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Marking Entire Projects as Private
A request from IMA Financial Group: They regularly need to engage in project opportunities that are more sensitive in nature in which they need to more significantly limit view/engagement of the project even among admins. The enhancement request would be an extension of the 'Mark Private' function at the section level,…
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PROD-I-679 Notification Dates Are Confusing Between Project Due Date and Individual User Due Date
Client would like to have due dates be clearer on the notifications. LOTS of users look at the Project Due date, but do not read the email further to see when their work is due. I had users with this challenge, too. It's easy to guide users to explain this; however, LOTS of SMEs don't listen to this advice! It's very…
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Audit for Repeat Questions in a Client RFI
A customer has repeatedly received RFIs from prospects / clients where the same question is repeated verbatim throughout the document, in one instance up to 15 times. The ability to Audit for Repeat Questions in Projects would easily allow customers like this to ensure each repeat question is responded to in the exact same…
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Replace inactive users in archived projects
Feedback from Hyland (Ticket #43706) When a Project Primary Contact (PPC) user is deactivated with transfer of ownership, the PPC name will stay the same in the project list page for archived projects. Transfer of ownership is not applicable to archived projects at the moment. The inactive PPC name will be deleted…
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Filtering archived projects based on project status
When a project is archived, its status is either Current (same as open) or Completed or Cancelled. So, when we come to the list of archived projects, we should be able to filter projects based on these project statuses. But currently we are not able to do this. Reference ticket - 64489
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Add the ability to moderate content from the recommendation engine.
symplr would like the ability to moderate content from the recommendations engine. See below for the example: For Example…I am working in the Lakeland project, I have the question “Providers Service Level Agreement for RTO and RPO recovery objectives in LRH.” --- I did some research and needed to make an update to the…
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Ability for guests to @mention users
Hi Team, Illumina is interested in giving guests the ability to @mention users so they receive an email if a clarifying question is asked. Thanks for your consideration. Bruce
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Ability to undo a Discard or Apply selection in AI Draft
Two customers so far (AQR Capital Management and Crestline Investors) have approached me with a request for the ability to either (1) undo a selection of either Apply or Discard in AI draft, or (2) switch between the two options, after one has already been selected. At present, there is no undo button or ability to switch…
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Translate both (Question and Answer) in the respective language
Team, I'm submitting this idea on behalf of Accenture. "We are finding difficult in addressing our client queries with current export option with ability to translate the answers alone to English. The tool should translate both question and answer to either English or local languages per our selection. Please consider this…
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Bold, Italics and Underline and background color retainment during excel export
Current behavior: When we import a few questions from an Excel file, we may answer them with bold, italicized, and underlined text. We can then export the excel by selecting a custom font with the background color, font size, and font style. The bold, italics, and underlining do not transfer over during export. All that…
