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Documents

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

Ability to move opened document images when in Procedure View

Hi - small enhancement if feasible. From the persona of the Promaster, or reader of a process in Procedure view, it would be great to have ability to move around an image you have opened up in an Activity so that you can see the image and the task...
Srinee over 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 7 Open for voting

Associated documents transfer with processes

When transferring one process to another process group, the associated documents can automatically transfer to the process group simultaneously. After transferring the process, the individual associated document has to be moved one by one which is...
Cassie Gao 12 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Able to select multiple documents when attaching to an activity/element

Today when you attach documents to a procedure activity or model element you can select one document at a time. Since the documents are already in the Nintex Documents Library it should be possible to select multiple documents at the same time rat...
Evgenios Efthymiou about 1 month ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Ability to view documents in-software rather than downloading

It would be beneficial to process participants if they could view documents that have been uploaded to Process Manager within the software in a 'view-mode' (e.g. opening in a new tab or a pop-up window). If a document is hosted on Process Manager,...
Abbie Richards over 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

Make attachment types visible in the document library

Even if staff search our document library to check whether a link has already been created, they are unable to see the attachment type (ie form, guide, information, training, policy), so when they then go to attach the existing link to their proce...
Noala Degasperis over 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

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

Moved documents remain in original folder/s - have to be manually moved

Documents attached to processes that are moved to another group should not remain in the original group or provide an option to select 'remove from this group'. With organisational restructures, processes can be moved and the extra work required t...
Guest almost 4 years 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 2 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

Add an option to remove the Document Changes tab from the My Changes tab of My Dashboard

Some senior managers find that telling them to look at documents linked to processes is a step too far for their valuable time – they just want to focus on processes (new, changed, awaiting their approval). Some processes can have 10 or 20 documen...
Guest about 3 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting