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Why do sub questions change from an original letter format to number format after import?
I have marked a number of RFP sub questions — which either begin with letters (a, b, c, etc.) or bullets before the actual sub question's content — in a Word document as LEVEL 1- SUB QUESTION. However, after I import the Word document, both the 'letter' and the 'bullet' sub questions are displayed with numerical formatting…
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How to use RFPIO to answer security questions that are in a client's portal
RFPIO is a great tool to use when our client's send us a security questionnaire in an excel or word format because we can their questionnaire doc into RFPIO and let their AI solution do its auto magic answering work. BUT, more and more often our clients are asking (full on requiring) us to answer their security questions…
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All sections highlighted suddenly during the mapping exercise
Hi everyone, Has anyone encountered this issue where you're in the midst of mapping the sections for a Project you just uploaded, and suddenly, all the sections are all highlighted for no reason and I can't seem to unhighlight them by clicking anywhere. Normally, I would exit the project and then get back in again, and it…
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How do people use Annotations?
Hi - I'm trying to transition a team from using MS Word and the comment function (ability to highlight specific words, sentences or paragraphs) is a key benefit of MS Word. The comment functionality in RFPIO is only against an entire response, so I was looking at the Annotations feature. Do people use this and what would…
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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…
