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Adding documents to an 'only documents' group

  • February 20, 2025
  • 2 replies
  • 30 views

cferrer
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Hello everyone,

I’ve created a ‘Documents only Group’ and until just yesterday, Process Manager allowed me to ‘link’ documents from my DMS to this group. This is, the ‘documents only group’ (DOG) I’m referring to was part of the list of groups displayed and to choose from when clicking on ‘add/link document’.

However, after the recent “modernisation of the documents area’ (and I’m not saying this is the reason - it might be a coincidence), I can’t see the ‘DOG’ anymore when trying to execute the operation above described. It seems like DOGs are not shown due to their condition? i.e. groups created to store documents only.

If that is the case, the question is: How do I add documents to this group from now on?

I tried by “associating documents to an additional document group in bulk”, which is a feature offered by PM. This works but the document needs to be in PM in the first place i.e. I have to link it from our DMS to another existing group and then ‘associate it’ to the DOG via this option (2 steps). That doesn’t seem to be neither practical nor reasonable.

Can you please shed some light? (of course, if you have been there already :)

Thanks,

Carlos

Best answer by lhgraven

Hey ​@cferrer I would love to assist you with this and do some investigations into why the group can no longer be seen. I will pop you a message to get the details. Thank you. 

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  • Nintex Employee
  • February 20, 2025

Hey ​@cferrer I would love to assist you with this and do some investigations into why the group can no longer be seen. I will pop you a message to get the details. Thank you. 

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cferrer
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  • Rookie
  • February 20, 2025

Thanks ​@lhgraven!

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