nintex Ideas

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Search results: Documents

    Showing 15 of 46

    Option to decide if a document (image, video, pdf, etc) should be added to the Promapp library

    When writing a process with attachments, especially screenshots, it is often not necessary for that image to be added to the documents library. It would be great to be able to tick a box that says this document is not required in the library but i...
    Michelle Pavel over 6 years ago in Nintex Process Manager (formerly Promapp) / Documents 5 Not Planned

    Ability to Archive a document via the "My Reviews" page

    On the My Reviews, page there is no option to delete a document. This means if a user is reviewing a document and found it to be obsolete, and needs to archive it they need to:1. Navigate to another screen to search for the document, 2. Navigate t...
    Catherine Chan over 2 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

    Reporting document reviews

    You can run a report for process reviews due but not for documents and we would find this very useful.
    Guest over 6 years ago in Nintex Process Manager (formerly Promapp) / Documents / Reporting 9 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

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

    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 over 6 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

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

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

    LOSE OF CONTROL

    LOSE OF CONTROL. Allow to view files under Documents, instead of downloading straightaway after clicking it. We now have a new platform that allows us to create document, go for review and approval for publishing and users cannot download it. Form...
    Guest about 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

    Document Preview

    Please implement a document preview option similar to the image preview window. It is very unproductive to download each document instead of looking at the universal previewer window if I want to take a quick glance at the document for approval or...
    Guest over 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting