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||Short Description||Link to Chapter in this Guide|
|COMOS Interface||Automated import of COMOS meta data and files based on xml|
|New options for document numbering||Compute the document number based on any meta data|
|Keep Downloads||Keep all downloads in „Files in Progress“ window|
|Zip upload||Enable the upload of all document files via zip file. FTP server is not needed anymore.||Import Documents with attachments|
|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 Actions|
|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|
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|
|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)|
|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 using 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 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 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 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|
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|
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)
|Transmittal Slip Check||New feature will check if the user selected at least one attachment per document within a transmittal slip||Submit documents using 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.
|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|
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.
|PIRS Social Networking|
Send encrypted e-mails to recipients using S/MIME.
Filling of encrypted mail form the project inbox is also supported.
|Sending encrypted E-Mails|
Organize PIRS correspondence and documents by defining special keywords (Tags)
|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 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 using 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
|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|