Page tree
Skip to end of metadata
Go to start of metadata

In addition to the option to open and view files directly in your browser, the PIRS File Viewer available since PIRS release 3.0, offers to also annotated all types of office documents (word, excel, powerpoint, PDF,...).

Instead of opening a document in a new tab in your browser, the PIRS File Viewer opens documents directly within your PIRS project. Furthermore, it offers several annotation and flag functions which will be introduced in detail below.

Open Documents in PIRS File Viewer

In order to open a document in the PIRS File Viewer, you need to click the Open File Viewer- symbol presented to you on the right hand side of an office file stored in PIRS. The File Viewer supports about 100 different file formats, most commonly used are PDF or picture formats such as PNG or GIF.

If the File Viewer is activated for your PIRS project, the selected file will be opened within your PIRS project. Otherwise a new browsers tab will be used to display the file.

There are three different sections within the file viewer.

  1. The first allows you to
    1. open the panel () where you can review or edit comments and annotations, view a thumbnail image of your document or access the outline
    2. zoom in or out or generally resize the display ()
    3. switch to the hand tool which allows you to manually move the image around ()
    4. or adjust the display of your document (). Here you can choose for example to rotate the picture or in case the document has several pages display them side by side, continuously or separately.
  2. The second area within the tool bar offers several different annotation tools which will be explained in detail in the following table.
  3. The third area includes
    1. the option to switch to a full screen display or directly print the document ()
    2. a search which allows you to enter a search term. Results will be displayed as soon as you start typing and can be adjusted by using several offered search criteria.

Annotations, Comments and Flags

Following table lists all offered functions to include your comments and annotations within a file in PIRS. Made changes will be saved only after you have clicked save (). Each annotation will display the name of the person that made the changes as well as the time it was made.

SymbolShort DescriptionLong Description

Free hand tool

Prior to making free hand annotations you can pick the color.

As soon as you finished the annotation, the item will appear within the panel on the left hand side.

If you select the item in the panel and then right click on the marked annotation you are able to

  1. leave a comment, explaining the marking for your colleagues
  2. adjust the style (e.g. color, thickness, shape)
  3. delete it
  4. or link a page or URL


Text tools:

  1. Highlight
  2. Underline
  3. Underline Squiggly
  4. Strikeout
  1. To highlight a specific text passage select this symbol then mark the respective text by holding the left click of your mouse.

    You select the color of your highlight prior to highlighting. In addition you can change the style, leave a comment, delete it or include a link by selecting the respective item in the panel and then right clicking on it within the document.

  2. and
  3. You can underline or squiggly underline words or text fragments using these symbols. Simply mark the word or text you wish to underline with your mouse. Prior to marking the text you are able to select the color. As with all other annotations you are also able to change the style, add a comment, delete it or link a URL by selecting the item within your panel.
  4. Words or text elements can be crossed out using this symbol. Select the annotation, then mark the text passage you like to strike out. In addition you are also able to add comments to your strike-through in a message box that will open automatically.

Shape Tools


Within the shape tools you are able to pick between

  1. a Rectangle
  2. an Ellipse
  3. a Line
  4. an Arrow
  5. a Polyline
  6. a Polygon
  7. or a Cloud

For each shape you can select the color of its border and, if it offers it, its fill. In addition you can also select its opacity as well as the thickness.

As with all annotations, these style settings can be adjusted and supplemented afterwards by selecting the item within the panel.

Eraser

The Eraser can be used to delete made notations. To undo the deletion of notations use the keyboard combination (CTRL + Z or for German boards STRG + Z)

Keep in mind that this eraser is not going to erase elements within the document, but only made annotations.

Signature

The signature tool allows you to either draw your signature or initials by hand. Type it with our keyboard or upload a digital image of it.

By selecting  the option "Save signature" you can save the image for later annotations.

The image you upload will be save with your profile, therefore only be available for your own use, not other PIRS users.

You can always delete, replace or add additional signatures to your profile.

Free Text

In order to enter text anywhere on your document select this symbol. Then left click the area within which you like to insert your text.

Enter your text within the box that appears. Color, thickness, text size as well as the box border and fill can be adjusted prior to selecting the area or afterwards by selecting the item within your panel.

Comment Note

Select the comment symbol, then click on the area in the opened file you like to comment on.

A note symbol will appear and the comment box will open in your panel. Here you can add your notes. Then click save.

Should you wish to reply to a comment regardless who left it, you can use the reply feature within the panel.

Callout

A callout is a special type of comment that allows you to point out a specific space or area on your document.

Click on the spot you like to draw attention to. Then use the left click again in order to insert your comment. The selected spot and your comment box will be connected with an arrow.

Stamp

By clicking this symbol, you can temporarily upload an image to be included as stamp within your document.

First click the symbol, next click on the spot you would like to insert the image. Your explorer will be opened automatically, allowing you to select the file.

The image will be included on your document and listed as annotation item in your panel. You can still move, edit and resize your stamp.

Please be aware that a stamp is only uploaded temporarily and will not be stored for the next use.

Rubber Stamp

This tool offers a set of preset stamps for you to choose from. Once you select a stamp you can still move and resize the image right away.

In addition, you can of course also select the item within the panel and further edit the stamp.

Panel features

As mentioned above you are always able to select an annotation within the panel to change its style, add a comment, delete it or add a link to it. Simply select the item, the viewer will automatically jump to the annotation and mark it. Then right click the annotation to open the options underneath.

In order to remove an annotations, regardless whether your have already saved it or not, select the annotation item in your panel, then either click the delete key on your keyboard or open the options listed in the right corner of the item and select "Delete".

Besides the option to delete an annotation, you are also able to edit it.

Furthermore, you can set a status for the item that for example reflects your review result. Here you can choose between accepted, rejected, cancelled, completed and none.

Once you selected the status, it will be listed directly underneath the annotation within the panel. You can always edit or delete the status.

Save and download annotated files

Once you have saved annotations for a file, two more symbols will appear within your document that are visible in edit as well as read mode (compare with screenshot).

  • Click the first new symbol () in order to save the file together with all thus far made annotations a new PDF file. A small box will allow you to edit the file name. By default the original file name will be supplemented with "annotated" and the current date.

The new PDF file will be added to the list of files within the document and can again be open and annotated in your file viewer if required.

  • The second symbol () enables you to download the original file including all made annotations. The file will be converted into PDF. All annotations of the downloaded PDF can still be edited using any common PDF editor.



  • No labels