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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 ...
Jonathan Butler 12 months ago in Documents 0 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 almost 4 years ago in Documents 1 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

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 over 3 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 over 3 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

Bulk Transfer of Documents to another staff member

There is a Transfer process option on the user but no Transfer Document option. This makes it very time consuming if a staff person changes Job role as it has to be done one by one via the document library looking up by individual name.
Guest over 1 year ago in Documents 0 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 over 2 years ago in Documents 1 Open for voting

Allowing Process Owner and Process Experts the ability to upload documents as well as archiving those documents in the library.

Allowing Process Owner and Process Experts the ability to upload documents as well as archiving those documents in the library. They can upload a doc to their process although if removing it, the document is orphaned and a Promaster must archive t...
Guest almost 3 years ago in Documents 2 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