Documents

Introduction to Documents in Promapp

1.0 Document Introduction
Good processes are supported by great documentation. Promapp recognises that reality and allows you to add documents in a variety of formats to the processe...
Thu, 22 Mar, 2018 at 7:37 AM
1.1 Attaching a Document to a Process
Select the paperclip icon and choose the type of document you wish to attach. This opens a dialogue to either attach a document already in your Promapp site...
Thu, 22 Mar, 2018 at 7:49 AM
2.0 The Document Library
Your documents are managed through the My Documents dashboard, also called the Document Library. Promapp associates documents with process groups, not just ...
Thu, 5 Apr, 2018 at 10:13 AM
2.1 Add a Document to the Document Library
To add a new document through the My Documents dashboard, select the [Add a New Document] button in the top right. There are 2 key ways of adding a docu...
Thu, 5 Apr, 2018 at 10:13 AM
2.1.1 Upload a Document
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 process...
Thu, 22 Mar, 2018 at 7:59 AM
2.1.2 Link a Network Document
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 process...
Thu, 22 Mar, 2018 at 8:13 AM
2.1.3 Link an Intranet Document
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 process...
Thu, 5 Apr, 2018 at 10:13 AM
2.2 Edit or Replace a Document in the My Documents
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 us...
Thu, 22 Mar, 2018 at 8:19 AM
3.0 Document Owners
Documents in Promapp can be added by anyone with permission to create a process, but once added, they can only be edited by the appropriate document owners....
Thu, 22 Mar, 2018 at 8:29 AM
4.0 Document Reviews
Document reviews ensure you have the latest and most relevant documentation attached to your processes. You can enable document reviews in the configuratio...
Thu, 5 Apr, 2018 at 10:13 AM