Edit or Replace a document

Documents added to your Nintex Process Manager site can be edited, or replaced with other versions at any time. Documents can be edited by any 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., or a user-nominated as a document owner for a process group.

Not everyone who adds a document to a process is automatically assigned as a document owner. If you don’t have edit rights to a document, contact a Promaster ( On the top-right of your Nintex Process Manager site, click Help > Contact Promaster).

  • Go to Documents > All Documents. The details for the available fields are described below.
Option Details
Edit document properties

Click on the right of the document and select Edit document properties. This opens the document information and allows you to edit the following fields:

  • Type: Select the type from the drop-down list.
  • Title: If you only want to update the title of an existing document you have uploaded without replacing the document with a new version, type the new title.
Note: 

  • The Last upload date and Uploaded by details for the document are updated.

  • Document title cannot be blank and can contain up to 255 characters including the file extension. You can only change the document title and the extension cannot be changed.

  • The document title will be updated in all published and unpublished processes.

  • The process Change Log displays the details of the document title changes.

  • Process stakeholders will receive notification for a document title change.
  • If the Admin > Configure > Documents > Enable optional dashboard notifications for document changes (Default: Off) setting is enabled, no notifications are sent.
  • Search Tags: Click in the field and select the value(s) from the drop-down list.
  • System Tags: Click in the field and select the value(s) from the drop-down list.
  • Process group: Click Change process group to change the process group the document is associated with, or include additional groups if required.
Update the document If you want to update an uploaded document, click Replace with a new version to upload a replacement. This overwrites the existing document, but a copy of the replaced version will be available through the document history.

View document owners

On the right is a list of the current document owners. Document owners are set at the process group level.

View/update Associated Groups Associated groups are process groups where the document has been assigned. If the document is attached to a process, it is automatically assigned to that process group. You can use the Associate with a Group button to add more associations.
View associated processes

Click + to view the list of associated processes.

View history The Document History section displays an audit history of the document, including changes to the type, group association, reviews, approvals and previous versions, with notes on any changes made.