105 results found
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Tags for Document Library
Tags for Document Library
4 votes -
Sub-Questions for Excel
The new Loopio Sub-Questions feature is currently only available for Word questionnaires, not Excel.
15 votes -
Import Error direction
When importing documents, we sometimes get an error message. Would be great if by clicking on the message, it can direct us to exactly where the error is so it can be fixed
9 votes -
Export Loopio Project to Salesforce
Export Loopio Project directly to the Salesforce Opportunity / Account that was associated with the project
3 votes -
Import of fake/special character checkboxes (aka checkboxes that are not interactive)
Customer receives source documents with "fake checkboxes" that Loopio cannot detect or import
3 votes -
Project Attachments
Be able to see all attachments used/attached in a project in one place. This way admins working on the project can have a list/itemized view
3 votes -
2 votes
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Project Milestones API endpoint
Create API endpoints to create, update and delete Loopio Project Milestones.
2 votes -
GenAI plugged into other sources of data
Pulling content from other sources of data like support website or product tools that store information about functionality to generate responses from
6 votes -
Polish Translations
Client would like to have polish language added to our list of languages for project translations
6 votes -
Standard Additional instructions Generative AI
The ability to have standard/default "additional instructions/prompts" saved for use in the project space
3 votes -
Export Document Library
Customer is looking to export entirety of document library.
2 votes -
Exporting all projects to one PDF with visible attachments.
Customer wants to be able to export all due diligence reports into one PDF file showcasing all the different attachments in the same style as our Loopio Trust Package.
2 votes -
Gen AI Search 'Submitted Documents'
Gen AI should search the 'submitted documents' in other projects as well as the source document of the project.
3 votes -
Support Excel files with 100+ columns
Support Excel files with 100+ columns
4 votes -
Increase the 20-entry limit to run Gen AI on all entries in a project
Salsify would like to be able to run gen AI on all the entries in a project. They would prefer to select all entries, walk away and wait for it to run, then come back and edit, understanding that running Gen AI on all entries would take time. Their project size ranges between 200-500 questions.
5 votes -
Sequential review that preserves the history of the review cycle between review steps
Need to see and report on all changes made and by whom during a multi-step library review, in addition to the final saved review.
2 votes -
Export Loopio Projects to Dynamics
Export Loopio project to Dynamics. Same way as it exports to Seismic and Highspot
2 votes -
Improve library search capabilities of Seismic
Improve search results when searching for Loopio content in Seismic
2 votes -
2 votes
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