-
Releasing assigned content review tasks from deactivated users upon deactivation.
Amruta at Nuveen mentions that a content manager has departed from the company, but her assigned tasks are still active in the system, although she has been deactivated as a user. She explains that it's a frequent issue, where content remains in review and assigned to someone who has left the company. The current…
-
Content Library performance improvement
Selecting filters from the content library facet refreshes the results with each selection, which can sometimes be time-consuming. Prime Therapeutics hopes to enhance performance. Perhaps they can select all the filters and then click a submit button?
-
Reverse Auctions for issuing customers
A common request I get when demoing the Requests tool is for reverse auction capabilities. Procurement teams would like the ability to create live chat sessions that allow all participating vendors to join and post their prices for the bid, thereby creating live competition and driving down total costs.
-
Improved Edit Privacy Functionality
FIS has discovered that lesser roles can change edit privacy by role and essentially lock higher roles out. For example, I, as an admin, changed a privacy setting to "team member". I now have locked myself out and only a team member or the super admin will be able to change it back. Similary, as long as a lesser role has…
-
Option to Bulk Unlink or Delete Documents from QA Pairs via UI
Customer: Nasdaq (Adenza) Company ID: 6230ad15f5977438ee8eaee3 Pod Name: us-east-01 Zendesk ID: 70706 The customer, Adenza (Nasdaq), is currently unable to delete or unlink documents that are associated with multiple QA pairs in the RFPIO Content Library. When attempting bulk deletion, they receive an error due to the…
-
Restricted Tagging Hierarchy in the content library
Haworth is requesting the ability to restrict tag visibility. Problem Statement The legal team requires a method to organize and label sensitive content with a dedicated tagging structure. This structure must be private and accessible only to members of the legal team. Currently, all tags are public and visible to every…
-
Acronym Finder
Forte would like to be able to add a definition for the acronym directly in Requirements Analysis before exporting. They'd also like these acronyms to train the system and use them again in the future.
-
Multiple documents into 1 matrix
Forte would like to be able to pull multiple documents into 1 matrix instead of 1 at a time.
-
Content Review Status Dashboard to include moderation tasks
Customer (Kohlberg Kravis Roberts & Co. L.P.) is loving the new Content Review Status Dashboard as it has been instrumental in helping their team manage reviews better. They love the user level detail and would love to see that level of visibility for moderation records as well. They do use the content library dashboard to…
-
Add text Fields for the E-Sign NDA process
Many customers need the NDA to be mention the company name. Right now our NDA E-Signature process only has 3 e-signature fields. We need to add a text option so our customers can create an NDA with fillable Company name, Address, etc. fields to make sure their NDA is compliant with their legal team.
-
Ability to reassign Primary Business Unit (BU)
At this time it is not possible to move the "primary" designation from the starting BU to a new, update BU in use in an account. As a team grows and changes, this option to move the Primary from one Business Unit to another is needed. While we can reassign Projects and more between BUs, we cannot change the designation of…