7 - Nintex Promapp

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  1. Add Documents tab on Group Overview

    It'd be great to have the Documents sub tab on the Group Overview tab. It would list all the documents attached in each of the processes added listed the overview mega process. Then you wouldn't have to drill down into each process to find a particular document.

    3 votes

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  2. Remove original document links when transferred to new processes and process groups

    Documents currently stay linked to an original process if they are transferred to a new process. Removing the original process link allows for less administrative steps when the original process is then archived or deleted.

    2 votes

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  3. Formatting of the headings for Summary and Procedures has been removed since the last update. Request to have it replaced

    Since the last update the background color for the Summary and Procedures has been removed and now shows as white. This makes it harder to quickly read the procedure in PDF format. It would be good to have the ability to choose a theme for background headings or to just have the option back the way it was.

    2 votes

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  4. 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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  5. 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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  6. 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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  7. Add bookmarks to the printed pdf documents

    I would like to have the option to include bookmarks in printed pdf documents. There is already an option to 'Include Sub-processes' in the print menu. If you select this option, bookmarks should be included as standard. This will allow the end-user to quickly navigate to a specific process within the pdf file instead of having to scroll and locate the process within the pdf document, which is time-wasting. See an example of a pdf file printed. If the end-user must navigate to process 'Conduct Field Arrival Trials, a bookmark to this location would simplify the action.

    1 vote

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  8. Role you can assign to an activity

    There is currently only 5 document types in the Configure section, all the five are important. Can there be the ability to add to this list example Quick Reference Guide (QRG). Please refer to scree shot

    1 vote

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  9. Allowing Process Owner and Process Experts the ability to upload documents as well as archiving those documents in the library.

    Allowing Process Owner and Process Experts the ability to upload documents as well as archiving those documents in the library. They can upload a doc to their process although if removing it, the document is orphaned and a Promaster must archive their previously uploaded document. To keep the library clean and maintained, they should have the opportunity to remove those documents they previously uploaded.

    1 vote

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  10. Allowing upload of images and videos but not other documents like Word, PDF or Excel

    Our company has its Document management system and we do not want users to save it somewhere else. However for Process and Procedures, it is useful if videos or images can be uploaded against the Activity or Task. Currently, Promapp only allows upload of all document types but not by type (e.g. allow only image and video types but restrict any other type of document like excel, word, powerpoint or pdf)

    1 vote

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  11. Improved Document Approval Workflows

    Could the document approval workflow be improved to include a "Change Declined" Status that is only visible to Document Owners, Document Approvers, BA and Promasters?

    If a document approver rejects a document, the status of the document remains as "Awaiting Approval". There is currently no way to return the document to it's previous state without replacing it with the existing version.
    This means the options we have are either double handling (replace the document with the existing document) or leave the document in the status of "Awaiting Approval" until it's next update (even though the document change has been rejected).

    1 vote

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  12. 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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  13. 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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  14. 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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  15. 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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