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WillDowden
Nintex Newbie

Is there a need for a document numbering scheme (reference number)

Is there a need to add reference numbers for our documents in Promapp? Or should we use a standardised approach in document titles?

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Kaleb
Nintex Newbie

Re: Is there a need for a document numbering scheme (reference number)

We recommend using a nomenclature system. It makes it easy to keep associated processes and documents together, and easy to find in the search function without having to think of what someone else may have named a document or process. We run an Excel spreadsheet to maintain a master nomenclature list.

If you link from a DMS, though, you can simply keep your reference numbers in there.

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Deanec
Nintex Newbie

Re: Is there a need for a document numbering scheme (reference number)

Do not use version numbers or date/time in the document name. Using a standard document title keeps links from processes etc live. As soon as you put V1, V2 etc in the title the links break. We maintain manual versioning in the doc footer and can track this through Promapp approval date.
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