January & February '24 | Product Update

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Would you like to learn more about the new features and enhancements from the January & February '24 product updates? In this webinar, we discuss both general and add-on feature enhancements.

General Updates

• Ability to View Questions by Individual Sections in List View (:42)
• Added Project Name and Last Updated Date in Project Notes Export (1:53)
• Import Proposal Tech Word Files (2:30)
• Obsolete Content (3:19)
• Executive Dashboard Converted to the New User Experience (7:05)
• General Q/A (7:38)

Add On Integration Updates

• Intake
  • Intake Survey (10:53)
• AI Assistant
  • Additional Filter Fields for AI Assistant (11:55)
  • AI Assistant in Section Description (Rewrite and Other Capabilities (12:24)
  • Show AI Assistant Instructions to Super Admin (12:44)
• Profile Center
  • Search within a Profile + Enhancements (13:32)
  • Watermark PDF Documents + Enhancements (13:57)
  • Import & Manage Completed Projects from Response Projects (14:23)
  • Edit NDA Language in Org Settings (14:55)
  • Minimum Content Requirements for Profiles (15:19)
  • Profile Questionnaire Activity Tracking (15:55)
  • Profile Questionnaire Details Enhancement (16:16)
• Requirements Analysis
  • Export Document Analysis as PDF (16:43)
  • Update Existing Matrix After the Dictionary is Updated (16:59)
• Proposal Builder
  • Proposal Builder Overview (19:43)
  • SFDC Integration (20:45)
• Misc Integrations
  • Slack Notifications - Org Settings (18:16)
  • DOOR Integration (18:55)
  • Check for Updates to Box Files (19:19)
  • MS Team Integration: View Projects in New UX (19:36)
• eSignature
  • Simplified Access to Signed Documents (17:47)

jan-feb-24-product-update.pdf

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Let's take a look at some of the great questions that were asked during the session...

Can non-admin users access the Obsolete Content section of the Content Library? Yes! Any role can view Obsolete Content by accessing the tools icon in the top right-hand corner of the library. Obsolete Content is still live in the Content Library so users will be able to interact with it depending on the permissions of their role.

Can you manually mark content as Obsolete Content? Yes and no. You can't manually set content as obsolete, you can only set the parameters around when content should be considered obsolete. But you can use the flagging feature to manually call out content that you believe to be obsolete and then use the archive function if you'd like to remove it from the library.

Is there an Answered toggle button in the new project grid view? Be on the lookout for a check mark on the left side of the question instead of a toggle.