In this chapter you will find a list of release notes that will be maintained and adjusted with every new release and that will give you the opportunity to follow PIRS newest features.
Regard slide in overview presentation listed above
| PIRS Release | New feature / Component | Short Description | Link to Chapter in this Guide |
|---|---|---|---|
| 3.50 | Presentation Overview | ||
| Bulk Changes | Provide append and remove operations for multi value fields | ||
| Documents | Transfer Tags to new Revision | ||
| General | Add history entry in Contact when modification was done by sync job | ||
| 3.47 | Presentation Overview | ||
| Workflow | List additional recipients in copy of workflow notifications | ||
| Rich Text Editor | Update of integrated Rich Text Editor to provide following improvements:
| ||
| General | Update Reference Number with default correspondence code also when recipients in To field are removed | ||
| 3.45 | Presentation Overview | ||
| Predefined Action | Reply and Forward with predefined Document Actions | ||
| General UI | Possibility to optimize/reduce Forward & Reply Button Menu | ||
| Filing | Filing of Draft E-Mails possible | ||
| Document Import | Inherit fields from previous revisions in documents received from Portal | ||
| File Viewer | New style options | ||
| 3.44 | Presentation Overview | ||
| Document Import | Inherit fields from previous revisions in imported documents | ||
| Filing | Define display mode for mails filed via drag&drop or wizard | ||
| File Viewer | New annotations to insert and to replace text | ||
| API Improvement | Synchronize contacts with MS Graph API | ||
| 3.43 | Presentation Overview | ||
| General UI | Highlight number of entries that can be imported | ||
| File management | Define default names for:
| ||
| 3.42 | Presentation Overview | ||
| Search | Improve field search (finds any match) | ||
| Filter | New filter for correspondence thread | ||
| Duplicate check | Check for duplicate e-mail addresses | ||
| General Improvements |
| ||
| 3.40 | Presentation Overview | ||
| General UI |
| ||
| File Viewer |
| ||
| 3.39 | Presentation Overview | ||
| Document Import | New option that allows users to link imported Documents to Action Items | ||
| Correspondence | Warn user if correspondence size exceeds allowed limit | ||
| Action Items | Define templates (PDA) for Action Items | ||
| UI improvements |
| ||
| 3.38 | Presentation Overview | ||
| Workflow |
| ||
| File Viewer |
| PIRS File Viewer | |
| General | Improved e-mail notification for Posts | Please contact your service desk for further information | |
| 3.37 | Presentation Overview | ||
| UI improvements |
| ||
| Mobile UI | New grid to show "My Action Items" | Please contact your service desk for further information. | |
| 3.35 | Presentation Overview | ||
| Correspondence | Attach cover page to Transmittals and Comments | Submit documents - Transmittal Slip | |
| Documents |
| Create new revision | |
| Tags | Tags are tracked in the log history of Correspondence, Documents and Action Items | Document log | |
| 3.34 | Presentation Overview | ||
| File Viewer | Measurement tool in File Viewer | PIRS File Viewer | |
| Improve Exports |
| ||
| 3.33 | Presentation Overview | ||
| UI Improvements |
| ||
| Address Book |
| ||
| 3.32 | Presentation Overview | ||
| File Viewer |
| PIRS File Viewer | |
| General Improvements |
| ||
| Interfaces | Support of Client Credentials Flow | Please get in touch with your Service Desk for further information | |
| 3.31 | Presentation Overview | ||
| New Features |
| ||
| UI Improvements | Optimize color selection in Editor | Rich Text Editor | |
| File Viewer | New options to extend access permission | Please get in touch with your Service Desk for further information | |
| 3.30 | Presentation Overview | ||
| UI Improvements |
| ||
| Notifications | Added further recipients to Post notifications | Posts | |
| Interfaces | Synchronize Users and User Groups via MS Azure AD | Please contact your PIRS responsible or your SOBIS Service Desk for more information. | |
| 3.29 | Presentation Overview | ||
| General improvements |
| ||
| 3.28 | Presentation Overview | ||
| New Rich Text Editor |
| Rich Text Editor | |
| Enhance Create File from Template | This feature is now also available in Correspondence | Create file from template | |
| Enhance Mobile UI | Display Action Items in Mobile UI | Please contact your SOBIS Service Desk for further information | |
| File Viewer Improvement | File Viewer opens in "read-only" if underlying Document is checked out by someone else | PIRS File Viewer | |
| 3.27 | Presentation Overview | ||
| Enhance access concept | Provide additional access roles to enhance privileges for team members | Please contact your SOBIS Service Desk for further information | |
| Enhance notification feature | Send summary list of Action Items (daily, weekly or monthly) | Please contact your SOBIS Service Desk to enable this feature | |
| UI improvements |
| ||
| Layout improvements | Improve visibility and scalability of buttons and menu items | Please regard the presentation and contact your SOBIS Service Desk for further information | |
| Interface | Several small enhancements on the existing APIs | Please regard the presentation and contact your SOBIS Service Desk for further information | |
| 3.26 | Presentation Overview | ||
| General improvements |
| ||
| 3.25 | Presentation Overview | ||
| UI improvements |
| ||
| Reports |
| Please contact your SOBIS Service Desk for further information | |
| 3.24 | Presentation Overview | ||
| Check in / Check out |
| Check-out & check-in | |
| New File Viewer Features |
| PIRS File Viewer | |
| UI improvements |
| ||
| 3.23 | Presentation Overview | ||
| Correspondence Follow Up |
| Correspondence Follow Up | |
| Correspondence Grids |
| Customize a grid | |
| New File Viewer Features |
| PIRS File Viewer | |
| UI Improvements |
| ||
| Excel Export |
| Export grid to MS Excel | |
| 3.22 | Presentation Overview | ||
| Correspondence |
| ||
| UI improvements |
| ||
| Auto Filing |
| Autofiling | |
| Action Items |
| Action Items | |
| Reporting |
| Reports based on templates | |
| 3.21 | Presentation Overview | ||
| Improve file handling |
| ||
| UI improvements |
| Workflow | |
| New option for PDA |
| ||
| 3.20 | Presentation Overview | ||
| Support of OAuth 2.0 |
| To learn more about OAuth protocol and how it can be introduced in your company please contact the PIRS service desk. Additional information can also be found here. | |
| Auto clean up of Replies |
| Please contact the PIRS service desk for more information. | |
| UI improvements |
| ||
| 3.19 | Presentation Overview | ||
| UI improvements |
| User Interface and Navigation | |
| Enhance filter options |
| ||
| Enhance options for bulk actions |
| ||
| 3.18 | Presentation Overview | ||
| Faster filing of emails (via drag and drop) |
| ||
| Improved navigation |
| ||
Define sort order for selection fields |
| Contact your PM for more information and assistance on setting up the desired orders. | |
| Improved new Revision option |
| Create new revision | |
| Access all files of linked items within Action Item |
| Action Items | |
| Improved sending process for TS |
| Submit documents - Transmittal Slip | |
| Privacy statements available |
| Help & Privacy Statements | |
| 3.17 | Presentation Overview | ||
| Workflow Bulk Processing |
| Workflow | |
| New workflow configuration options |
| Please contact your Service Desk for additional information | |
| New sort options | Allow sorting of check in / check out column in document grids | ||
| File Viewer Improvements |
| PIRS File Viewer | |
| 3.16 | Presentation Overview | ||
| Improved Auto Filing |
| Please contact your Service Desk for additional information | |
| File Viewer Improvements |
| PIRS File Viewer | |
| 3.15 | Presentation Overview | ||
| File Viewer | New File Viewer User Interface with many new features | PIRS File Viewer | |
| 3.14 | Presentation Overview | ||
| REST API for Office365 | Support of MS Graph REST API for Office365 | Please contact your service desk for further information | |
| Project visibility | Global Scope for Projects | ||
| Display of fields in Document | Hide Customer or Supplier details in Documents | ||
| Display of tabs in Document | Customize the tab order in Documents | ||
| Extend mobile UI | Approve/Reject Documents in PIRS mobile UI | ||
| 3.13 | Technical Release | Bugfixes, Performance, Security, Support of additional fonts in PDF | Please contact your service desk for further information |
| 3.12 | Presentation Overview | ||
| COMOS Interface | Automated import of COMOS meta data and files based on xml | Interfaces with CAD, PDM or ERP systems Please also contact your service desk for further information | |
| 3.11 | Presentation Overview | ||
| New options for document numbering | Compute the document number based on any meta data | Create new document | |
| Keep Downloads | Keep all downloads in „Files in Progress“ window | PIRS Downloads | |
| 3.10 | Presentation Overview | ||
| Zip upload | Enable the upload of all document files via zip file. FTP server is not needed anymore. | Import Documents with attachments | |
| 3.9 | Presentation Overview | ||
| Implement Comment Review Sheet in Portal | Create Comment Review Sheet for any Document in PIRS:Portal. Transfer your Comment Review Sheet Items to PIRS:Portal and vice versa. Share and track feedback to Documents with all project partners. | Comment Review Sheet (CRS) | |
| New Option for Predefined Action | Predefined Action is available also for Library Items. | Predefined Document Actions | |
| 3.8 | Presentation Overview | ||
| Layout of the Document header | Redesigned the layout of the Document header. Display all field labels. | Create new document | |
| New option for Predefined Action | Predefined Action is available also for Letters. | Create and send a letter | |
| Easier organizing | Mark multiple items as Favorite in one step. Tag several items in one step. Create a new Action Item for several Documents or Correspondence in one step. | ||
| New view | "My Correspondence > Send (Distribution List)" shows all notifications send via Distribution List | ||
| Define default display of sections | In the user settings you can define that PIRS keeps the display of the sections. | User Preferences and Set-up | |
| 3.7 | Presentation Overview | ||
| Introduce Comment Review Sheet | Review documents internally before sending them to partners Share comments between all parties Follow up the whole commenting process Give feedback to documents in a uniform way Perform exhaustive commenting within PIRS (centralized) | Comment Review Sheet (CRS) | |
| 3.6 | Presentation Overview | ||
| Import contacts | Import contacts into the address book via MS Excel | Import Contacts based on Excel Sheet | |
| Improve notification of Action Items | Inform responsible or other users if Action Item is created | Action Items | |
| Improve the mail box search | Ignore quotes and asterisk in mailbox searches | ||
| 3.5 | Presentation Overview | PIRS Highlights 3.5 | |
| Move recipients of a correspondence | Move recipients of a correspondence easily between TO/CC/BCC/Doclink via mouse click | Create and send an email | |
| Customizable new button | Define preferences for news buttons in personal settings | User Preferences and Set-up | |
| Additional sort options | Allow sorting within grids of correspondence in read mode of a document | Read Mode vs Edit Mode | |
| Optimize Actions | Allow execution of documents actions within a Transmittal or Comment | Submit documents - Transmittal Slip | |
| Additional tab information | Show number of available entries in every tab | Regard respective slide in overview presentation listed above | |
| Add Send By field to Thread | In addition to the From field we also display the Send By field in correspondence thread/timeline | Regard respective slide in overview presentation listed above | |
| Improve the display of sent documents | Improve the display of sent document files in Transmittals and Comments | Regard respective slide in overview presentation listed above | |
| Display of delete button | The delete button will be visible for a single record to facilitate | Deletion concept | |
| Predefined Document Actions (Default Values) | Predefined Document Actions will support now default values (if no other value has been defined) | Predefined Document Actions | |
| Smart pre-selection when Filing | Smart pre-selection of default correspondence types during filing helps to avoid mistakes | Personal Mailbox , Create a Comment using a sent Transmittal Slip | |
| Enable context menu in navigator views | Display additional menu options if you click the right mouse button in navigation | Customize your project dashboard | |
| Predefined Document Actions (Display) | Open Predefined Document Action directly from Meta Document | Predefined Document Actions | |
| 3.4 | Presentation Overview | PIRS Highlights 3.4 | |
| Improve page navigation | Show number of selected records within page navigation | Regard respective slide in overview presentation listed above | |
| Bulk Changes for Action Items | Modify multiple Action Items in one step via Bulk Changes | Action Items | |
| Additional filter in administration | Allow to set filter in Correspondence Code administration | Correspondence Keywords | |
| Improve Predefined Document Actions | Use definition of Predefined Document Actions also if documents are added afterwards | Predefined Document Actions | |
| New filter | A new "Select All" option in column filter to allow easier and faster selections | Regard respective slide in overview presentation listed above | |
| Computed numbers | Allow Customer- and Supplier Document Number to be generated automatically by external systems. | Please, ask your PIRS contact or your Service Desk for more information. | |
| Improve file upload | Files can be dropped almost anywhere to upload. The "Drop files here to upload..." section is not required anymore. | Manage Attachments | |
| Enhance Create File from Template | Additional search wizard allows to generate template based on found documents. | Create file from template | |
| New API for Action Items | Allow creation of Action Items via API. | Please, ask your PIRS contact or your Service Desk for more information. | |
| SSO / FIMS | Single Sign On via Federated Identity Management Service. | Please, ask your PIRS contact or your Service Desk for more information. | |
| 3.3 | Overview | PIRS 3.3 Highlights | |
| Check for mail duplicates | PIRS filing wizard checks whether or not an email has already been filed | Prevent duplicates | |
| "Expand all" / "Collapse all" | "Expand all" and "Collapse all" function is available within Documents and Correspondence | Regard PIRS 3.3 Highlights | |
| Recently viewed | A new view shows all recently viewed documents and correspondences for easy and quick access | Project Views | |
| Date Filter in Mailbox View | Set a time frame for emails to be loaded when accessing your personal or project mailbox to optimize loading performance | Personal Mailbox | |
| Edit recipients of groups | Prior to sending or saving a new mail you are able to remove recipients that were included by adding a PIRS group | Create and send an email | |
| "My Action Items" view on global dashboard | Access Action Items for all projects on your global dashboard | Global Views | |
| 3.1 | Document Check-in/ Check-out | Users are able to check-out and check-in documents. The document will be locked and only available in edit mode for this user. | Document check-in & check-out |
| Print Button | Correspondence, documents and action items can now be printed via direct browser print without creating a PDF version first | Print without print template | |
| Filter Attachment Column | Attachment column does now support filter (Yes/No) | Filter data | |
| Transmittal Slip Check | New feature will check if the user selected at least one attachment per document within a transmittal slip | Submit documents - Transmittal Slip | |
| Edit Correspondence Dates | New optional feature that allows users to update the date of draft letters and library items. Project Admins can update all correspondence dates. | Update date | |
| Rename Attachments | Allows user to modify attachment names without downloading the file | Manage Attachments | |
| Multi-Value Keywords for Bulk Change | Bulk change for documents does now support super-box items, multi-value keywords can be adjusted as well. | Bulk Change | |
| Integrate Active Directory | Optional function allowing to synchronize PIRS users and PIRS access groups with Active Directory | Please, ask your PIRS contact or your Service Desk for more information | |
| LDAP integration | Optional feature that allows to import and update the PIRS address book via LDAP | Please, ask your PIRS contact or your Service Desk for more information | |
| 3.0 | File Viewer | PIRS File Viewer allows to use several common annotation and flag functions such as red lining, notes or underlining. | PIRS File Viewer |
| Social Networking | PIRS Activity Stream displays actions and activities of all PIRS users. Actions and activities listed in the Activity Stream can be commented by creating Posts. | Activity Stream | |
| Encrypt E-mails | Send encrypted e-mails to recipients using S/MIME. Filling of encrypted mail form the project inbox is also supported. | Sending encrypted E-Mails | |
| PIRS Tags | Organize PIRS correspondence and documents by defining special keywords (Tags) | Tags | |
2.4 | View Files | Directly open files (pictures and PDF) in your browser window without downloading them first | View Files within your Browser |
| Save and manage filters | Save personal and public filters for correspondence and document grids | Filter data | |
| New Correspondence view | Follow your received correspondence sent to you as Distribution List | Correspondence received via Distribution Lists | |
| Drag & Drop of Tabs | Arrange the open tabs within your PIRS project content display | Manage your Content Tabs | |
| Action Items | Manage your tasks and meetings, create tasks for yourself and your team and sent reminders | Action Items | |
| Portal | Integrate your customers and suppliers in your PIRS project using the PIRS Portal environment | For more information ask your PIRS project manager, contact the SOBIS Service Desk or read our related blog posts. | |
| 2.3 | Improved preview pane | Download the attachments and copy any text from preview pane | Correspondence Preview Pane |
| Bulk change | Modify the value of multiple documents in one step. | Bulk Change | |
| Download multiple files in one step | Download all files of one or multiple correspondence / documents in one step as a zip file. | Download Attachments | |
| Predefined document actions | Use templates for transmittal slips / comments with predefined field values and document actions | Predefined Document Actions | |
| New options to select document number | Step by step selection in document numbering wizard | Create new document | |
Send Transmittal Slip without document attachments | Transmittal Slip is send without the attachments of the linked technical documents | Submit documents - Transmittal Slip | |
| New report configurations + new report download | Dialog box before report is started with additional report query properties + continue working while report is generated in the background. | Reports | |
PIRS Archive Solution | Export of all project data from PIRS e.g. for project handover to customer / access all project correspondence and documents without using PIRS | Optional Feature | |
| 2.2 | Favorite Entries | Select your favorite correspondence, documents, contacts, companies and contact groups and access them form views or widgets | Favor Entries |
| Global Views | Access all your correspondence and documents from the global dashboard | Global Views | |
| Global Search | Full-test search function cross-project | Global Views | |
| Global Reports | Run reports cross-project | Reports | |
| Search Attachment Content | Include all attachments in your full-text search | Search documents with full-text search | |
| Reply to TS | Use new preselect function for sent documents replying to a Transmittal Slip | Create a Comment using a sent Transmittal Slip | |