If an Author or Reviewer is reassigned on a section or question, Infor would like to have a notification sent tot he Project Owner that there has been a reassingment.
State Street requests the ability to preserve and execute native Excel formulas upon file upload in projects. This enhancement would minimize manual rework, improve data accuracy, and increase the platform’s value for enterprise-grade use cases.
Client Fortrea often has source documents where they have a Section that does not have any content but acts as a placeholder for the sub-sections. Their end users find it confusing when they see the "section description" field and can accidentally complete work there. The project management team would like to be able to…
This is a workflow improvement their team would like to see in the platform.
Ability to assign more than one project team to the same step in the workflow (ex: Team A/Team B (step 1) -> Team C (step 2) Recording LInk: https://hello.chorus.ai/listen?guid=2d7511ec033e4cfa82a34e7bfc13de36
I’m raising this enhancement request on behalf of our strategic customer Accenture. Request: Implement an option to disable the Auto Configuration of the Project Import File. Current Limitation: Currently there are no option to restrict or pause auto-configuration while / after uploading documents on a case-by-case basis…
Context: View project information fields on the same screen as importing a project We have a field titled "Questions for HR Review" that tells the project comnfigurer which questions they need to pull in; it would be great if we could view these fields + possibly others from the Intake field at the same time as we are…
Context: Ability to send queued messages/reviews from the answering page (instead of having to go to another page before sending)
https://us.v-cdn.net/6037550/uploads/H2UJAQLW1Q31/due-date-notification.docx Purpose: In the Sections view, when users select sections and open Manage Due Dates, there is a Notification toggle that allows sending updates to Authors, Reviewers, and Guests. Currently, this toggle must be manually enabled each time to send…
Context: Projects in the closed stage visible on a separate page from the current projects (not included when viewing current projects)