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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 almost 6 years ago in Documents 0 Under Review

Embed document view in Promapp

Display documents in embedded window within Promapp instead of opening as separate documents. This would allow users to stay in the process and scroll up and down in the document within the activity/task, without losing their place.
Guest over 5 years ago in Documents 5 Not Planned

Documents: force a search of existing Promapp documents before adding a document

Documents: force a search of existing Promapp documents before adding a document There is currently no way (other than rigorous training) to ensure editors check for the existence of a document in Promapp before adding a new document into a proce...
Guest over 5 years ago in Documents 3 Not Planned

LOSE OF CONTROL

LOSE OF CONTROL. Allow to view files under Documents, instead of downloading straightaway after clicking it. We now have a new platform that allows us to create document, go for review and approval for publishing and users cannot download it. Form...
Guest 5 months ago in Documents 0 Open for voting

Is there a way of adding more document types:

Is there a way of adding more document types:
Guest over 5 years ago in Documents 3 Not Planned

Paper/display orientation

When printing a process map, it would be good to have the ability to choose the orientation - Portrait or Landscape. Currently this is set to Portrait. Most of our documents are landscape and every time I print or want to save a pdf copy I have to...
Guest almost 5 years ago in Documents 1 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 over 1 year ago in Documents 0 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 about 2 years ago in Documents 1 Open for voting

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 about 5 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 about 2 years ago in Documents 0 Open for voting