7 - Nintex Promapp

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  1. 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/

    31 votes

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  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.

    25 votes

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  3. 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

    11 votes

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  4. 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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  5. 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.

    10 votes

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  6. 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 :)

    9 votes

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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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!

    6 votes

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  12. 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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  13. Allow uploading of multiple attachments

    Hi,

    I’m hoping you can please help. I have been trying to get help via the agent; however they always seem to be offline.

    I would like to be able to upload more than one document/pdf at a time (i.e. when raising a report, I can have 20+ attachments to add to one report).
    Without the option to select multiple attachments, it is extremely time consuming have to do it 20 times individually.

    Is it possible to please add the ability to upload multiple attachments?

    I have emailed this through to promapp support, but was then asked to post this…

    4 votes

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  14. 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.

    4 votes

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  15. Improve Documents report

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

    4 votes

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  16. Allow to have documents directly link to a specific process instead of to a process group

    It'd be great to have documents directly link to processes so then the documents can be stored within processes without needing to link them to an activity/task.

    3 votes

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  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.

    3 votes

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  18. 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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  19. 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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  20. 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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