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Save in Library message
MFS Investment Management would like to implement a prompt for users when they toggle the "Save in Library" option within a project. The prompt will ask users to provide information or comments explaining why they believe the question should be saved in the content library. At present, they receive a significant number of…
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Retain footnotes/endnotes from AI generated responses
For some organizations, footnotes and endnotes are critical to their responses. When we have an AI generated response that uses sources with annotations like footnotes or endnotes, it does not retain those in the drafted responses even if using the a line of text that contains the annotation verbatim. Including annotations…
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Icon/indicator for changes made to responses
Request by: Teladoc Health Client seeks a quicker way to identify if a reviewer made an edit to a response. -Currently there are three options to signal/look into a change: 1. Check Activities tab (full Project), use filters : best option 2. Check Activities tab for each individual question 3. Having Reviewer flag/comment…
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Option to override potential duplicate in the content library
Client Edged has requested an override option for the duplicate check when closing out a project. IT seems that if an answer is applied from recommendations, and then the client uses AI to clean it up, it will still show on the duplicate report when closing the project out. The client is requesting an "override" button to…
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Requesting to be able to edit the configurations of a standard file
Client- Cohere health, There is a request from the client to be able to edit the configurations of the standard file manually instead of reaching out to support to help with configurations. Kindly check if there is any possibility of the request. Regards, Sneha| Customer Support Specialist
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Guest UI to allow guests to view the complete project content
Client expectation: The request is from Veristat. Guests to have a full project view including section description.But the section description is limited by height. But the given screenshot shows their current experience. Engineering team explanation: The Section Guest Page is designed with the section description rendered…
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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…