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PROD-I-991 Add measuring unit for Image for client understanding
We have received a request from OC Tanner requesting to add the Px next to the measuring/resizing the image as it would be helpful to understand in what units the image is being measured. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Jan 30, 2023 Hi Tarun, Thanks for submitting the idea. We…
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PROD-I-992 New UI view lengthy question directly
The user tries to view the sections from section view, however, the lengthy questions are not completely visible in list view when collapsed. The same question they are able to view it in the classic UI without expanding but, in new UI, the full question is not visible. Video for reference:…
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PROD-I-993 Table splits together with a question (PDF)
Client have a PDF file which contains tables in it and the tables are split-up between the pages. When we do an import and try mapping with table properties its not allowing them to select the complete table and its not possible for them to merge it. We have tried by converting it to word and experiencing the same. Votes 1
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PROD-I-994 Content change in the message box in deduplication process
The client is Accelya. In Deduplication process, would it be possible to change the message received (see screenshot below) to say "Leaving this page will discard applied changes". The message box is the result of hitting save button. Votes 1
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PROD-I-995 Add notary service to autograph
There are online notary services available. We could integrate with one of them and offer notary services along with our esign / autograph offering. Votes 1
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PROD-I-996 Bulk adding alternate questions to multiple library records
The client would like to have the ability to bulk add "alternate questions" to a large number of filtered Q&A records. currently we cannot bulk add in the alternate question field. Here follows why its needed for the client, s they are working to develop their content library with question and answers pairs that can be…
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PROD-I-997 I can't make the user options pain go away!
See video - https://share.vidyard.com/watch/au5p63dwrYPfiTKzzsnFtN? Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Jan 30, 2023 Hi Konnor, Thanks for submitting the idea. This is because, we donot have close option to move away from the pane. We will add this feedback when we plan to redesign…
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PROD-I-998 Styles preview in Org settings
Bullet styles aren't previewing as having bullets. This is what RFPIO is showing in Org Settings Client feel like the actual format should be reflected within RFPIO so that they can trust it will export accurately. Attaching few samples of screenshot below for more visibility Votes 1
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PROD-I-999 File / Figure / Image name are dynamic
Baker Hughes (large enterprise prospect) wants name of files / figures / images / etc to be dynamic based on the location within a project. Meaning Figure 1.2.5 should be renamed to Figure 3.4.5 if two other sections were added before it. This name change would cascade to all other Figure names throughout the document.…
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PROD-I-1000 Align Metadata and Privacy, Usage, and Review
When editing an individual Q&A pair in the CL, Star Rating and Flag are categorized under Metadata. However, when bulk updating Q&A pairs, Star Rating and Flag are included within Privacy, Usage, and Review. It would be great if we could align these two edit windows to match in order to avoid confusion. (Ideally Star…
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PROD-I-1001 Turn Off Tour in Projects
Micro Focus has asked for the ability to turn off the "Tour" when mapping an RFP into a new Project. Users must manually close this feature every time they start a new project and it has become an annoyance. Votes 17 Comments for the idea : Michael Butcher Jan 27, 2023 Microsoft has requested the same for the CCL tour that…
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PROD-I-1002 Upload audio files as documents
A prospect asked if they can upload audio files to RFPIO, as they sometimes use audio files as part of their RFP response. I tried uploading a m4a and a mp3, but they wouldn't upload. I can, however, upload video files. Have we considered allowing this? FYI - this is not a dealbreaker for this client, but they are hoping…
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PROD-I-1003 Recommendation engine Freeze filter
On a Client call one of the frustrations they have is when using the freeze filter for section option in the recommendation engines of projects it does not "Save" this search as such when they move to different questions within the same section(s). Please see attached video for reference. Votes 3 Comments for the idea :…
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PROD-I-1004 User need question pop-up in the link in discussion page
When you click on the link (red box), you get the sections list but you don't see the question. It would be nice, if a pop up opens with that question Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Feb 6, 2023 Hi Pavithra, The question comments will redirect to the respective question. It will…
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PROD-I-1005 User needs to view the question number in discussion properties
* When clicking on i, you get the discussion properties. Would it be possible to add the question number. Because if you have a long list of questions, it's easier to look for the number. Votes 1
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PROD-I-1006 Include Intake Tasks on Daily Task Report
A client wanted to be able to see if they had an intakes to complete, approve, come in, etc. that when that was created it could included on the current daily task report that is sent out. Right now, it is difficult for them to find and track down what else needs to be done and they would rather just have the simple…
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PROD-I-1007 Add review cycles to Catalogs
HSA Bank loves the catalog feature but asked a great question: "Can we set uyp periodic review cycles her just like we can with content". I noticed we cannot do that but it does make sense to do reviews of the catalogs as well. Votes 2
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PROD-I-1008 Custom reports: Add "Author completed date" "Review completed date"
Highmark Health uses the project reports to see who is on time and who is late. They would like to see this across all projects, not just project by project. Custom Reports is an upsell opportunity but may not sell well to them, because we are unable to show the dates in which users complete Author or Review tasks. This is…
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PROD-I-1009 Remove any annotation text if client decides not to use it
A client practiced adding an annotation (internal note) with sample text and decided not to use it. The annotation itself was removed from the project, but the text remained in the answer (see redacted image here (https://drive.google.com/file/d/1ke0p0Bgf8L18UCrgRm9V2i5EUZt7KIFj/view?usp=share_link) ). May be helpful to…
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PROD-I-1010 Revert to Classic UI Experience When Viewing Sections
This feedback is from Evernorth, but I've had a number of customers provide this same feedback: From Heidi: Environment: Production Feature Parity - Users are noticing that when they expand all at the section view in the new UI, the tool crashes/slows down very often. It appears to likely be due to the fact that it expands…
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PROD-I-1011 Arabic UI/Translation
Hi Team - just spoke to KV on this. One of our prospects (ENT), STC from Saudi is looking for Arabic UI and Arabic Content Translation for their proposal needs. Can we check if this is feasible so that we can schedule the next steps with STC. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Feb…
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PROD-I-1012 API to upload/update the documents in the Content Library.
Customer wants to update the documents in Content Library (like uploading new version). But he wants to do programmatically without the need for a user to manually upload each file. The workflow would look something like this: an automated weekly security scan runs > PDF report is generated > the PDF report is…
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PROD-I-1013 Provide option whether Section Template Name prints or not
Often, customers do not want the Name of a Section Template to actually print in the Exported Document. Instead, they only want the content in the Description field to print. For customers like this, we have to provide clumsy workarounds like using non-visible styles etc. to achieve this, but it often causes unwanted lines…
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PROD-I-1014 Find a Translation Service that Permits translation of Q&A between UK and US English
Many of our customers are multi-geographical, and have a requirement to store Q&A pairs in multiple languages. One of the most common is for US and UK English. However, none of our current Translation providers permits US English to be translated to UK English, and vice-versa DeepL comes closest of our current choices, as…
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PROD-I-1015 Add bulk spell/grammar check option
Visa would like to be able to spell/grammar check their Q&A pairs in bulk, without requiring many clicks. This would prevent teams needing to export and do spell checks outside of RFPIO, like many larger RFPs need to do Votes 1
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PROD-I-1016 Proper error message when document not uploaded due to VPN
The client is trying to upload a document into content library, but the document fails to upload when he is connected to VPN. He receives message that 'Error occured. Please try again' It will be helpful for the users if we give an exclusive message that pops up when document fails to upload while connected to VPN Votes 3…
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PROD-I-1017 User wants question number in the view question email
User query - Is it also possible to add the number of the question in the message below? PFA user shared screenshot Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Feb 9, 2023 Hi Pavithra, I belive the user will redirected to the respective question even if the question number is present in the…
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PROD-I-1018 Ability to Update Question Numbers upon Import
Xactly would like the ability to manually update the question numbers (when not retaining source numbering) when they are in the import/mapping screen. Currently they can uncheck the automatic numbering of questions, but to add their own numbering it has to be done at the section level post import. It would save time &…
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PROD-I-1019 Ability to see which questions documents are attached to
Client Xactly would like to be able to see which Questions/Sections a Document is attached to when viewing the Project Documents page. Either by clicking to view the document properties or adding a column that shows which section/questions the document is attached to would be very helpful. Votes 3 Comments for the idea :…
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PROD-I-1020 A B Testing for responses
Client would like the ability to A B test different responses and see a report of which is better. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Feb 9, 2023 Hi Phillip, Thanks for submitting the idea. May I know why the client would like to compare the responses. Can you please elaborate the…