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Documents

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Add Training Description to Document Updates

When adding or updating a document within Process Manager, it would be helpful to capture any necessary training / review requirements that are needed for the document. This would help document owners provide training / review details to document ...
Jonathan Butler 3 days ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Can the Document Approvers default to be the same as the Document Owners

Currently the Document Owners default to the Process Group Champions but the Document Approvers default as blank. This means you have to go in a set them manually for each process group. This should default to the Process group champions as well.
Unknown Unknown 3 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 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 3 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Bulk Transfer of Documents to another staff member

There is a Transfer process option on the user but no Transfer Document option. This makes it very time consuming if a staff person changes Job role as it has to be done one by one via the document library looking up by individual name.
Unknown Unknown 4 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Include file sizes on Document List Report

To ensure we have enough storage space within Process Manager for any documents that need to be uploaded directly (such as screenshots/guides for processes or evidence of completing training), it would be useful to be able to see the size of the f...
Rachael Farrimond 6 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Block the download of video

With proprietary videos specific to a business - the download of videos opens the possibility for the videos to 'get out' of the business. Being able to block the download function makes it a bit more difficult to do this.
stewart.wiggins 6 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Checklist filter and export on Process checklist tab

Adding filter to see current, and completed checklists inside a process checklist tab Adding a scsv export of filtered checklists from Process cehcklist tab
Dmitry Shuvaev 9 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 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 10 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

We need a one-click link to shared folders

Linking to documents stored in SharePoint works brilliantly. However, we have many documents that are still stored in Shared folders within File Explorer. At the moment, the link provides the address to copy and paste into a web browser. This then...
Chris Hill 10 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 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 10 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting