7 - Nintex Promapp

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  1. 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.

    4 votes
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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  2. Show draft/unpublished processes that are using documents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they are attached to a published process (which is fair) however they also cannot be deleted if they are attached to an unpublished process, which is harder to track down.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    Showing the unpublished processes (along with an indicator) would make this much easier.

    33 votes
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    2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. 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.

    2 votes
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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 is still attached to the process, that way it would reduce image clutter in the library (that really should be for documents) and reduce the amount of reviews required on individual document library items

    26 votes
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    5 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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

    4 votes
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    Open for voting  ·  2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 :)

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  8. Reporting document reviews

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

    13 votes
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    Open for voting  ·  2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to title documents in document library

    Currently documents in the library inherit their title from the name of the file. You cannot give a title to a document. Add the functionality to title a document, separately from it just inheriting the name of the file. Also currently the only way to change the title of a document is to rename the file and actually upload a new file - hence changing the revision of the document. All very messy.

    25 votes
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    1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    8 votes
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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  11. word search bar within the process and replacement of word at once within the process


    1. provide a 'Word search bar' within the process please


    2. Perhaps you can provide the function replacing repetitive word to be replaced at once in the edit page.


    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  12. Embed document view in Promapp

    Display documents in embedded window within Promapp instead of opening as separate documents.

    This would allow users to stay in the process and scroll up and down in the document within the activity/task, without losing their place.

    4 votes
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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  13. assign stakeholders to documents

    be able to assign stakeholders or additional people/roles that need notification of particular documents. Instead of having them as document owners or if document not assigned to a process. then when uploading have the ability to add in additional stake holder or have it down at the group/folder set up level to assign stakeholders that are not doc owners or approvers

    3 votes
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    Open for voting  ·  2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  14. Edit the "Import Rules"

    Edit the "Import Rules" listed to note that Process Links, Documents, Decision Links and Conditional links do not come through with the Procedure text import and a place holder is inserted instead.

    1 vote
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    2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    An extra note has been added to the import rules letting users know that Process Links, Documents, Decision Links and Conditional links do not come through with the Procedure text import and a place holder is inserted instead.

    Thanks!

  15. Filter option for hiding Image files within Document Registry

    We have a problem with our Document registry that is highly cluttered with image files. Of our approx 3100 documents, 2800 of them are images that have poor filename conventions. This is having a significant impact upon the usability and perceived value of the Document registry.

    I would like an ON/OFF filter to be added to the document configuration that allows you to exclude image files from general viewing. The files could still be retained in the registry, they would just be hidden from general viewing. This would allow other key process documents such as forms, guidance documents, templates, checklists…

    5 votes
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    Open for voting  ·  4 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add an option to disable 'Link to a network file' feature.

    Hello,
    I'd like to request to add a feature in configuration settings to be able to turn off 'Link to a network file' option.

    Business case: the reason for this ask is that documents in shared drive locations do not open in the browser, and the general rule states that we should add links only to website locations (i.e. SharePoint).

    I've been notified that currently there's no regex that will block that option. Additionally, I removed the regex in settings so this field was empty and I was still able to attach documents from internal location (shared drive). I haven't…

    3 votes
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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  17. Mark a document as a favourite in the process map view

    A quick way to mark documents as a favourite would be if you could mark them in the Document tab in the map view.

    1 vote
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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  18. Images

    The ability to copy and paste/click and drag images into tasks or procedures

    10 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  19. View documents without having to download and save

    Each time a document or file is viewed it has to be downloaded to the computer and is stored on the hard drive, usually in a default directory. It would be useful if downloading was an option or at the very least an option to delete the document after it was downloaded and viewed. e.g. if one wants to view a PDF on the web this can be done without having to download the file.

    8 votes
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    3 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  20. Browse function available in Chrome

    In Chrome when ‘link document’ is selected and ‘link to a network file’, the ‘browse’ button/function isn’t available. This causes issues because the user then has to go to the file on the server where the document to link is stored, copy the windows location, then (if they’re extremely IT savvy) copy the full name of the file including file type to the ‘network location:’ field.
    In internet explorer (not the preferred browser), the browse button is available. This means I’ve had to encourage users to keep using internet explorer. It seems a bit backward to me. Can you let…

    7 votes
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    1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
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