Reviewing Documents Loaded to Promapp

[Jill]

In our organisation we have a separate document management system and only want users to link documents not upload them. Would be good if there was a report to view unlinked documents - there is one to view linked documents. Or the ability to export all documents, uploaded by and associated processes in the library to csv. This would allow us to easily locate users who have uploaded documents to discuss the way they are adding documents to their processes and keep out document management system as our one source of the truth.

[Damian]

That report would be useful.

You can change the confirguration within Promapp to prevent people from uploading and only allow linking.

[fpalenski]

If you run the Document List report then export to a CSV, you'll get the URL for each document.  Insert a Table in the CSV so you can sort and filter (effectively turns the CSV into a spreadsheet).  Then sort the URL column...  documents that were uploaded will all begin with the URL string "https://au.promapp.com/Documents/View/Open?displayType=document&upload...", whereas those linked to your document management system will begin with your custom URL.

Hope that helps!  :)