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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 9 months ago in Documents 3 Open for voting

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 almost 3 years ago in Documents 0 Under Review

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 i...
Guest almost 6 years ago in Documents 5 Not Planned

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 8 months ago in Documents 0 Planned

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 proce...
Guest about 5 years ago in Documents 1 Open for voting

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 about 2 years ago in Documents 1 Open for voting

Ability to Archive a document via the "My Reviews" page

On the My Reviews, page there is no option to delete a document. This means if a user is reviewing a document and found it to be obsolete, and needs to archive it they need to:1. Navigate to another screen to search for the document, 2. Navigate t...
Guest about 2 years ago in Documents 0 Open for voting

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 t...
Guest over 4 years ago in Documents 3 Open for voting

Reporting document reviews

You can run a report for process reviews due but not for documents and we would find this very useful.
Guest almost 6 years ago in Documents / Reporting 9 Under Review

Archiving and Linked Documents

Documents that were linked to an archived process lose their associations and float freely in the system. We need to know when these linked documents would be affected by archiving, and it would be even more helpful to be able to archive them simu...
Guest about 3 years ago in Documents 1 Open for voting