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Ability to create a Project using a Project Template via Salesforce
Client TCW is requesting the ability to create a new project from Salesforce using a Project Template. This will improve their team's workflow and make adoption easier.
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Owners/Reviewers for Sub-Sections
Currently, there is only the capability to have owners/reviewers of full sections, but not sub-sections. A client has a need where they have multiple people responsible for different sub-sections of a greater section and it would be easy for them to be able to assign those people vs. having one person responsible for it…
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Expand Hierarchical Tags by Default
Currently, when clients are using hierarchical tags, they can only see the lowest-level tag unless they hover over the tag or click on the "+" icon. Clients would like the ability to see the entire hierarchical structure when looking at the Q&A pair without having additional clicks. Client requesting: Covititi
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Activity Tracking Visualization - Filterable Updating
Issue: As it stands today, the activity tracking in the insights report shows the same summary view of the complete library regardless of the active filters you carry into the report or turn on while you are there. In fact, the activity tracking chart (and upcoming review visualization) or the only items that don't change…
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Bulk updates to review process should not impact current expiry dates
From MFS Investment Management: Bulk updates to review process should not impact current expiry date Bulk updates to metadata should not have to impact the review cycle. For instance, if I would like to move a collection that is currently in review into sequential review, I have to update the expiration date to the future…
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See who "saved to library" in the Activities (vs. project owner)
From MFS Investment Management: See who "saved to library" in the Activities (vs. project owner) In the Moderation tab, show in "Activities" which user selected "Save to library" from a project. In the Moderation tab, it will only display the name of the Project Author and not the person who actually toggled "Save to…
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Philips N.A. - Mandatory Filter Selection before running AI searches
Adoption gap on required filtering: Our POC shared a major insight from a recent check-in with one of her top power users. Even experienced users are no longer consistently setting the Philips Solution custom field before using AI Assistant or Recommendations, despite the enablement you have already delivered (quick…
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Source Code Showing
CLA is consistently having issues with formatting/styling issues when uploading content. One of the items that they have found is that the source code (div, etc) affects how the items are uploaded and whether or not styles match Currently, the process for upload is that if that source document has the content separated and…
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Use Count
When a question is added directly from an uploaded RFP, that should count as it being used. Is there a way to update this? - AllState
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Ability to Archive Content in Moderation
Client: Husch Blackwell The client would like the ability to archive items directly from Moderation.
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Activity Log should include AI edits and who initiated the edit
Client Optum is requesting the following: Users should be able to view in the activity log which content was edited using AI, along with details of which user performed the AI-assisted edit and the corresponding timestamp. Includes project and Content library. cc @Karthik Kumar @Gosia Rios @Susan Berger
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Save in AL when duplicates are available in Trash.
When a project is completed for the first time, the QA pair are created in the Content Library. However, when the user rejects the QA pairs from moderation, it moves to the Trash folder > Now, when the user reopens the project > Completes it again, the duplicate check indicates that the QA pairs are unique will be moved to…