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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:…
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Import: Direct marking answers in empty spaces
This request is from Aegon While marking empty spaces by dragging is allowed, directly marking answers in empty spaces is not supported. This is the current expected behavior. But client wants direct marking of empty spaces too. Please find the response in client words - I must say I’m surprised that this is expected…
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metadata display in Project
When incorporating the answers from recommendation engine or auto respond , metadata display of its source, becomes a proof read for the client. This was an idea suggested by a prospect - Rede Partners.
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Improve Author Notification Handling to Prevent Unnecessary Alerts for Non-Completing Users
I am submitting this enhancement request on behalf of our strategic client, Evernorth. Request: Enhance the notification logic for authors in projects so that users who have not completed a question do not continue to receive repetitive notifications once another assigned author has completed it, or provide more granular…
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Task consolidation similar to the Section page
This request came from GE Healthcare. When multiple people are added to a single section in a project, they are consolidated on the Section page. However, on the Tasks page, a separate task is created for each author. Client feels that this can be confusing and results in a high number of tasks, making it harder to…
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Bulk Updating Alerts
From Allstate- During our senior leadership review yesterday, we realized guest users may not be able to review “answered” questions. So, I attempted to bulk change all answers to “not answered” status. This action erased all our content for a second time. Luckly, we had an exported Excel file and the Activity tracker…
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Past Project Search to include Section Description
Client Fortrea heavily leverages Section Templates in their Projects and would gain significant time savings and value from the tool if the "Past Project Search" also included Section Descriptions and not just Q&A records. We would like to request that an option be added to the Past Project Search Advanced Filter to also…
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Murex- issue with file mapping
End users- need to format the RFP regularly- taking additional 30 mins to 1 hour- to go back and forth modifying the document and then going back and re-importing the document while clearing out any previous imports. This takes time. They go to Mouemen and ask him to complete - issue is complex RFPs with multiple headings.…
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Enhancement Request: Section-Level Compliance Summary View for RFP Responses
Hi Team, I would like to submit an enhancement request on behalf of Nasdaq to better support their RFP response process. Overview: Nasdaq’s team prepares a Compliance Summary as part of their RFP workflow to identify gaps and assess potential risks prior to final submission. Current Challenge: At present, there is no…
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Due dates: We need 24 hour format (CET) instead of am/pm - for projects
Hi Team, Our customer ZKB has requested the option to display project due dates in a 24-hour format (CET). Could you please advise on how we can support or enable this? Thanks! Kindest, Sathish