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.

    45 votes

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    Open for voting  ·  4 comments  ·  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 Show draft/unpublished processes that are using documents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they are attached to a published process (which is fair) however they also cannot be deleted if they are attached to an unpublished process, which is harder to track down.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    Showing the unpublished processes (along with an indicator) would make this much easier.

    41 votes

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

    32 votes

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    5 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  4. Bulk delete of documents

    It would be great to bulk delete documents. Over time a number of documents have been uploaded and are no longer or were never attached to processes. We would like to be able to bulk delete any unattached processes that have not been viewed in 12 months or more. Searching through and deleting documets one by one is too tim intensive/

    28 votes

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    Open for voting  ·  4 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    23 votes

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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  6. Reporting document reviews

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

    17 votes

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    Open for voting  ·  6 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    16 votes

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    5 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    13 votes

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    Open for voting  ·  3 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  9. Images

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

    13 votes

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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  10. Ability to transfer documents due for review to new staff

    Having the ability to transfer documents that are overdue for review to new staff will be very helpful. Currently documents overdue for review cannot be transferred. The last person that uploaded the documents is reported on however we have people that have left the organisation and it is difficult as a Promaster to get new staff to review and upload new versions. Having the ability to transfer documents like with processes in the user administration tab etc would be very helpful.

    11 votes

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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    10 votes

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    Open for voting  ·  5 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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…

    9 votes

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    1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 :)

    8 votes

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

    8 votes

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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  15. Link a Document on Group Level

    There does currently not exist an option, where a document or image can be linked into the group overview tab. Only processes or groups can be shown there.

    It should be possible to have a link to a document, such as framework visualisations, policies or other "over-arching" artefacts.

    7 votes

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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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

    7 votes

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    Open for voting  ·  1 comment  ·  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. 7 votes

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    Open for voting  ·  2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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 →
  20. Add an option to remove the Document Changes tab from the My Changes tab of My Dashboard

    Some senior managers find that telling them to look at documents linked to processes is a step too far for their valuable time – they just want to focus on processes (new, changed, awaiting their approval). Some processes can have 10 or 20 documents linked, which means the Dashboard number is quickly dominated by documents, not the key focal point which is processes.
    I have received much feedback from senior managers asking for this clutter to be removed

    5 votes

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