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Export AI Playbook results in table format
Add an ability to export the results/redline recommendations of an AI Playbook run to a table. Ideally, a user could click to create an Aline document that includes a table with the rule, explanation, and recommended edits (track changes).
0
3
Live Sync for Repository
Customers ask for live sync from gdrive, sharepoint, dropbox, etc. to and from their original repository.
1
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in progress
2
Termination Status
It would be great to have a status option of "Terminated" so we can filter in/out terminated agreements.
2
2
Convert PDF to Aline Doc
Currently playbooks and the AI chat work with PDFs but we can't convert PDFs to editable Aline drafts to redline.
0
2
The ability to expand name or fields in the PARTIES view and to have the quick view button.
0
2
Track changes: add arrow view to side menu to go in chronological order through the document.
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2
Add documents to launched workflow
Some situations require additional documents (such as HR verification) once a workflow has been launched. Customers want to be able to have counterparties add/upload additional documents if necessary.
0
2
Duplicate Reports
As a user, I don't want to add all the prompts I've already created to duplicate a report but rather slightly refine or add/eliminate just a few columns. Duplicating reports would help me do that.
0
2
find and replace
global find and replace in draft documents
3
2
Change Signatory
Enable the ability to change signatory without reverting to draft and deleting all signature fields. Counterparties should be able to forward/reassign signature on their own.
1
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in progress
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