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Documents can be added as generic items so users don't have to select a type first (and possibly choose the wrong type)
Currently when adding a document the user must first select a type. If they don't know the type then they may have to search several times before finding the document they need. A shortcut to add a document to a process would also be beneficial e....
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Allow configuration to restrict document upload by all staff
Please add a config item similar to " Restrict process creation to only PMs, BAs and PCs (Default: Off) " - ie make it " Restrict document creation to only PMs, BAs and PCs (Default: Off) " Why would we want all general staff able to upload any do...
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Document Approval Regime does not inherit from Parent group
Currently when you turn on Document Approval in the system ALL sub folders in the system are defaulting to "All Required to Approve" which means all approvers must approve each document or screen shot. The sub folders are not picking up the defaul...
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Allow uploading of multiple attachments
Hi, I’m hoping you can please help. I have been trying to get help via the agent; however they always seem to be offline. I would like to be able to upload more than one document/pdf at a time (i.e. when raising a report, I can have 20+ attachment...
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Add Training Description to Document Updates
When adding or updating a document within Process Manager, it would be helpful to capture any necessary training / review requirements that are needed for the document. This would help document owners provide training / review details to document ...
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Remove original document links when transferred to new processes and process groups
Documents currently stay linked to an original process if they are transferred to a new process. Removing the original process link allows for less administrative steps when the original process is then archived or deleted.
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Document change description to appear on the page
After adding a document change comment, it appears on the dashboard but not on the change log of relevant pages.I was asked what in the document was "modified" in the example attached but the document had not been modified, just the link to it was...
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