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Comment Deleting
Currently, only the original commenter can delete a comment in Projects. It would be great if we could add a feature for admin/super admin roles or project leads to be able to remove projects. USE CASE A client had an issue where we had an internal comment, which was a user trying to help point to which SME should be…
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SME-Specific Table Mapping
State Street would like the ability to assign specific rows and/or columns within a table to designated Subject Matter Experts (SMEs) when marking a table as an answer. This feature would allow for more precise ownership and accountability by enabling SMEs to be responsible only for their relevant portions of the table,…
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Project Mapping Usability – Freeze Rows and Columns
State Street would like the ability to freeze columns and rows in the project mapping screen for Excel. This enhancement would improve usability by allowing users to keep key headers or identifiers visible while scrolling through large spreadsheets, ensuring better navigation and reducing errors during mapping.
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Document Consolidation – Merge Source Files into Single Excel Workbook
State Street would like the ability to merge multiple Excel source documents into a single Excel workbook within Responsive projects to create one consolidated proposal. This enhancement would streamline the proposal process by reducing manual effort, eliminating the need to manage multiple files separately, and ensuring a…
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(Rodrigo from Feedzai) - Client requested tag recommendation in AI Draft
I am raising this request on behalf of Feedzai. In our recent discussions they emphasized the value of the tag recommendation capability that already exists in the Content Library. It allows their team to organize information more effectively and ensure consistent tagging across their stored content. The client’s request…
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Increase page per view items while adding section templates | Probe Contact Solutions Australia
Client: Probe Contact Solutions Australia Pty Ltd (Probe Group) Currently, in the Projects module, when adding a section through a section template, only 4 section templates are displayed per page. To view additional items, users need to scroll, which the client finds tedious. The client has requested an enhancement to…
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"Apply to Project Team Members" option for Section View
Client Fortrea would benefit from being able to apply the Section View setting for all users in the project. They often have projects with multiple import source files and collaborate with a high volume of SMEs. It would be helpful for their project creators if they could apply the section view setting to all project…
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Move review status from near checkbox
Ciena | BluePlanet requested that the review status ('Ready for Review' and 'Review Completed') of questions on the Answering page of a project be moved further from the 'select' checkboxes present. Members of their team mistook the checkboxes as related to the text because of their proximity, and thought checking the box…
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Smart filtering in projects
Map a custom field in a project to automatically set a filter for AI. IFS and other clients I work with have custom fields in their project that directly match with filters in their library, for example product lists. It would be great to automatically set filters in the library/AI to match to this.
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Updating Project Template owner
Client - Alliance Bernstein wants the option to update the owner of the project template which is not possible currently.
