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AI Draft - Ability to filter by Project Name
client CentralSquare would like the ability to filter by a specific Project Name when running AI Draft like they can for AI Assistant. They have certain times when being able to filter by a specific project would help them find better matches for their responses.
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AI Draft - View by Imported File
Client CentralSquare often has several source documents for a single project and would like to have a similar view as "View by Import File" when running AI Draft. This would help them more quickly & easily filter as needed by import file rather than needing to select the individual sections.
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Checkbox support for PDF Files
In working with Panasonic, we've run into a hard stop with their PDF files due to an overwhelming amount of checkboxes in PDF. The client receives the majority of their proposals in a similar format as the attached. Would we possibly be able to consider / support checkboxes in PDF for a future release? typical source file…
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Nordic Capital - Need past project properties when doing the review
When a Author is using a response from Past project search and completes a sections, Reviewers needs to see the properties of the QA pair.
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Task View enhancements
GE Healthcare (prospect) would like more details from the project Task View. Specifically, they create tasks that include check list items. They would like a way to see all check list items from all tasks, without needing to click each task. Something like an expanded view of all the tasks, to see all the details.
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Project Task - bulk update due date
GE Healthcare (prospect) would like to be able to bulk update due dates across Project Tasks. Currently, due dates can only be set one by one. If the project due date changes, the tasks also need their due dates change to fit the new timeline. However, it is time consuming to click each task to update a new due date - it…
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Images exported in Excel are enlarged.
When responses are exported in the source file which is an Excel, the attached or embed images are too enlarged. This does not happen in Word or PDF. The length of the image is expanded than the normal size it is available in the actual response in the application. Please see the screenshots below for reference. Image size…
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Wolters Kluwer USA - Ability to hide Section Name upon Export
Wolters Kluwer USA is requesting the ability to choose to Hide a Section Name when exporting. The ideal behavior would allow the user to choose for each individual section if the section name should be exported, as they sometimes want the section name included but other times they don't. this would save the client time on…
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Bulk update answers that have the "Answer updated in library" tag
In the financial/asset management industry, clients send out DDQs that have the same questions every quarter. So our users tend to use project templates often. When there are more than one updated answers in a project, it is time-consuming and laborious for them to go into each question and update the answers manually.…
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Authorwise export filter
This request is from Adenza (Nasdaq). For the export of RFP, please have author wise option like (section view \ Imported files view).
