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Direct Export to Adobe InDesign
Deloitte US As a long-term goal, provide an option to export a project directly into Adobe InDesign format. Importance to Deloitte: This would offer a highly efficient and advanced workflow for their design teams, who often use InDesign to finalize proposals. It would further streamline the transition from content creation…
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Add More Options for “Save to Google Drive” During Project Export (Similar to Project Documents)
Current Behavior: When exporting a file and saving it to Google Drive, only the "Save to Folder" option is available (as shown in the screenshot below). Expected Behavior: When using the Documents tab of a project, multiple save options are available — such as Folder, PDF, and Presentation. These same options should be…
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Restoring/reversing a project
There should be an option in a project where the Project Primary Contact (or the super admin) should be able to reverse changes in a project. Use case - in case a user accidentally loses all the answers during reimport, there should be a way for them to restore the answers without needing our help. This is a quicker…
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AI Filtering Based upon websites integrated into AI queries
SAP has indicated it would be helpful to include the ability to filter our AI on the websites registered in the Org Settings to be included in AI search results. They would want this functionality to be at parity with the filtering by tags and collections. This includes the ability to filter with "Any, All or Exclude".
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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…