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Guest portal save button
This is a request from Carmel Partners. They tested out the guest functionality and ran into an issue where the invited guest's answer wasn't saved because they didn't click out of the answer box before leaving the portal to initiate the save feature. They would like us to add a save button for the user to be able to click…
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Response Projects: Extend “Help Text” Mapping Support to Excel Source Documents
I’m submitting this enhancement idea on behalf of our strategic client, Microsoft. Overview Microsoft’s Project Managers frequently use the Help Text mapping option when creating Response Projects. This feature provides valuable contextual guidance to authors without making the content editable or included in exports.…
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Enable AI to Recognize Contextual Relationships Between Dropdown and Freeform Answers
UPS received a proposal that was formatted with a dropdown answer type then a subsequent answer for freeform comments relating to that dropdown answer. When AI was used to answer that freeform comment, it pulled generic information about UPS, not information specific to that dropdown question from their customer. The…
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Author-Level Review Tracking and Checkmark Functionality at Question Level
Elevance's previous system allowed subject matter experts (SMEs) to track and sign off on their individual contributions at the question level, not just the section level. In Responsive, they find this workflow challenging because current review and tracking capabilities operate primarily at the section level, or via flags…
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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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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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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.…