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Restricting Document Download
Hello, I'm curious if anyone has encountered a scenario where you want Responsive AI to use a document containing sensitive information to answer customer queries, but you don't want the document itself to be shared as an attachment. I haven't been able to figure out how to manage this with current functionalities. Does…
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Is there a way to export Project questions, have answered and then import the responses?
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How have other companies implemented an intake process?
Our goal for 2023 is to spend less time on potentially bad deals, but using Intake will cause a process change. What intake fields are other companies using and what has been the best method of gathering buy-in from other departments to start leveraging it?
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Shredding/Tagging/Collaborating on a Contract in the tool
We have contracts that are part of RFx's and we have not found a good way to shred/tag/collaborate on a single source document within the tool. Right now, we are using SharePoint to collaborate with highlighting a section and tagging the responsible SME/team to review, redline, or confirm. Does Responsive have a way to do…
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Assigning different due dates in the same section
Is there an option to assign Authors different due dates when in the same section? Our process when it comes to answering security questionnaires is our team takes a first pass and we assign questions we can't answer to SMEs. I tested this out and when you assign to another SME, it defaults to the original due date…
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Exporting to Source File
Any one else having trouble exporting to source file? My last project created a separate source file and response file upon export. I need the doc to be in it's original format for the client. (Exporting to the source will extract your responses from Responsive and plug them back into the original document. This is best…
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Intake Reporting
How are you capturing metrics for projects not included in the tool. There are situations where projects don’t get created past the intake due to a few reasons such as unsupported language requirements, non-importable format, etc. Are there any good ways to track this? A field on intake? Would love more information on how…
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How can I bulk update questions after adding Q&A to Library after project completion?
Call me crazy, but I prefer to have my Q&A "scrubbed" before adding to the Library. I like to have the question concise, remove any reference to the customer name, remove numbering and generalize the answer as much as possible so it can be used repeatedly. When a project is completed within Responsive, I cannot easily make…
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Is there a tool in Responsive to automatically remind reviewers of upcoming reviews due soon?
We have a few reviewers who haven't completed their content reviews yet, and their review due dates are coming up in a few days. Is there a way (in Responsive) to manually send out a "your review is due in X days" reminder, to bring it back on their radar if they've forgotten? And if they don't complete the review on time,…
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Incorrect input
Hi all, I must review several questions and their answers in a project to ensure they are up to date. When I edit the responses and then click on save, I get the error "Incorrect input", and RFPIO doesn't save my changes. I'd appreciate someone's help. The error message doesn't say much to me. Regards, Celia
