7 - Nintex Promapp

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

    3 votes

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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  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.

    8 votes

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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. 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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    Open for voting  ·  2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. 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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    Open for voting  ·  1 comment  ·  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. 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 →
  13. 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 →
  14. 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 →
  15. 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 →
  16. 7 votes

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    Open for voting  ·  2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 →
  18. 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 →
  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.

    16 votes

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    5 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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 →
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