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help text details for "Index" feature
It would be helpful to clients if there was help text that appeared when you hover next to "index". This index feature is very important for saving content to the library but it's not clear to a new user what it does or how it can impact their workflow.
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Toggle button on AI Draft
Infor shared feedback on the Spring 2025 release. They love the new option to add up to 10 external sites to AI Draft. However, for some RFPs, they don’t want AI Draft to pull from external sites. They’re asking us to considered adding a toggle or button to turn external site use on or off as needed on the AI draft screen.
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Enable reordering of out of the box (default) fields within the project's "About" page.
Our customer HPE has requested the ability to reorder the fields on the project's "About" page. Specifically, they are looking to move the "Project Stage" field to the top of the "About" page. The "Project Stage" field needs to frequently be referenced and updated, but with several "custom fields" also appearing on the…
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Assign Users for Task in Bulk
Client : Infosys Similar to bulk assign authors and reviewers for multiple sections or questions, client is requesting an option under the Task tab of a project to select multiple tasks and assign or remove users in bulk.
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Question attachment text to be placed in the respective answer field
Client : Swisscom Priority : Urgent When there are multiple answer fields for questions in an RFP and when the requirement is to attach different supporting documents for more than one response, the question attachment text is applied only to the first response and the name of the multiple documents are added to the first…
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AI Assistant "Rewrite" Prompt - option to rewrite only what is present in response field
Client Fortrea would like to have the option for the "rewrite" AI Prompt to only rewrite what exists in the response field, rather than having it re-check the content library and fully rewrite the answer. This would be helpful because they may already have the answer they want to use, but want to leverage AI to refine it…
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Add more sorting options for search in past projects
Currently, in the search in past projects recommendations, you can only sort by relevance. Cigna would like more options similar to the regular search for Content Library.
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Task Template Reorder Checklist
Veeva Systems request: The ability to reorder the checklist in a Task Template. This would be drag and drop instead of having to manually copy paste the order.
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Ability to Export the list of all projects
Schnedier Electric IT Corp uses projects today as proposals, as Proposal Builder is not set up the way they would like to work, hence they use Projects for their proposals. Since we will not be doing an opportunity-based approach for proposals, the current workaround we have in place - they are requesting a feature…
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Ability to include links to cited sources in the exported version of the project
Microsoft would find it helpful to save cited sources by AI into the Q&A pair as a reference. This will help them understand what resources were used to draft the final answer. The user wants to evaluate the Sources at a future time, but doesn’t have time to validate all the sources right now. A Source Q&A might have a…
