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Guest portal save button
This is a request from Carmel Partners. They tested out the guest functionality and ran into an issue where the invited guest's answer wasn't saved because they didn't click out of the answer box before leaving the portal to initiate the save feature. They would like us to add a save button for the user to be able to click…
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Ability to Edit Email Verbiage in Pending Notification Queue
Optum S4 Request Edit the messaging in the pending queue notification - to provide more clarity. When comments are added after the notification was queued - the preview does not reflect the updated comment. Additional Details: This issue is holding up the GPS team from moving forward from gaining full adoption from their…
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Mark Questions as "unanswered" - AI Draft
Prime Therapeutics would like AI Draft to include an option to mark all questions as unanswered when applying draft responses. Currently, they must first apply the draft answers and then manually go back through each question to mark it as unanswered before beginning their review.
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Enhancement Request: Granular Control to Disable AI Draft for Specific Users
Requested by: Federated Hermes Services Company Description: Clients with strict regulatory and compliance requirements need the ability to turn off the AI Draft feature for certain users, while still allowing those users to access AI assistance at the individual question level. Current Limitation: Today, AI Draft access…
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Highlight search results in Projects
Health Care Service Corporation is requesting that when you search for a word or phrase within a project that the results be highlighted to make it easier to identify. The responses are sometimes very long and it can be difficult to find what they are looking for.
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Response Projects: Extend “Help Text” Mapping Support to Excel Source Documents
I’m submitting this enhancement idea on behalf of our strategic client, Microsoft. Overview Microsoft’s Project Managers frequently use the Help Text mapping option when creating Response Projects. This feature provides valuable contextual guidance to authors without making the content editable or included in exports.…
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PIMCO - Queue and consolidate notifications as the workflow progresses in sequential review
Queue and consolidate notifications as the workflow progresses in sequential review The ability to schedule and queue at the question level instead of the section level which is available now. They want to be able to queue up notifications to SMEs at the user level.
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Mark Project Template Ready for Review
MFS Investment is requesting the ability to create a project template with the reviewers carried over from the original but have the content marked as ready for review. Use case is that MFS does several DDQs that are updated quarterly. They would like to use Project Templates to fill in as much as possible and then have…
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Team Project Notifications
MFS Investment Management would like the name of the team assigned to a project section review to appear in the email notification. Currently, each individual on the team receives an email but the team name is not mentioned. Example: Current notification Pablo Ojeda has assigned sections for your team's review. We'll let…
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Queue and Notify Later for Project Templates
Currently when you create a new project from a project template and bring over the authors and reviewers you cannot reassign the reviewers that were brought over, meaning if I want to bring over the reviewers from the project template but want them to review the responses again in the new project I cannot notify them. Even…