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PROD-I-328 Have ability to read "Exif" metadata tags from images
This came up in call with UPS today in regard to images they are uploading to the DL for use with the OC4P add-in. They use a lot of stock images which they purchase. Most are in jpeg format, and many (but not all) have what native tags (and other metadata) in them, which are supported by Exif and other image standards.…
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PROD-I-457 Supporting multiple columns of text in AL and Sections
I have had two requests within a couple of weeks (from Grant Thornton and from PwC, both professional services firms) over the requirement to be able to support text within RFPIO that is formatted in twin columns, specifically the AL and in Section Templates. Here is an example I produced of what I am referring to. In this…
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PROD-I-262 Client details Field in Hubspot Integration
Hello Team, While associating the project fields to Hubspot, there are fields like client name, client email etc listed along with Hubspot deal field though a field like that does not exist. It is a bit misleading for users that is trying to get client related information into the project. The customer would like to have…
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PROD-I-430 Saved searches - relative date selection
Hi team If I set up saved searches based on date filters, I have to choose explicit dates. It would be great if I could choose a relative date such as next 30 days, last 30 days, otherwise the saved search is not that useful. This is compounded by the fact that saved searches aren't editable. Sample use cases: Show me: All…
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PROD-I-276 Content consolidation question
Hi team On a demo today the prospect had a requirement that is fundamentally addressed by linking content/subscribing to change notifications, but not Q&A to Q&A. They wanted linking/notification between Documents and Q&A (not by simply attaching via a document link). The use case is this: 1/ They have Q&A records that…
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PROD-I-189 "Find and Update" capability for Styles in AL
Hello Team - Was on a demo with Grant Thornton earlier. They leverage Styles extensively to govern the appearance of their responses and proposals. While exploring the AL, they asked if a particular style's properties were updated (for example if the color or font size was changed), whether those changes would be reflected…
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PROD-I-381 Notify owners with content in review
Hi team, I was on a call with a client yesterday (Quadient) and got on the topic of notifying content owners when they have content in review. She was hoping to be able to select who to notify when sending a message to the owners, however, it looks like all owners with content in review get notified. I also expected to be…
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PROD-I-451 Stat-Heavy Content Example
All, I have a client right now, a new SA, who is a former Loopio user. They have made it clear to us that they are going to market to evaluate tools other than RFPIO. In the Answer Library, they want to be able to see the values for the Merge Tags they have created that are not client-specific. Examples are below in red.…
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PROD-I-211 Adding Romanian to Translation Languages per Hitachi Power Grids
Hitachi Power Grids is working on their global roll-out of RFPIO. They need additional language support for Romanian. How hard is it to add additional languages? Also, what do we suggest for clients needing to translate American English into the Queen's English? Any pointers on this one are appreciated! @David Blume @Keith…
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PROD-I-196 Ability to edit source document while marking up for Import
Team - I am working on a customer trial, and they sent me a long Word doc containing Q&A for import to the AL. This document is fairly complex, so has taken quite a while to mark up. However, there are several issues I see in the document (typos, extra line spacing, etc.) that would really be nice to fix, then and there,…
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PROD-I-300 Duplicate report - meta-data visibility
Hi team When looking at duplicate Q&A record entities, you will probably want to view the meta-data to help determine which is the appropriate record to keep. If you view the meta-data for the first record and then click on the 2nd record, the meta-data collapses again - so it's an extra couple of clicks per record.…
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PROD-I-301 Duplicate Report Deletion / Trash Notification Error
Hi All, This below issue was found by a customer, Post Advisory. Currently, I am finding that when I delete a Q&A pair from the duplicate report, I am getting a notice in the bottom right that the deleted content is being sent to Trash. However, upon checking Trash, there aren't any deletions listed under me or any…
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PROD-I-194 8x8 Trial: Bulk format font - find and replace font
Hi Team, We are trying to leverage the "Format Content" option available to find and replace format. We keep getting that contents are not being updated. Any guidance would be appreciated. Best, Sanjay Created date : 2021-02-23 Votes : 0
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PROD-I-473 Translating Stop Words
Hi Team, Please consider the functionality that allows our customers to translate Stop Words. When our customers maintain Q&A pairs in multiple languages and respond to RFXs in different languages, currently they are either losing the functionality of our Stop Words feature or are having to manually copy, translate, paste…
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PROD-I-397 Project Requester Project Visibility in SFDC
Hi Team, This is a request from LaMonique Johnson from Accelerate Learning. She would like the ability for users with the Project Requester role to be able to have high level visibility into the project status via SFDC. The use case is that Project Requesters would like to be able to check on the status of a project…
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PROD-I-495 Preview does not always show beginning of document
Team This is more of a personal "peeve" than anything - certainly not urgent. I use the preview capability in the DL quite a bit, and always wonder why the window, when it first opens, does not always display the start of the document you are previewing? This means you need to scroll up to the top of the document to verify…
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PROD-I-489 View multiple Answer Library windows (tabs) simultaneously
Team - A capability that Qvidian provides is that users managing content in the AL or working on a project can open multiple tabs that each provide a different filtered view of the AL. This prevents the need to keep re-applying filters or search terms to return desired search results - users can simply switch between tabs.…
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PROD-I-432 Search by Record ID number (or multiple ID numbers)
Team - We can currently search for Q&A by record number - which for some reason we call "Unique Identifier". However, there are two issues I can see: 1) Our Unique Identifiers all have the prefix "RFPIO" - e.g. RFPIO1099 etc. In order to retrieve records, you have to type the RFPIO string before the number. This adds 5…
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PROD-I-490 Visibility and permissions for AL Metadata fields
Team - I'm working on an RFP for a large opportunity at Anthem. They are a former Qvidian customer. One thing they ask about is something other Qvidian customers have requested (e.g. Cigna) is in relation to having permissions associated with Metadata Fields (standard and custom) in the AL. They want to control (a) which…