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Sequential Review functionality for files in Document Library
State Street is requesting sequential review functionality for the Document Library. They would like to have the same option for sequential review as we have in for QA pairs.
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Sequential Review - Users with "Edit All" permission ability to override sequential review sequence
Expected Functionality: Editing capability to a record in review is limited only to the user who is the active reviewer in a sequence. No other users can make metadata/content updates to the record during someone else’s step in a sequential review. Requested Functionality: State Street is requesting an enhancement that…
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Notification for Admins on Answer Library individual Record Updates
The client has requested a feature that allows users (particularly Admins) to receive automatic notifications when a specific record in the Answer Library is updated. Currently, Responsive does not support automated alerts tied to individual content changes or user roles. While bulk notifications to content owners are…
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Manage user/role level access for creating tags in the Content Library
Reference ticket: 58685 Client: Optum There is a Role Permission for allowing specific users the permission to create Project Tags but there is no way to allow a subset of user the ability to manage Content tags. see screenshots below. Under Content Library - No option to restrict Creating tags at Role/user level unlike…
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Ability to filter by content that contains Footnotes/Annotations
Client Golub Capital leverages footnotes and annotations in many of their responses. They would like to be able to filter to content that contains a footnote or annotation. This would save time when updating and managing content
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PROD-I-53 Ability to filter the content library based on content merge tags.
Hi Team, Can we have a facet added to the content library which would allow us to filter the contents based on the content merge tags used in the answers. We can now filter by using the merge tag name within double quotes (eg: "[clientName]" ) which actually works, but client feels it would be much easier if the merge tags…
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Exporting Merge Tag Values from Content Library- 72483
When exporting Q&A pairs from the Content Library, merge tags are currently exported as plain tags rather than being replaced with their actual values. This leads to confusion, as users expect the export to display the resolved merge tag values. Expected Behavior / Enhancement Request: Enable merge tags to resolve to their…
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Add "Sequential Review" process in CL
Hello, Client requested to add the "Sequential" review process to the Content Library similar to how it is in the Content Library. They have users who review content in the Library and would like them to review in sequential order vs using All or Any.
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Ability to change tag sort order - 72398
Current Behavior: When a custom field filter (e.g., Investment Strategy) is applied in the Q&A Library, the system automatically sorts tags by count in descending order. At this point, the sort order cannot be changed. Options such as switching to alphabetical (A–Z / Z–A) or ascending by count are unavailable. Customer…
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Support for @mention functionality in "Edit in Word"
Currently, when users attempt to use the “@mention ” functionality within the Edit in Word feature inside CCL Documents, the system allows them to type the “@” symbol and a name but does not dynamically populate user names as it does in the standalone Word application. This limits the ability to tag/notify other team…