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Sequential Reviewer Due Date Visibility
Product Enhancement Request: In sequential review workflows, the record currently displays only the final reviewer’s due date as the record’s due date. This means that intermediate reviewers in the sequence cannot easily see when their own review is due. Example: If Reviewer #2 has a due date of 9/20, but the final…
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Sequential Review - Ability to filter to currently due tasks
Product Enhancement Request: State Street relies heavily on sequential reviews in the Library. Currently, when a user in a review sequence accesses the Review Queue (via an email link or from the My Work page), the queue displays all content assigned to them, including items that are not yet ready for their action. This…
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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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Request Projects IVs/Responders need to be able to duplicate invites on their own
IV's and Responders should have the ability to duplicate projects for multiple submission without needing to go back to the issuer to have them create an additional invitation. This is a parity item from 360 that we brought up upon the original creation of multiple invitations.
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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…