Select the appropriate document type, and the process group you want to associate the document with. If you want to use the document on a variety of processes across your site, you may want to consider creating a Document-only group for storing it and others.

The Display Name is the title that the document will display under on Promapp. If you use document reference numbers, include that too as this field is searchable.

Document Only Process Groups

Administering My Documents

Linking Intranet Documents

Choose [Link to an external/internet file] to add a document from your Document Management System or an online source.

Be sure the URL is valid, including the top-level domain (E.g. .com, .gov, .org etc) and starts with either http, https or ftp.

Promapp has built-in validation to ensure only legitimate documents from trusted sources are added to your processes. If the document link results in a ‘URL is invalid and should be formatted correctly’ error, contact Promapp Support to have the root domain added as a verified domain for your site.

The Document Library

Add a Document to the Document Library

Upload a Document

Link a Network Document