RocketDocs 2.49 Release Notes

RocketDocs 2.49 Release

RocketDocs releases its enhancements monthly on the last Tuesday of every month. The maintenance window is between 8 pm and 11 pm Eastern time. During this time you may experience some irregularities in your site and brief disruptions in service.

Content

  • Content Search Box – The content search box has been relabeled for more clarity and a more user-friendly experience.

  • Ability to Bulk Reassign – Users with administrative access can now bulk reassign content from the Bulk Attribute Updates module.

  • Addition of Column Selection and Column Order to Saved Searches – Users can now add column selection and column order to their Saved Searches for a more robust Saved Search capability and for enhanced content reporting.

Projects

  • Generative AI Source Enhancement – Core users can now see where the information for their generated responses was sourced from.

  • Ability to Select Autofill Confidence Level – Core users can now select the level of confidence that will be used by RocketDocs autofill to complete their proposal drafts, for a more customized user experience for each user.

Global

  • Ability to See What Sorts & Filters are Set, at a Glance, in Content & Projects – Users can now see the sorts and filters that are set on the content and project tables more easily.

 

Addition of Time Periods to Date Filters in Content, Project, and RapidDocs Tables – Time periods are now included in date filters across the platform for more dynamic reporting capabilities.

Administration

  • Redefinition of RocketDocs License & User Types – We have redefined RocketDocs License and User Types in the Add/Edit User module, to better align the Users’ side drawer with the RocketDocs’ licensing model. The goal is to make the process of adding/editing users a more straightforward/intuitive experience.

Google Workspace

RocketDocs now integrates with Google Docs and Google Sheets for uploading content and projects. Please reach out to your Customer Success Manager to enable this functionality in your tenant. Available August 20th in beta.

Newly Released

Our Approach to Generative AI for Private Data 

For customers wanting to make the most of their private data, at RocketDocs our next generation Generative AI will offer a secure in-house solution.  It doesn’t make calls outside our system to third parties, so your data never leaves our environment.  This means RocketDocs can answer more questions for you without the unnecessary additional risk of sharing your data with third party systems, like ChatGPT. ​ 

  • It is private, using only your data​ 
  • Generates answers by stitching together a response based on facts contained in your content library 
  • Nothing leaves our servers​ 
  • Leaves fewer blanks when prepopulating responses​ 
  • Generated responses are highlighted for human review and once approved are by available for future use 
  • Unlike third party general models, ours will enable uncensored, fine-tuned models​ 

Two Layers of AI are Better than One. 

Two layers of AI. One generative, one non. This gives you the ability to have appropriate safeguards to minimize the chances of “hallucinations” accidentally making it into materials. The non-generative AI will always be run first, this AI will always pick directly from a preapproved subset of content library responses. With information from your library always being pulled first, our generative AI will not have the chance to create a backlog of duplicate responses, which is a problem many companies that use Generative AI will face.​ 

Once the non-generative AI work is finished, the generative AI can be invoked to help to respond to remaining questions. The answers filled in by the generative AI are purposely treated as drafts and highlighted for the writer, until they have been reviewed and approved by a human. Once approved, the newly created responses become part of the RocketDocs libraires, to be available for use by the non-generative AI. This helps to ensure that reviewed and approved content always receives priority, before the generative AI is used.​ 

By integrating these AI tools and features into RocketDocs, you can streamline the response management process, improve the quality of responses, and increase your organization’s overall success, accuracy and efficiency.  

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