The addition of managed documents to ProcessPro enables users to create and access important policies, bylaws, contracts and any other managed document types. These are able to be linked to appropriate processes. Managed documents can be PDFs or links from document sharing platforms.
Administrators are able to provide users with the add managed documents permission to be able to create a managed document.
Quick Steps
Select Managed Documents from the left navigation menu
Click the green Add button
Enter the managed document's details
If you can't find yourself in the owner dropdown list, you are not assigned to a role. Please contact your administrator to set this up
If you are adding tags to the managed document, you will need to press the tab or enter key on your keyboard for the tag to load and be saved to the managed document details
Select the Document tab to upload a document
Select the Upload tab to link a document
Click Save
The page will refresh to show you the draft version of your new managed document. Here you can share, edit the managed document information, delete the managed document or favourite it.
NB. Not all links will appear in the iFrame within ProcessPro because of security measures (like X-Frame-Options and Content Security Policy), cross-origin restrictions, frame-busting scripts, content embedding policies, and browser settings that prevent their display. A warning message will pop up when you attempt to create a managed document with a link that may not appear in the iFrame.
You can also replace the document that is attached to the managed document if you selected the incorrect version or the current version has been updated. Simply click on the Replace Document button and select the new document from your computer files. You can publish the change in document straight from the update document type pop up by toggling on the Publish on replace? toggle. If this toggle is off the document will not be published.
The publish workflow for a managed document is the same that is set for processes and value streams. If you have to request to publish, the managed document will request to publish too.
From here you will see the following tabs in your diagram content menu on the right-hand side:
You can link a managed document to a process by clicking on the + button and select all the processes you would like to link to
Actions
Here you will have the following actions for your document:
Publish
Toggle on the acknowledge changes on publish option
Leave feedback for users and stakeholders
See the owners, experts, author and informees for the document
See older versions of the document and restore if needed
