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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…
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To auto configure proposaltech excel documents
This request is from Cobalt benefits group. We currently only support proposal tech word files and not excel as of now. Attaching the client's proposaltech excel document for reference. https://us.v-cdn.net/6037550/uploads/I5S2WXDA8E28/covenant-proposal-tech-answerable-doc-281-29.xlsx
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Last updated date change when updating file
In the project documents tab, the last updated date & by is only getting updated when edited on online word or excel (WOPI edit) but if we update file by uploading a new file then this last updated date & by is not getting updated. Use case: The client does a lot of modifications in the word file offline and uses the…
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Filtering archived projects based on Current/Completed/Cancelled/Trash
It is possible to filter active projects based on Current/Completed/Cancelled. But it is not possible to do this for archived projects. Customer asked if it possible to do this. Ticket number - 64489 It will be useful if we have such a filter for archived projects.
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Ability to add Tags to a Section Description when "Save to Library" is enabled
Client Fortrea heavily leverages Section Templates & Descriptions, and when they'd like to save to the Library there is not an option to add a Tag, which adds more time to their process once it hits the Library. They would like to have the same option as a Q&A pair to add a Tag to a Description. Please see the request in…
