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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 over 3 years ago in Documents 1 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 12 months ago in Documents 0 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 about 3 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 almost 4 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

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

Filter documents list report with search tags and groups

Please can you add filter options to the document list report, and a way of excluding images from the list. Thanks
Guest almost 5 years ago in Documents 2 Not Planned

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 8 months 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 almost 4 years ago in Documents 1 Open for voting

Make Document Approvals Easier / Inline with Process Approvals

Document approval has some usability issues that prevent it from being more widely used, and create admin overhead for Promasters.
Jonathan Butler 8 months ago in Documents / Process Review & Approval 0 Open for voting