7 - Nintex Promapp

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  1. 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 →
  2. Enable document attachment to trigger/inputs

    Currently, only processes can be referenced to a process via the Input field. It would be helpful if documents that are associated with a process - but not with a specific activity - such as a RACI, a Glossary, a Policy etc. could be linked in the Input field.

    5 votes

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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 to remove each individual document from the original group so any obsolete groups can be deleted is time consuming!

    5 votes

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    Open for voting  ·  2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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  ·  5 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allow Promasters to add to the allowed file type list.

    Currently this is blocked with no apparent reason why.

    You must contact support to allow uploading other file types. This could be a Promaster configuration setting.

    5 votes

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

    Hi,

    I have changed this suggestion to ‘Open for voting’ as currently you can upload other document types, but you must first contact support to add the file type to the allowed list.

    I’ll edit this suggestion to enable this setting to be accessible by Promasters, so there’ll be no need to contact support.

    Thanks

    Kerry

  6. Enable true document editing/control in document library

    Enable true document control with a check in/out process for editing of revision of documents within document library. Similar to the process for editing processes, a user with edit rights for a document could have a draft revision in process and submit for approval within Promapp. The draft would be "checked out" and visible only to the editor/owner/Promaster (just like the process with processes under draft revision in the PAW module) until approved and published. Much more like a SharePoint process for document control. This would enable Promapp as a standalone document control/editing/approval solution.

    5 votes

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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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

    4 votes

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    Open for voting  ·  2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  8. 4 votes

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    Open for voting  ·  2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  9. Merge duplicate documents in the document library

    When there are duplicate documents in the library, I want to merge them so that there is only the latest version or one source of the truth.
    Documents can be uploaded more than once if the person does not search for it first and/or uses a slightly different name (do not follow naming conventions) i.e. they include a prefix or use a space in it somewhere or add a date or typo.

    3 votes

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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  10. Improve Documents report

    Create a report where we can know how many times and date when documents are clicked on or downloaded

    3 votes

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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  11. Document change description to appear on the page

    After adding a document change comment, it appears on the dashboard but not on the change log of relevant pages.
    I was asked what in the document was "modified" in the example attached but the document had not been modified, just the link to it was updated.

    3 votes

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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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!

    3 votes

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    Open for voting  ·  2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

    3 votes

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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 →
  16. 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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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  17. Import/Upload Media More Seamlessly

    It would be great is we could drag and drop media into procedures while in 'edit' mode. Currently have to navigate to the attachment form and select files individually.

    2 votes

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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 →
  19. 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 →
  20. 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 →
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