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Enhancement in export package preview | Six degree holdings
Hi Team, While previewing an export file before downloading, the formatting and alignment are not displaying as expected. However, once the file is exported, the formatting and alignment appear correctly. The client, Six Degrees, has raised a concern regarding this discrepancy and suggested that it would be ideal if the…
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Break out Project Notes Fields for Reporting
If a Project Report type has multiple fields, these are not able to be broken out into different columns for easy reporting. Prime Therapeutics is requesting the ability to break out fields into different columns for reporting.
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Multiple bulk changes in projects
Prime Therapeutics would like the ability to make multiple bulk changes simultaneously within projects. Currently, users can select multiple questions and make only one type of bulk change at a time. For instance, if a user wants to add bulk tags and flags, they must complete each task separately, requiring two separate…
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Allow Default View on Project Dashboard
Lyra Health would like to set a default view of "Reviewers" instead of "Authors" in the Project Dashboard. They will rarely use Authors, so find this category less meaningful.
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Configuring PDF without converting to Word
Clients frequently receive and work with RFPs in PDF format. Currently, the platform requires converting PDFs to Word before mapping, which often introduces alignment issues and adds extra time to the workflow. Requested Enhancement: Enable the ability to natively map and process PDFs within the platform, eliminating the…
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Notes or description space for the project templates
It would be easier to differentiate templates if there was note space. We foresee needing multiple templates that have/don’t have a Table of Contents, have/don’t have a cover page, have/don’t have Roman numerals as page numbers, etc etc. This information is a little too wordy to put in the template title.
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Request to Reinstate Combined Tag Filtering Logic in AI Draft (as in Legacy Auto Respond)
Hello team, @Darshan R @Rithvik Sridhar @Khalees V I'm creating this request on behalf of our customer Ciena. Firstly, thank you for delivering the long-requested enhancement in the AI Draft module related to tag selection. However, during testing, They’ve encountered a critical limitation that is affecting their ability…
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Project Metadata Response Evidence
Our client, Availity, said that when you go to close out a section the metadata that shows where a response came from goes away (I.e. lightbulb icon, etc.). She wants the ability to have that metadata remain so it allows for her to easily tell where the response came from. She also wants the ability to have a way if the…
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HECVAT 4 file not auto-configured
This request is from Instructure. The HECVAT 4 file is not being auto-configured upon upload. Attachment: HECVAT 4 file attached for reference. https://us.v-cdn.net/6037550/uploads/R6XWV29AYEMI/canvas-career-hecvat.xlsx cc: @ashaa
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Re-Open a Section w/o removing individual question's completed review
Prime Therapeutics has the following request. Ability to re-Open a Section w/o removing individual question's completed review If a section is marked as reviewed i.e. Complete Review botton has been selected to close the section, I need the ability to reopen the section to make updates without removing everyone's review…