20 results found
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Sub-Questions for Excel
The new Loopio Sub-Questions feature is currently only available for Word questionnaires, not Excel.
16 votes -
Merge Imported Documents
merge' two documents imported to the project space, move around questions / sections between the two and ultimately download one single consolidated version?
3 votes -
Export AI Composed Info (Excel)
Export AI Composed information to excel to track sources in exported document.
2 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
10 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
4 votes -
Excel Add-In Auto Detect Multiple Answers Sets Drop Downs
Auto-Detect multiple answer sets from drop downs in Excel Add-In
2 votes -
Edit Upload Source Documents List
ability to tailor or edit the source documents pane
2 votes -
2 votes
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2 votes
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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 -
Support Excel files with 100+ columns
Support Excel files with 100+ columns
4 votes -
Import Empty Question
Import Empty Question cell to be filled out in Loopio
2 votes -
Excel import answer sets from hidden sheets
Able to identify Answer sets from a data validation hidden sheet.
2 votes -
Multiple Users Map and Import Simultaneously
2+ people map and subsequently import source document Q&As while working together on different browser tabs.
2 votes -
Ability to set export settings for each document in a project when exporting all documents
For example, when exporting a project built from a template with a questionnaire, set only the questionnaire to "Export Questions to left of Answers".
2 votes -
Able to use one answer set for multiple checkboxes.
Currently if one question has multiple checkboxes multiple answer sets has to be created. it will be nice to have one answer to have multiple options and map the checkboxes.
4 votes -
Remove the "compose answer" box from Parent Question
While we're so glad there is a sub-question feature available now, we were expecting a way to remove the "compose answer" box from the parent question. We find that the majority of the time, the parent question doesn't require a response however, it appears we are unable to mark that entry complete until we add an answer so we've been using "delete in export".
2 votes -
Documents Sorting
When importing multiple documents into projects. Loopio automatically sorts them alphabetically in the sidebar. Providing the option to sort them as imported is imperative as alphabetically sorting does not help and confuses the team due to the type of docyments being worked on
2 votes -
3 votes
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Hyperlinks Exported in Excel Projects
The customer provides a lot of hyperlinks for resources (e.g. websites, videos, etc), and would like the hyperlinks to export into Excel source documents.
1 vote
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