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Bring back the ability to edit documents from Search

In the most recent Proces Manager Update 4.11.19, the team have r emoved the ability to edit documents directly within search results. This has massively reduced the ease of use of the platform, as Document editors and document owners now need to ...
Guest 10 months ago in Documents 8 Under Review

Ability to Delete/Archive documents linked to an Archived Process

Users expect that when they Archive a process it also archives the attached screen shots and documents. This does not happen and then the documents are stuck in the document library and cannot be archived or deleted as they are still linked to the...
Guest 9 months ago in Documents 1 Under Review

Cannot filter Document report by Process Group

Currently you can get a report of All Documents in the system but there is no easy way to filter these to high level Process group. You can export to Excel but then the Group column does not list by high level Process group. You have to select eac...
Guest 19 days ago in Documents 0

Documents Tagging

Is there a way to tag a single document separately for individual processes even if it is added to multiple processes, so that changes made in one process do not affect the others?
Guest 21 days ago in Documents 0

Alphabet Search

Ability to search documents again by alphabet as per the old version, where you could choose from a letter of the alphabet displayed at the top of the document list.
Guest about 2 months ago in Documents 0

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 ...
Guest over 4 years ago in Documents 4 Planned

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...
Guest about 5 years ago in Documents 7 Open for voting

Archived documents are not moved out of the original folder and this prevents "blank" folder from being deleted

Users expect that when they archive a document that it moves it out of the original folder into an archived folder (like the Processes) This does not happen and the archived documents are left in the original folder which then cannot be deleted al...
Guest 9 months ago in Documents 2 Under Review

Gap in functionality - Unable to access Document Reference field when adding a document

There is a gap in the current functionality, where if you have enabled "Document Reference" on your instance of Process Manager (which allows you to assign a unique Document reference number or identifier for better document control and governance...
Guest about 1 month ago in Documents 0 Started

Associated documents transfer with processes

When transferring one process to another process group, the associated documents can automatically transfer to the process group simultaneously. After transferring the process, the individual associated document has to be moved one by one which is...
Guest over 1 year ago in Documents 0 Open for voting