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AI Filters at the Question Level
Filters for tags/collections/etc at the individual question level. Current you can only apply Filters for AI at the section or project level. So specific questions that require nuance and filtering with certain tags are a complete gap at the moment (other than leaving the project workflow entirely to go to ASK)
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Improve Audit Trail Transparency for System Initiated Deletions of Projects from Trash
Hello Team, Sharing a client feedback item for review. When a user moves a project to Trash the system keeps the same user association. After the 30 day auto deletion the audit trail still shows the same user as having deleted the project. The Aztec client raised a valid concern that this appears misleading since the…
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Export Skipping Responses from Merged Cells in Protected Excel File – Request for Detection/Validati
Introduce a pre-import validation or alert mechanism that automatically scans uploaded Excel files and flags any known unsupported elements—such as: Merged cells Locked/protected sheets Unsupported checkbox or formula fields Complex formatting not compatible with export logic This validation should notify users before…
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Update Source File - Update changes to existing question language.
FIS (Fidelity Information Services) is receiving updated versions of Source files from the issuing companies and there are changes to the existing question language on the files. Currently, when updating the source file in the project, the changes to the question language is not changed while maintaining the existing…
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Auto-Saving Project Notes
Hello Support Team! I’d like to suggest an enhancement for Response Project workflows: auto-saving for project notes. Project notes are a great resource during the bidding process. They allows us to record and track important information, such as kickoff call discussion that include our strategies, customer background,…
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ANY/ALL/SEQUENTIAL process for project authorship
State Street has requested ANY/ALL/SEQUENTIAL process for project authorship. They would like to see the same functionality that we have for the answer review process, but for those authoring the answers to project questions.
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Tracking AI Draft history
Team, can we start tracking AI Draft history i.e. retain and show the instructions and filters applied to an AI Draft run/completion. For e.g. If we run AI Draft multiple times, the history should capture questions to which the AI draft was applied to and the specific instructions with filters. Illustration below fyr; AI…
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Project Metadata Response Evidence
Our client, Availity, said that when you go to close out a section the metadata that shows where a response came from goes away (I.e. lightbulb icon, etc.). She wants the ability to have that metadata remain so it allows for her to easily tell where the response came from. She also wants the ability to have a way if the…
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AI Draft - Allow all answers to be editable on AI Draft answering page
With the newest release, ADP really liked the ability to edit answers on the AI draft answering page. That said, they would find value in being able to edit "blank or empty" answer fields on this page as well. Current behavior seems to have these blank answers locked.
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Turn off/ bypass auto-configure or Mapping agent.
Crowdstrike has requested the option to disable the auto-configuration feature when importing an RFx. Some users find that the feature does not always identify things correctly, and it takes time to correct. Therefore, they would prefer to map it themselves since they have become proficient with Responsive. They would like…
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Bypass Translation During Document Import from Translated Projects
GE Healthcare wanted to create this as an enhancement request. Scenario: A document is uploaded in "Project A" > Translated and imported. Project A is cloned now (Project B) > Upload a document > Immediately, we see a warning message asking the users to translate the uploaded document. Customer does not want the…
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(Rodrigo from Feedzai) - Client requested tag recommendation in AI Draft
I am raising this request on behalf of Feedzai. In our recent discussions they emphasized the value of the tag recommendation capability that already exists in the Content Library. It allows their team to organize information more effectively and ensure consistent tagging across their stored content. The client’s request…
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Dock editing toolbar in projects and the top of the screen
Ability to dock the toolbar at the top of the screen. This would make the toolbar easier to access and improve time spent editing.
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Ability to send a project status report/summary from the About page to all users
Customer (Netsmart - 40K ARR reference client) would like ability to have some sort of Project Status Report/summary that they could send on a cadence throughout lifecycle of a project from the Project Dashboard or about page. Would include percent complete, user #'s on questions answered/remaining/etc, stats from…
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Prevent Author Due Date from Exceeding Overall Project Due Date
Problem: An author's due date was incorrectly set to three days after the project's overall due date. This created a situation where the author might believe they had more time to complete their work, despite the external project deadline. Proposed Enhancement:We proposed a feature where the system would prevent the author…
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Formatting Feature Parity with PDF/MS Word inside Responsive
Working with Honeywell, they have provided feedback that about their experience trying to export directly to PDF. Here is their thoughts and where they are encountering issues: A consistent comment I am hearing from the team is about exporting directly to PDF. So far, it would be impossible to export proposals directly to…
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Ability to manually close/complete the "RFI Submission Due" task.
Logicalis has requested the ability to manually close/complete the "RFI Submission Due" task that, as per the current implementation, completes only when the project is marked complete. They've requested us to make this a priority enhancement request. Company ID: 6019d8d25e3958416d5c87dc Pod Name: POD1 (us-west-01) [US…
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Allow Independent "Exclude" Filter in Tag Filtering (Match Content Library Behavior)
Client Fortrea loves the new enhancement that allows for better filtering of tags with any/all/exclude. However, they would ideally like to have this match how it is in the Content Library, where the "Exclude" is on it's own. This allows them to both exclude a specific tag while filtering to other specific tags. Would it…
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Sort by Trace Score
Source & Summary: This feature request originates directly from customer feedback. Our customers have recommended that we provide the ability to sort content by its Trace Score on the Answering page, AI Drafts, and/or within Guided Projects. They state this capability would provide them with tremendous value.…