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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 about 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 over 5 years ago in Documents 1 Open for voting

Stop trigger approval workflow when attahment upload/revise in process in edit view

Based on the Promapp setting, uploading attachments (mainly for working instruction) in a process in edit view will trigger approval process. Different from uploading documents directly in Document negivation bar to go through approval process, a...
Guest over 2 years ago in Documents 2 Open for voting

Can the Document Approvers default to be the same as the Document Owners

Currently the Document Owners default to the Process Group Champions but the Document Approvers default as blank. This means you have to go in a set them manually for each process group. This should default to the Process group champions as well.
Guest over 1 year ago in Documents 0 Open for voting

Improve Documents report

Create a report where we can know how many times and date when documents are clicked on or downloaded
Guest over 4 years ago in Documents 1 Open for voting

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

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.
Guest over 3 years ago in Documents 2 Open for voting

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

Merge duplicate documents in the document library

When there are duplicate documents in the library, I want to merge them so that there is only the latest version or one source of the truth. Documents can be uploaded more than once if the person does not search for it first and/or uses a slightly...
Guest about 4 years ago in Documents 1 Open for voting

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....
Jonathan Butler about 1 year ago in Documents 0 Open for voting