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Request to reflect Custom field (Select User Type ) as the Project Team Members
I'm submitting this enhancement request on behalf of our client, Fidelity Information Services, Inc. Request: Client would like to have the members added as the Custom field (Select User Type ) under the Project Team Members upon the creation of the project. Current Limitation: Now client needs to manually go into the…
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Allow Independent "Exclude" Filter in Tag Filtering (Match Content Library Behavior)
Client Fortrea loves the new enhancement that allows for better filtering of tags with any/all/exclude. However, they would ideally like to have this match how it is in the Content Library, where the "Exclude" is on it's own. This allows them to both exclude a specific tag while filtering to other specific tags. Would it…
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Activities for reviewer assignment in project
When we assign authors at the section level in a project, the activities of questions in this section shows the activity of adding new author. But if we assign reviewers at the section level, there is no activity in the questions in the section. Activity for reviewer assignment will be seen only if reviewer is added at the…
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Sort by Trace Score
Source & Summary: This feature request originates directly from customer feedback. Our customers have recommended that we provide the ability to sort content by its Trace Score on the Answering page, AI Drafts, and/or within Guided Projects. They state this capability would provide them with tremendous value.…
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Idea from the Library Corporation on AI Draft
The team frequently works with Excel files that require simple Yes/No answers. In many cases, comments are not necessary. However, when using AI Draft, it always populates the comments field by restating “Yes” or “No,” which doesn’t add value. Request: Add an option for AI Draft to leave the comments field blank when the…
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Enable Document Upload to Completed/Cancelled Projects
Currently, users are unable to upload files directly to the Documents section of a project once the project status is set to Completed or Cancelled. While a workaround exists—by reopening the project—it disrupts reporting metrics such as completion date and workflow integrity. This feature request proposes enabling the…
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Search filter for questions with attachments
In answering page in project, the search bar should have a filter for searching questions that have attachments in it. Currently, there is no such option.
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Small section description box in guest page
section description box in guest page is too small. It is difficult for the guest to read big paragraphs in it. Just like in project, there should be an option to expend the section description box, Reference ticket - 72513. Customer said that guest is facing this difficulty.
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Ability to auto identify character/ word limits (like dropdowns)
Hey team, Precision Medicine brought up this use case to me today and I thought it made sense. They run into docs where there are character/ word limits for specific cells, and it would be great if the system could catch those automatically like a dropdown. Thanks so much, Bruce
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Ability to exclude cited sources by AI and rewrite response
Experian Marketing would find value in ability to be able to remove some sources cited by AI Assistant and re-write the response.