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Request Stages by Project Type
FIS would like the ability to create stages by Project Type- this will allow them to further customize and report on their various phases of workflow without having to create an additional custom field.
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Change name in UX for Section Level AI Filters - currently AI Assistant Filter
Currently when someone selects More Options on a section in the sections page, they have the option to set an AI Assistant Filter. This can be confusing for users because it also applies to AI Draft. Can we change the name of this option to Answering Agent filter?
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Saving sections as templates from project templates
Currently it is only possible to save sections as section templates from a project and not from a project template. But it can be useful if you can save sections as section templates from project templates also. This idea came from ticket 68953. The customer converted an intake to project but the sections that they needed…
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To have Answer style updated at multiple levels for Sub Questions as well.
Current behavior: The answer style can be modified with a single style for all levels if the user has developed a template with several Question styles for various levels. For example: The Question and Sub questions are created in the project as shown below: The Template has styles updated for each Question level: The…
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Multiple questions in one cell
AllianceBernstein often receives Word documents that contain multiple questions organized in a single table. Unfortunately, the only way to import this content into Responsive is by removing the table from the Word document, which is not feasible since editing the document is not permitted. Therefore, AllianceBernstein…
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Wolters Kluwer USA -- Report that showcases AI usage and insights
Our team at WK USA is interested on benchmarking the AI usage and components around how their improving the RFX Process with AI. This report would showcase the data points on how the AI functionality is helping them showcase adoption metrics vs. their previous tool qvidian.
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Ability to mark tables in Excel as separate questions and answers
AllianceBernstein frequently receives Excel DDQs with multiple responses needed in tables. Currently the only work around is to mark the answer as table but Alliance says this is cumbersome, requires them to answer each cell individually, and makes it difficult to use the recommendation engine copy/apply feature. They…
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Support text boxes in mapping
A couple of clients have text boxes in their source files for importing content into the library. As mapping doesn't support text boxes, they are lost when file is mapped, which has caused a loss of important information (in Opexus' case, the question is inside the text box). To ensure clients are able to bring over all of…
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Ability to export project Question and Answers based on flags
The user, kim.reitz@meridianlink .com, wants to export the project question along with its responses based on flags.
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Enhanced Flag Reporting
Currently, we are using various flags within our projects to identify information, such as where we have product gaps, where Auto Respond provided an accurate response, where Auto Respond provided an incorrect response, etc. However, we do not have visibility of these different flags within the Project Dashboard; we can…