Risk Management Platform Ideas

Client Usage by Month – We would like to run a report that shows how much our client has used the RMC each month, rather than having to run a report every month and figuring it out by client. With the large number of clients we currently have enro...

ATE notification emails include a link through which users can immediately respond to a question. The link only works if the user is currently logged into the platform in their default browser. When a user is not logged in, the link directs to the...

The system does not allow the same document to be added to the cart twice, but doesn't provide any indication as to what documents have already been selected until after you try to re-add. Suggest to replace the Add to Cart link with a Remove from...

The only confirmation that you have added a document to the cart is that the number changes on the cart icon. The cart icon scrolls off the page, so in many cases there is no visible indication. Suggest to either make the cart icon float on the pa...

Per Curt: Need to implement a system whereby ATE questions can be sent to both HG and Succeed for response. Upon response, client will receive an email telling them to login to see response. Responses can include documents from Resources or Librar...

Add a "EULA Pending" state for clients that will be displayed in the Last Login column of the client table in HGA and the Company table in SA that will be displayed instead of "No Logins" when the primary user has logged in but has not yet accepte...

When submitting a copy of the welcome email the copy one is submitted to the primary user of the admin site. It should instead be sent to the user whom is logged in.

There needs to be a way to inform new HG Users of their logins. Add a checkbox below the role dropdown that says "Send login information to user". If checked, will send an email to the user with their credentials in it. Mirror the Employee cred...

1. Include a Select all checkbox at the top of the list of documents/below the search box 2. When users click Delete the normal procedures

PLP requests that users be able to select and move documents without needing to down/upload or re-add from the library 1.. Add a batch operation to My Content called Move which would allow the users to check documents or entire folders containing ...