Create a Comment using a sent Transmittal Slip

As mentioned above you always have the opportunity to store and document internal and external remarks and comments concerning one or multiple document revisions by using the PIRS file viewer or by creating a new PIRS Comment. Furthermore it is also possible to upload emails from your personal mailbox or your project mailbox as a comment to one or more documents.

In general documents in PIRS are distributed using a PIRS Transmittal Slip which your customer will receive as an email. The customer will presumably reply to the received transmittal also in form of an email within which he/she will include his/her comments.

In order to save time and effort it would take to select the documents to which the comment refer to manually, PIRS offers you the option to file the customer not simply as a comment to the documents in question but rather as a reply to the originally sent Transmittal Slip (TS).

By filing an email as a reply to a sent TS, all documents that were distributed with the TS will be automatically linked to the new Comment. Also, during the filing process PIRS will recognize that the filed mail must be a comment based on the preselected TS.

So in case you have sent a TS to a customer and recipient has sent his comments in an email you can first select the TS in PIRS.

Then click the action "File from Personal Inbox as Reply to selected document". You can of course at this point also enter the project mailbox instead of your personal mail file. In both cases a connection to the mailbox will be initiated.

The filing process that follows is the same as already described in the previous chapter. However, PIRS smart pre-selection will already select the correspondence type Comment saving you the manual selection. In addition, you will find that all documents that were sent with the selected TS will be pre-selected for the new Comment. Furthermore, you will be able to adjust the status of each document individually or in a bulk, allowing you to reflect the customer status directly in each document. Compare to the following screenshots.