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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 about 2 months 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 about 2 months ago in Documents 0 Under Review

Give everyone VIEWING rights to see a document's properties e.g. Document Type, Associated Processes and Groups and History

When creating a process and want to link a document, you need to first select the document type. Sometimes you don't know the document type as it might not have been uploaded by you, so you're stuck; having to go through all the possible types to ...
Guest about 2 months ago in Documents 0 Planned

Attachment drop down option for EDM files

Currently, when staff need to link an EDM file/container to a Promapp, we have a workaround. Can we please look to add a dropdown that says EDMS file? This will make it simple for staff to attach files/containers.
Guest 3 months ago in Documents 0 Open for voting

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 about 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 over 4 years ago in Documents 7 Open for voting

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 about 1 year ago in Documents 0 Open for voting

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 docume...
Guest over 5 years ago in Documents 5 Not Planned

Ability to view documents in-software rather than downloading

It would be beneficial to process participants if they could view documents that have been uploaded to Process Manager within the software in a 'view-mode' (e.g. opening in a new tab or a pop-up window). If a document is hosted on Process Manager,...
Guest over 1 year ago in Documents 1 Open for voting