Document types
Nintex Process Manager has a pre-defined list of common document types that you can select from when adding documents to a process. Each has a specific purpose in your processes.
Note:
Promaster A Nintex Process Manager system administrator who administers a Nintex Promapp site and has rights to view and edit all areas of a Nintex Promapp site. privilege is required.Promasters A Nintex Process Manager system administrator who administers a Nintex Promapp site and has rights to view and edit all areas of a Nintex Promapp site. can customize the labels for the first 5 document types to suit your organisation’s documentation requirements from Admin > Configuration > Documents > Document Types.
| Document Type | Description | Customize Label |
|---|---|---|
| Form | Forms are documents to be filled in as part of the process they’re attached to. |
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| Guide | Guide documents provide detailed step-by-step instructions, often with screenshots or graphics providing tips on using a tool, application or platform. |
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| Information | Information documents are a general category for anything that doesn’t fit one of the other types. They are also used to provide examples in a process. |
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| Policy | Policy documents contain the approved business rules that pertain to the process. |
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| Training | Training documents are materials used for training or educating staff about an aspect of the process. |
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| Image |
Images display as thumbnails and expand to provide visual guides for an activity. |
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| Video |
Video clips that demonstrate activity steps or add useful information like tutorials or explanations. The following video file types are supported:
The default maximum video file size is 25 MB. |
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| Web link |
Web links to external websites that may be required for the activity or provide additional information. You must enter the full URL, including http:// or https:// at the start. Web links can be added only from the process editor and not selected from the document library. |
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