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PIMCO - Ability to send queued messages/reviews from the answering page (instead of having to go to
Context: Ability to send queued messages/reviews from the answering page (instead of having to go to another page before sending)
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Manage Due Date: Notification of Due dates to Authors / Reviewers & Guests
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…
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PIMCO - Projects in the closed stage visible on a separate page from the current projects (not inclu
Context: Projects in the closed stage visible on a separate page from the current projects (not included when viewing current projects)
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Unable to Find Unassigned Sections on the Project Dashboard (Sections Summary)
Description: Currently, the project dashboard under the “Sections Summary” view only displays progress for sections that have been assigned to authors or reviewers. While the dashboard provides visibility into section and QA assignment progress, it does not track or display sections that remain unassigned. This creates a…
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Unable to Track Activities at the Section Level
Description: Currently, the “Activities” tab displays updates and actions made at the QA or project level only. This makes it difficult to trace detailed changes made specifically to individual sections within a project. While users can manually filter activities by section name to review updates, this process is not…
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Answered Toggle
"Can we request an enhancement that the “Answered” toggle is automatically marked as yes for questions answered by AI Draft? It is an additional layer to help us confirm that people are actually reviewing/editing responses provide by AI Draft." - Fiserv Risk
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Guest Sub Question Visibility (Ticket- 77282)
The client is adding a guest user to a sub-question only. However, when the guest receives the notification and clicks the link, the page appears blank and does not display the sub-question. Currently, the system only displays the sub-question to the guest if they are added to the main question as well. The client expects…
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Enable Redline Versioning for Sections Requiring Comments Until Conclusion
Purpose: Redlining is a standard and essential practice in contract management and project negotiations. It allows teams to review, comment, and revise contract language collaboratively — often using tools like Microsoft Word’s Track Changes and Comment features. The objective of this enhancement is to introduce redline…
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Trigger Notifications When Project Value or Commercial (Custom) Fields Are Updated
Purpose: To enhance visibility and control over critical project information changes by enabling automated notifications when key commercial fields—such as Project Value or custom financial fields—are modified on the Project’s About page. Currently, notification triggers exist for due date changes and project stage updates…
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Date Integration Instead of Days in “Create New Task Template”
Purpose: To improve clarity and accuracy in task scheduling by enabling date-based inputs within the Create New Task Template interface. Currently, users can only define task timelines in terms of number of days (e.g., “3 days before submission”). This can lead to ambiguity, especially when multiple milestones and…
