7 - Nintex Promapp

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  1. 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 steps simultaneously.

    When I am doing a quality and usability check for document images the image covers up the task content in the background.

    31 votes
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    Open for voting  ·  4 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 process they sometimes select a different attachment type and then their search doesn't locate the document (even though they know it's there!)

    If the attachment type is visible in the document library their frustration levels will be reduced.

    19 votes
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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  3. Inform creditor or editor prior change of document in copied process

    Currently, the update of an existing document in the copied process will overwrite the document in its parent process. User has no idea what is behind the scene thus it will be beneficial to prompt a message before the document in the copied process being updated or replaced.

    2 votes
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    Open for voting  ·  2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  4. Document Views Report

    As Administrator of our system, I am looking for another report: Document searches / views.
    It would be quite helpful to understand how frequently people search for ressources, to evaluate people involvment in making the system alive :)

    6 votes
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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  5. Paper/display orientation

    When printing a process map, it would be good to have the ability to choose the orientation - Portrait or Landscape. Currently this is set to Portrait. Most of our documents are landscape and every time I print or want to save a pdf copy I have to change the orientation

    2 votes
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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow Linking of all file extensions when Upload file extensions are restricted

    If you restrict the file types which can be uploaded this also restricts the file types which can be linked.

    This essentially renders the linking option useless to those who want to restrict what is uploaded.

    We use SharePoint and other online locations to store our files and do not want to have to maintain documents within Promapp when those change but want our people to be able to upload screenshots within their processes to make the content more rich.

    If we restrict our uploads to only image file types this restricts the ability to link other documents.

    We would…

    2 votes
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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  7. Is there a report that shows which documents belong to which processes?

    Is there a report that shows which documents belong to which processes? The purpose of this would be to identify the improvement opportunity due to the number of documents belonging to multiple processes. Currently there is only a document list report which shows number of processes per document, however Promapp is a process mapping tool not a document management system, therefore there should be a report showing the opposite.

    6 votes
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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  8. Ability to generate a report against Documents which shows their review date

    It would be great if we could have access to a report which showed Documents uploaded into Nintex Promapp, and their next review date.
    This could allow us to them determine which documents are up for review / overdue for review.
    Currently the only way we can see this information is via the Promaster dashboard or Content owner dashboard.

    2 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  9. Enable a bulk update to linked documents

    We have recently changed document management systems and all document links are now broken and must be updated manually within each process.

    An option to bulk update linked documents would help!

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  10. Be Able to Search for Documents / Processes by Reference Number

    to diversify the way that documents and processes can be searched. can it be made possible to make them searchable by the reference number? not only in the search bar, but when you need to 'attach existing document to a process? Thanks

    1 vote
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    Open for voting  ·  2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  11. export document tag list

    we would like to export a csv file of the document tags as a reference point for the document owners to allocate tags consistently.

    1 vote
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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  12. Remove documents from sharepoint search of Promapp

    We have added the searchability of Promapp to our sharepoint intranet, however the results also bring up any documents listed in Promapp. As an added complication, they are links to our document management system so it does not even take the user into Promapp at all.

    We would like to see the results only include links to Processes ONLY and have a little icon to show that it is a promapp, like the pages, images and other sharepoint searches do.

    1 vote
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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  13. Override Review Date in Documents

    To adjust the date of the document for review instead of just the frequency. Uploading of the document does not match the footer within the document which removes alignment with ISO.

    2 votes
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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  14. Track in progress changes in Promapp reports

    Provide an additional field to apply to Promapp reports that track changes made to the owners/experts of processes and documents. Not tracking these changes makes it difficult to provide change of ownership proof to external organisations that approve sensitive processes before publishing.

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  15. document search tag

    When linking an existing document can we have functionality added to let us refine our search of those existing links by tags or systems they're associated with? We have many different business units (BU) using Promapp so there are hundreds of documents going into the system. It would be ideal for us to be able to search for documents and refine our search by our business unit tag when we are adding them into our processes.

    1 vote
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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  16. Show draft/unpublished processes that are using documents

    Documents cannot be deleted if they are attached to a published process (which is fair) however they also cannot be deleted if they are attached to an unpublished process, which is harder to track down.

    This also makes identifying orphaned documents much harder since there are false positives.

    Showing the unpublished processes (along with an indicator) would make this much easier.

    38 votes
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    3 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to separate image approvals from document approvals

    Ability to separate image approvals from document approvals. We had document approvals switched on, but found our approvers were getting inundated with approval requests for images, which are predominantly screenshots to attach to tasks. It would be handy if you could have document approvals turned on but image approvals turned off.

    7 votes
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    Open for voting  ·  3 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  18. Filter documents list report with search tags and groups

    Please can you add filter options to the document list report, and a way of excluding images from the list.
    Thanks

    6 votes
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    Open for voting  ·  2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  19. Reporting document reviews

    You can run a report for process reviews due but not for documents and we would find this very useful.

    14 votes
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    Open for voting  ·  5 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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.

    11 votes
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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
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