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/

    25 votes

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    Open for voting  ·  4 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. 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 →
  4. 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 →
  5. 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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  6. 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…

    1 vote

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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    4 votes

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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 →
  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. Ability to view Map View on full screen

    At the moment, when viewing a process on Map view, the top banner (which shows the process name, and includes the buttons for giving feedback, printing, favourites and sharing) take up a fair bit of room on the screen.

    While we can zoom in and zoom out, we can't use our screen real estate to its full potential as that banner cannot be minimised (unlike the tab on the bottom for Summary, Feedback, ChangeLog, Documents etc, and the Left hand navigational panel)

    When viewing a process via map view, could we have a button to expand it to "full screen"…

    1 vote

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    Open for voting  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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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  12. 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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  13. 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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  14. 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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  15. 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 →
  16. 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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  17. 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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  18. 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

    3 votes

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  19. 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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  20. 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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