66 results found
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Team Sign-Off/Review Requirement
Within existing 'Teaming' feature - add ability to assign something to a team and every team member confirms when they have answered and/or reviewed. For example, I need a full team to review my executive summary, I would like to be able to assign a whole team and then each individual can 'mark off' or otherwise indicate when they have reviewed. Even better if they can then stop getting emails after they have reviewed.
1 vote -
2 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 -
API for Loopio Library RAG or Embeddings
Create a library endpoint that provide RAG or embeddings to train customer LLMs
2 votes -
Keyword search
Workiva would like the ability to search for keywords in the review from projects bucket. The search should be across all pages/projects
2 votes -
2 votes
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Add font size of 36 points
Wants to add the option to have the font size of 36
1 vote -
conditional logic for reviews
When doing multi step/assignee review the Marigold team has let us know they usually assign their legal team as the second/final reviewer. The ask is for reviews by the "legal team/conditional reviewer" to only be triggered if the reviewer before them has made any changes to the library entry. If no changes were made, it doesn't need to go to Legal and can be marked as complete
2 votes -
Mandatory Answer fields in Project Answers
Here's a scenario from a customer:
One of the last projects has had two types of responses: one with drop-down (mapped as Answer Set(s) and one narrative (compose answer). The issue that we encountered was that some of my colleagues forgot to choose one option from the answer set.
They want it so that the writer passes the response for review; he doesn’t get the option to forget to add one of the responses.1 vote -
Export Go/No-Go
Ability to export go/no-go matrices and results for external/wider sharing
1 vote -
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 -
Updated Automation Rate Metric
Customer would like to see an updated and more granular automation rate metric within Loopio. Feedback is that while they are using magic, search, past projects, the metric as it currently stands is not an accurate representation of
1 vote -
3 votes
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Do Not Replace Merge Variable with Actual Value when using GenAi
Customer has flagged that when using GenAI, merge variables are replaced with actual value. As per JIRA PLAT-31914, this was a product decision made to replace merge variable with actual value when using genAI. Customer is concerned and would like to request that this be updated to keep merge variables as merge variables. When suggesting to library etc, it increases possibility of human error and possible compliance issues as customer names may be inadvertently added to the library.
1 vote -
Admin Override Review Cycle
Customer Comments: "As an admin, I should be able to override the review cycle. I should be able to do whatever needs to be done, on a piece of content that's in current review. So if the person is out for a long period of time, I shouldn't have to pull all those and reassign them. I should be able to go in and approve them for that person or something of that nature. And that's not an option. But I think as an admin, you should have that level of control."
1 vote -
Add Bynder as a Cloud Service Provider
Add Bynder as a Cloud Service Provider to pull Brand content and creative assets to provide in proposals in Loopio. The goal is to always have the most up-to-date content.
3 votes -
ability to see all questions for a project reviewer
User wants to have their Project Reviewers see all Questions and Answers in the Project and can add comments. This is something we’d like to have for the bid team
4 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 -
questions per attachment
Some projects require multiple sources/attachments. We would like to be able to see how many questions are in each attachment or document
2 votes -
Page Count
Some questions or responses have requirements to be answered in x amount of pages for each answer. We only have the character count but not the page count and are unable to determine how many pages our answer is taking till we export
3 votes
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