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Unsubmission of a digital proposal must be revoked
A current gap in workflow functionality exists in relation to the submission and un-submission workflow. If a Responsive Issuing customer sends out a request, and then a responder submits their proposal by the due date, there is no mechanism that exists to stop a responder (a paid customer, or Invited Vendor) from…
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Enhancement for the addition of Custom Field filters while creating/editing Section Groups
Summary Custom Field-based filters while creating or editing Section Groups, enabling dynamic grouping of sections based on structured metadata rather than relying on Tags or Collections. Problem Statement Currently, Section Groups in the Content Library rely on metadata such as Tags and Collections but not Custom fields.…
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Evaluators should not count against User License limit or allow for Guest Users
The benefit of the Request Projects product, is it allows for flexibility in running RFPs company wide, and bringing in SME's to help evaluate. OR if a customer is running an RFP as a Consultant, on behalf of their client, they will bring in their client as an evaluator with limited access to review the proposals and…
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Ability to run multiple dictionaries at the same time in Requirements Analysis
Netsmart is requesting enhancement around the ability to run multiple dictionaries at the same time in Requirements Analysis. They currently have 7 dictionaries in regular use. Their challenge today is if they are running a project and it has 5 files for example, they are having to run the report 35 times to get all…
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Moderation - Add who marked "Q&A Pair" as Save to Library
Hello, Right now, moderation shows the "last updated by" for Q&A pairs added to the library as the individual who marked the project as complete. Netcall has requested that we display it in its place or next to it who marked the question as "save in answer library". This will help their content manager track down the…
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Ability to Comment on Partial text in Library
Client Fortrea really loves the new ability to comment on partial text of an answer in Projects. They would find value in having parity with that functionality in the content library. cc @Gosia Rios
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Duplicate Report
Hello, In the Duplicate Report, it would be ideal if we can exclude a specific Response Field – such as, Solution Name (internal) – from the search so the report will exclude any duplicates that have the same solutions/products listed in that response field. Below is an example of the type of duplicates we are trying to…
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Add Expiration Date at the Individual File Level
Today, the review date is set at the organizational level, meaning all docs uploaded to the content library must follow this one setting. The request is that there is the option for a review date to be set at the individual document level. So, when you are uploading a doc, and completing the fields, one additional field is…
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Duplicate Report - Option to exclude certain fields
https://us.v-cdn.net/6037550/uploads/1A0H6DVDUYRS/duplicate-report-exclude-certain-fields.docx