Documents added to your Promapp site can be edited, archived or replaced with more relevant versions at any time. This can be done by any Promaster, or a user nominated as a document owner for a process group.

Not everyone who adds a document to a process is automatically assigned as a document owner. If you don’t have edit rights to a document, contact one of your Promasters.

Document Owners

To edit a document, click the pencil icon on the right. This opens the document information and allows you to edit the various fields, including the document type, tags, and review period. You can change the process group the document is associated with, or include additional groups if required.

If a document has been uploaded and is now out of date, you can click the [Replace with a new version] button to upload a replacement. This overwrites the existing document, but a copy of the replaced version will be available through the document history.

On the right is a list of the current document owners. These are set at the process group level.

Document Types

Document Reviews

Process Groups

Document Owners

You can expand the Associated Groups and Processes section and Document History with the [+] buttons in the right hand corners.

Associated groups are process groups where the document has been assigned. If the document is attached to a process, it is automatically assigned to that process group. You can use the [Associate with a Group] button to add more associations.

The Document History section shows an audit history of the document, including changes to the type, group association, reviews, approvals and previous versions, with notes on any changes made.

Document Reviews

Document Approvals