117 results found
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Edit Upload Source Documents List
ability to tailor or edit the source documents pane
2 votes -
Improved Individual Permission Functionality
What I am really looking for is a bit more granular, maybe at the individual or team level. With Qvidian, you can actually adjust permissions at the individual level. Of course it was not quite as easy because you had to be careful with certain global permissions that would hold even if you adjusted at the individual level but it did provide greater flexibility when wanting to turn certain things on/off for certain people.
1 vote -
Salesforce Object field sync user
Able to sync to a user name and not bring over the user's id number
2 votes -
Sharepoint Iframe Integration in Loopio Project and Library
A sharepoint integration that is an Iframe which allows customers to interact with their Sharepoint content from Loopio.
2 votes -
Limit Loopio ability to Read ALL customer data when using Sharepoint as Cloud Provider
Today, the Cloud Provider integration for Sharepoint is able to read all customer data in Sharepoint. This request if to limit Loopio's access and to give Loopio permission to only specific parts of Sharepoint that the customer wants to give Loopio access to.
2 votes -
2 votes
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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?
2 votes -
Automatically pull Salesforce Opportunity Owner field as Loopio Project Owner
Ability to fill Loopio Project Owner as the SFDC Opportunity/Account owner.
3 votes -
Support Onyx.App AI tool in Loopio for Projects, Library
Use Onyx.App inside Loopio to answer project entries and share information with the Loopio Library.
2 votes -
2 votes
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Support Lookup fields in Salesforce
Loopio Custom Project Fields cannot be linked to Lookup fields in Salesforce Opp/Account. This request is to support this to allow customers to easily relay any information they stored in Lookup fields to Custom Project Fields in Loopio Projects.
2 votes -
Edit Text Selection for Translated Documents
Ability to 'edit text selection' for imported translated Word RFPs
2 votes -
2 votes
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Project Milestones API endpoint
Create API endpoints to create, update and delete Loopio Project Milestones.
2 votes -
Export Document Library
Customer is looking to export entirety of document library.
2 votes -
Tags for Document Library
Tags for Document Library
4 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 -
Duplicate a project PLAN template in Admin
The team leverages the Project Milestones features to edit and maintain key milestones in the project. However, when editing these, they'd like a quick way to duplicate and apply new milestones and plans if needed
Right now it is a manual process to recreate a plan from scratch
1 vote -
Add Entry Owner to Library Review edit page
The Entry Owner field is missing from the Edit page for Library reviews and Reviews from Projects. Adding this field to the editor would enable more meaningful usage of the Entry Owner field and make it easier for customers to reassign content if the review needs to be assigned to the entry owner.
1 vote -
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
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