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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 3 months ago in Documents 8 Under Review

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 28 days ago in Documents 2 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 28 days ago in Documents 0 Under Review

Manage web links the same as other documents

it appears that “Web Links” appear in Admin>Reports>Documents, but you can not see them under the “Documents” tab on the top horizontal menu bar. At the moment, it appears that the only way that we will be able to tidy up the Report, is to m...
Guest about 2 years ago in Documents 0 Under Review

Reporting document reviews

You can run a report for process reviews due but not for documents and we would find this very useful.
Guest about 5 years ago in Documents / Reporting 9 Under Review

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...
Guest over 5 years ago in Documents 0 Under Review