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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 about 1 year ago in Documents / Process Review & Approval 0 Open for voting

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...
Guest about 1 year ago in Documents 0 Open for voting

Document Upload - Order Process Group dropdown by Group rather than alphabetically

It's currently impossible to work out which sub-group youll associate document to because of the way the drop down is sorted. Can we see this as SERVICE > Administration for example
Guest about 2 years ago in Documents 0 Open for voting

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

Associate Documents with Process Export/Import

Want documents to attach to processes when importing.
Jonathan Butler over 1 year ago in Documents 0 Open for voting

Document Preview

Please implement a document preview option similar to the image preview window. It is very unproductive to download each document instead of looking at the universal previewer window if I want to take a quick glance at the document for approval or...
Guest almost 4 years ago in Documents 0 Open for voting

Permit Promasters to create more document types in Configure Documents

We have a need to create a number of different document types. Promapp only allows us to edit 5 of the entries, but there are actually 8 in total. Can we be permitted to add as many document/link types as we deem required?
Guest almost 4 years ago in Documents 0 Open for voting

Ability to view Map View on full screen

At the moment, when viewing a process on Map view, the top banner (which shows the process name, and includes the buttons for giving feedback, printing, favourites and sharing) take up a fair bit of room on the screen. While we can zoom in and zoo...
Guest almost 4 years ago in Documents 1 Open for voting

Role you can assign to an activity

There is currently only 5 document types in the Configure section, all the five are important. Can there be the ability to add to this list example Quick Reference Guide (QRG). Please refer to scree shot
Guest almost 3 years ago in Documents 1 Open for voting

Improved Document Approval Workflows

Could the document approval workflow be improved to include a "Change Declined" Status that is only visible to Document Owners, Document Approvers, BA and Promasters? If a document approver rejects a document, the status of the document remains as...
Guest over 4 years ago in Documents 1 Open for voting