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Is there a report that shows which documents belong to which processes?

Is there a report that shows which documents belong to which processes? The purpose of this would be to identify the improvement opportunity due to the number of documents belonging to multiple processes. Currently there is only a document list re...
Guest over 5 years ago in Documents 1 Open for voting

Enable deep links into documents.

Where a document has individual sections that relate to different processes it would be very useful to be able to link directly to the relevant material. This would enable a single source of truth to be maintained in one place but give ease of acc...
Guest about 1 year ago in Documents 0 Open for voting

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, polic...
Guest over 4 years ago in Documents 1 Open for voting

Document review periods determined by document type

We are starting to use the document review configuration to alert in the dashboard. Admin > Configure > Dashboard > Default document review frequency We have different review periods for documents based on the type eg Policy documents are...
Guest over 2 years ago in Documents 1 Open for voting

We need a one-click link to shared folders

Linking to documents stored in SharePoint works brilliantly. However, we have many documents that are still stored in Shared folders within File Explorer. At the moment, the link provides the address to copy and paste into a web browser. This then...
Guest over 2 years ago in Documents 0 Open for voting

Use AI to analyse the details within the documented process and auto-popuate or at least suggest relevant tags to add

No description provided
Guest almost 2 years ago in Documents 0 Open for voting

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.
Guest about 4 years ago in Documents 1 Open for voting

Allow to have documents directly link to a specific process instead of to a process group

It'd be great to have documents directly link to processes so then the documents can be stored within processes without needing to link them to an activity/task.
Guest almost 4 years ago in Documents 2 Open for voting

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...
Guest over 4 years ago in Documents 1 Open for voting

Browse function available in Chrome

In Chrome when ‘link document’ is selected and ‘link to a network file’, the ‘browse’ button/function isn’t available. This causes issues because the user then has to go to the file on the server where the document to link is stored, copy the wind...
Guest about 6 years ago in Documents 1 Open for voting