133 results found
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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 -
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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Report on number of times a question has been asked
Would like to be able to search or report on how many times a question has been asked across all projects created in Loopio.
2 votes -
Import Empty Question
Import Empty Question cell to be filled out in Loopio
2 votes -
2 votes
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Map Hubspot Deal fields to Loopio project Merge variables when creating a project from Hubspot
Automatically Map fields from Hubspot Deal to Loopio Project Merge Variables when creating a loopio project in Hubspot.
2 votes -
Excel import answer sets from hidden sheets
Able to identify Answer sets from a data validation hidden sheet.
2 votes -
Updates for Peer Review and better project Management
The customer hopes for more flexibility within the project workspace to allow for peer reviews and updates. It would make such a huge difference to us if we had the ability to peer review directly in a project using buttons to indicate: Correct, Partially correct and Incorrect
Overall this would help with better reporting accuracy
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 -
Display "Last Reviewed Date" for Library Users
Library users are unable to see the last reviewed date, only the last updated date. These are often not the same date, because the entry was edited for grammar or phrasing since the previous review cycle. Allowing Library users to see the "Last Reviewed Date" would increase confidence in the answer.
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 -
Reporting Dashboard addl Filters
New fields in reporting dashboard:
1. Add custom date range in the filter "Entries used in projects"
2. Add new column in table of the usage of the entries based on that date. Currently it only shows 'total usage all time'2 votes -
Edit multiple entries with Gen AI
Use Gen AI to edit multiple entries in bulk. For instance, to edit multiple project entries from US English to UK English.
2 votes -
Attachment to display in list view instead of tile layout
Attachment to display in list view instead of tile layout
2 votes -
Display attachment title upto 50 characters atleast
the name of the document only shows 12 characters. This be expanded out to a reasonable number e.g. 50 characters
2 votes -
Announcements
Ability to add text files to the announcements section( Images, gifs and more)
2 votes
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