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Retaining Internal Annotations from Projects when saving answers in CCL.
Jessica from Alegeus has requested the internal annotations used in the Project Answering page be retained in the response when the answers are saved in the Content Library. They don't want this to be in the exported document since it's an internal communication. They specifically want this to be kept as an Internal…
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Word document does not identify Content control when added in the document
Video recording of the issue Current behavior: Word does not identify if content control is added to the file, it skips to recognize the data. Expected behavior: To Identify content controls in the document Reported user: Goodheart- Wilcox Publishing
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Ability to restrict access to a specific project
Fortrea would find value in this enhancement: Ability to restrict access to a specific project (without locking down access via roles- we would still like SMEs to mostly be able to search/access projects they may not have been assigned, also the SMEs that need access could vary) Reason: Occasionally we have RFPs which due…
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Notifications of each Q&A completion to be sent to Primary Project Owner
Seismic would like to have an option to turn on email notifications for all completed projects tasks to be sent to the Primary Project Owner. Currently the Primary Project owner received notifications about the section being completed and they would like to received emails when each Q&A or Section description is completed.…
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Header and footer to be recognized during import
User from Konica has raised a concern regarding the import of PDF or Word files. Specifically, if the file contains a header or footer, it is not being recognized by the system. They have requested that this feature be implemented. Please find the screenshot attached for your reference. Reported Company Details: Company…
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Multi-Stage Project Tracking
Add the ability to link projects together to reflect multi-stage initiatives. For example, an informal pitch that leads to a formal RFP process, or a way to track and record related projects with different stages or levels. Client: Husch Blackwell
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Project Dashboard Guest Notification
Kaiser would like a notification or indication on the Project Dashboard when guests submit answers. Kaiser is aware of the latest update using the workflow to generate a notification but would like an indicator on the dashboard.
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Move Project Stage Details
Kaiser would like the ability to move the location of the Stage Details on the About page in a project.
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AI Draft Usage Diagram - Just like Auto Respond
GreenShield has asked if we're planning to make an AI Draft usage diagram just like this one we currently display on the Executive Dashboard: I know a lot of our AI user base is asking for more AI reporting and I think this would be a great way to provide that information in a familiar and consistent format. Thanks!
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Undock Questions in Projects
Many clients, like Beckman Coulter, often provide lengthy responses to questions in their proposals. When entering paragraphs or large pictures, it can be frustrating to scroll up repeatedly to view the original questions. To improve the user experience, it would be helpful if the question could be docked to the side or…
