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Filters/ Grouping in Archive Folder
One of our investment customers suggested it would be great if there was a way to group projects in the archive folder to make it easier to find versus scrolling. For Instance group by and be able to filter based on the group Test Projects Year Duplicate
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Past Project Name Filtering in Project Settings
Problem Summary Upgrade, Inc. completes client questionnaires year over year that contain largely the same questions. In many cases, answers remain unchanged from previous years. To improve efficiency and answer reuse, they want more precise control over which past project AI Assistant and Answer Library Search reference.…
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Easier translations in project and export
The translation process in project and during project export is complicated right now. First of all, there should be a way to bulk translate the entire project or selected sections. This translation should be for either the answers OR for sections & questions and also the answers. If the project is still in the same…
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Ability to update due dates for multiple tasks at a time in Projects
This request is for Netsmart. Today, if you want to update due dates for multiple tasks at a time in projects, you have to go in and click the 3 dots on each one, update the date field, etc. For Netsmart's project team, it is a very common occurrence that there are multiple tasks that need to be updated to the same date –…
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Ability to upload duplicate documents in the Project Documents sections across folders.
In a Project, under Project Documents sections, a document is upload a new folder. When we create another new folder and upload the same document, we are getting a duplicate document toast message. Recording: https://zoom.us/clips/share/XrOjnXmBRgygOkbprjSx3Q However, customer states that this can be challenging where…
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Section by Section Review Flow during Project Completion
Project Review UX – Section Navigation and Cognitive Load Requested by ENT customer: O.C. Tanner Problem / Current State In the current project review experience, multiple sections are collapsed into a single view, requiring reviewers to repeatedly expand sections and manually move between them. Reviewers lose their sense…
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Allow Enhanced Auto-Respond to function in the same instance where AI is active.
State Street has requirements to have auto-respond take the first pass at answering questions then have AI provide additional responses after. After testing, they have found that the enhanced auto-respond features provides better results than the legacy version. Currently, we are not able to have AI and enhanced auto…
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Projects: Add User Control and Prompts for Auto-Attached Q&A Pair Exhibits
Per Manjula Gnanaguruswamy's request, I’m submitting this enhancement idea on behalf of our strategic client Optum. Overview When users apply responses from the Recommendations pane in Projects, all attachments associated with the selected Q&A pair are automatically added to the project response. While this behavior is…
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Enable Sub-Table and Partial Table Mapping in Response Projects
Per Khalees KV's suggestion, I'm submitting this request on behalf of our asset management client, Silvercrest. Overview Silvercrest, an asset management client, needs greater flexibility when mapping tables within Response Projects. Specifically, they require the ability to map only a subset of cells within a table or to…
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Improve AI Draft Status Visibility & Parallel Processing
Currently, when one user initiates AI Draft, other users only see the AI Draft button greyed out, without any indication of why it’s unavailable or what stage the process is in. This can be confusing and often leaves users mid-way without clarity on what’s happening or what their next step should be. Proposed improvement:…