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

3.81

Presentation Overview

PIRS Highlights 3.81

Comment Review Sheet

Export CRS Items and Replies to MS Excel Template(s)

Others

Show cancel button in Notification prompt

3.80

Presentation Overview

PIRS Highlights 3.80

Comment Review Sheet

Import CRS Items and Replies from Comment Review Sheet (with header section)

General

  • New feature in Image Viewer to simplify navigation

  • New validation for unsaved Posts

3.79

Presentation Overview

PIRS Highlights 3.79

Comment Review Sheet

Import CRS Items and Replies from MS Excel Sheet

General

New filter in Document grids

3.78

Presentation Overview

PIRS Highlights 3.78

Workflow

Allow selection for computed approval workflows

Comment Review Sheet

  • Introduce number for CRS Replies

  • Deletion and restore of CRS Items and Replies

3.77

Presentation Overview

PIRS Highlights 3.77

General

  • Zoom picture in Image Viewer

  • Improve sync with LDAP directories

3.76

Presentation Overview

PIRS Highlights 3.76

General

  • New PIRS Logo

  • Rotate picture in Image Viewer

  • New view "My Events"

3.75

Presentation Overview

PIRS Highlights 3.75

General

  • File Viewer - Align annotations

  • Clear all confirmation box for multiple values field

  • New filter in grids

3.74

Presentation Overview

PIRS Highlights 3.74

General

Upgrade of embedded editor

Smart date filter

Introduction of new smart date filter for all date columns to allow users to filter dynamic for predefined date ranges

Mobile UI

Approve or reject Events in mobile UI

3.73

Presentation Overview

PIRS Highlights 3.73

Events

Add a default list of Cost Impact Items based on templates. Project managers are able to create, change or delete templates.

File Viewer

Improve standard configuration (enable real-time-collaboration mode and document filter)

Others

  • Improve searching in multi value fields

  • Create new Action Items in mobile UI

3.72

Presentation Overview

PIRS Highlights 3.72

Copy Feature

Copy E-Mail, Transmittal or any other Correspondence

3.71

Presentation Overview

PIRS Highlights 3.71

Copy Feature

New Documents, Action Items and Events can be created simply by copying them from existing ones. Depending on the configuration the copy might contain all or some data only.

Notifications

Inform Responsible and Reported By of an Event about new Posts

3.70

Presentation Overview

PIRS Highlights 3.70

Copy Event (Beta)

New Events can be created simply by copying them from existing ones. Depending on the configuration the copy might contain all or some data only.

General UI

Display remaining download time in browser window

3.69

Presentation Overview

PIRS Highlights 3.69

File Import

  • New index column

  • Sort by file name

General UI

  • Provide new option to share links to views

  • Show date calculation under my settings

3.68

Presentation Overview

PIRS Highlights 3.68

Event

Use working days for Estimated Delay in Event(s)

Create new Event

Notifications

New options for summary notification

3.67

Presentation Overview

PIRS Highlights 3.67

Predefined Document Actions

  • Allow working days for Transmittals created via PDA

  • Allow working days for Notices created via PDA

  • Allow working days for Action Items created via PDA

Manage Predefined Document Actions

3.66

Presentation Overview

PIRS Highlights 3.66

Workflow

Define working days for workflow due date calculation

Interfaces

Allow syncronisation of additional fields with Active Directory

3.65

Presentation Overview

PIRS Highlights 3.65

Workflow

Allow administrators to add responsibles to pending workflow

Address Book

Introduction of new job title field in Contacts

Others

Add customer and Supplier Status to Query & Response Dialog

3.63

Presentation Overview

PIRS Highlights 3.63

Workflow

Define project time zone for overdue flag and auto completion

Document

New number option allows direct input also for auto number fields

Correspondence

Identify recipients copied from correspondence history

3.62

Presentation Overview

PIRS Highlights 3.62

Workflow

Implementation of a mail reminder that notifies responsible(s) about pending workflow steps

Document

New options to generate the document number

File Viewer

Minor File Viewer Upgrade with UI improvements

3.61

Presentation Overview

PIRS Highlights 3.61

Document Controlling

Use field values from Document in Reply or Forward of a Transmittal

File Viewer

Show user name in File Viewer Annotations

3.60

Presentation Overview

PIRS Highlights 3.60

Workflow

Workflow due dates - Auto complete when overdue

Event

Implement optional category to manage costs for Events

Action Items

Show link button in Action Items

3.59

Presentation Overview

PIRS Highlights 3.59

Workflow

  • Introduction of workflow due date

  • Workflow due dates are displayed in grids and exports

  • Administration of due days in workflow configuration

Set Due Dates

General

Added Chinese Date and Time notation format

API

Enhance REST API to get all companies of a project

3.58

Presentation Overview

PIRS Highlights 3.58

Document Import

The document import has been extended by a new option to

  • Create new documents based on a file name

  • Upload files into document based on file name

Transmittal

Set Document Status as default value in Transmittal Slip Actions

3.57

Presentation Overview

PIRS Highlights 3.57

Export

Document Excel Export provides a link to valid document revision

General

  • Improved labels in French language

  • Increase the number of characters in the WBS field of Documents

  • Define tab order in Action Items

  • Show CRS status and CRS responsible in Document grids

3.56

Presentation Overview

PIRS Highlights 3.56

General

  • Add required response date for linked Event(s) in a Notice

  • Improve bulk change validation for multi value fields

3.55

Presentation Overview

PIRS Highlights 3.55

General

  • New workflow option for document distribution

  • New optional column Application Code in TS Actions

  • Show CC fields in mail preview

3.54

Presentation Overview

PIRS Highlights 3.54

General

  • Send & Receive custom fields for Correspondences

  • Usage of Bookmarks in Text templates

  • Allow customization of Digital stamps

  • Automatism to map users with contacts

3.53

Presentation Overview

PIRS Highlights 3.53

General

  • Show Action Items in Recently Viewed

  • Enable sorting of Comment Review Sheet column grids

3.52

Presentation Overview

PIRS Highlights 3.52

Portal

Provide Reply and Forward link to Portal users

3.51

Presentation Overview

PIRS Highlights 3.51

Document Numbering

  • Generate global document numbers

  • Enhance history for auto generated document numbers

General

Remove Doclink in Forward and Reply History

3.50

Presentation Overview

PIRS Highlights 3.50

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

PIRS Highlights 3.47

Workflow

List additional recipients in copy of workflow notifications

Rich Text Editor

Update of integrated Rich Text Editor to provide following improvements:

  • Show different colors for text and background

  • Indicator of current color selection

  • Set default background color to yellow

  • Provide option to set default colors

General

Update Reference Number with default correspondence code also when recipients in To field are removed

3.45

Presentation Overview

PIRS Highlights 3.45

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

PIRS Highlights 3.44

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

PIRS Highlights 3.43

General UI

Highlight number of entries that can be imported

File management

Define default names for:

  • Rename

  • Create and Re-attach

3.42

Presentation Overview

PIRS Highlights 3.42

Search

Improve field search (finds any match)

Filter

New filter for correspondence thread

Duplicate check

Check for duplicate e-mail addresses

General Improvements

  • Autofiling > Improved handling of duplicate contacts

  • File Viewer > Silent "check out / check in" of a file annoated in File Viewer

  • Portal > Store new revision in parent folder also if previous revision is not available in portal

  • Correspondence > From field allows selection of internal users only

  • Security > Prevent opening PIRS if browser is outdated

3.40

Presentation Overview

PIRS Highlights 3.40

General UI

  • Show preview panel on the right side

  • New view showing all the user’s approved documents

File Viewer

  • Process multiple annotations / comments

  • Group annotations / comments

3.39

Presentation Overview

PIRS Highlights 3.39

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

  • New option to add Contacts to Contact Groups

  • Improve scrolling

  • New widgets and view for Events

3.38

Presentation Overview

PIRS Highlights 3.38

Workflow

  • Design parallel workflow(s)

  • Combine sequential and parallel workflow steps

  • Improved workflow notification

Workflow, Approval Workflows

File Viewer

  • New Arc Shape Tool

  • New Line Style Options

  • Improved filter dialog

PIRS File Viewer

General

Improved e-mail notification for Posts

Please contact your service desk for further information

3.37

Presentation Overview

PIRS Highlights 3.37

UI improvements

  • Added Type and Status as optional columns to Revisions grid

  • New attachment column in workflow grids

Workflow
Create new document

Mobile UI

New grid to show "My Action Items"

Please contact your service desk for further information.

3.35

Presentation Overview

PIRS Highlights 3.35

Correspondence

Attach cover page to Transmittals and Comments

Submit documents - Transmittal Slip

Documents

  • Provide link to valid document revision

  • Improve visibility of the valid documents column

  • Use default document status in new revisions

Create new revision

Tags

Tags are tracked in the log history of Correspondence, Documents and Action Items

Document log

3.34

Presentation Overview

PIRS Highlights 3.34

File Viewer

Measurement tool in File Viewer

PIRS File Viewer

Improve Exports

  • Export formated text and pictures to MS Word or MS Excel templates

  • Include Tags to Action Item export

Create file from template
Export grid to MS Excel

3.33

Presentation Overview

PIRS Highlights 3.33

UI Improvements

  • Optimize display of Predefined Document Actions

  • Tags in Action Items

Predefined Document Actions
Tags

Address Book

  • Provide option to validate contact group names

  • Provide option to prohibit creation of new companies

Create a new Contact Group
Add a new Company

3.32

Presentation Overview

PIRS Highlights 3.32

File Viewer

  • Hide all comments in viewer

  • Improve handling of stamps

PIRS File Viewer

General Improvements

  • Clear document status for new revision

  • Provide option to disable correspondence type "Comment"

Create new revision
Correspondence & Documents & Events
Create an internal or file external comments

Interfaces

Support of Client Credentials Flow

Please get in touch with your Service Desk for further information

3.31

Presentation Overview

PIRS Highlights 3.31

New Features

  • New External Link tab (optional) *New Image Viewer

External Link Tab
Image Viewer

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

PIRS Highlights 3.30

UI Improvements

  • Display context specific menu items only

  • Define editor preferences in your personal settings

  • New validation for Document Import via zip

  • New option to use PIRS without folders

  • New options to enhance project navigator

  • Hide version info in header

User Preferences and Set-up
User Interface and Navigation
Import Documents
PIRS Folder Structure

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

PIRS Highlights 3.29

General improvements

  • Allow sorting of members in Contact Groups

  • Remove "File is used" flag if (draft) Transmittal is deleted

  • Hide FTP Document Import

Create a new Contact Group
Import Documents

3.28

Presentation Overview

PIRS Highlights 3.28

New Rich Text Editor

  • Modernized Rich Text Editor

  • Additional formatting options

  • Toolbar fits seamlessly into PIRS

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

PIRS Highlights 3.27

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

  • paste multiple e-mail addresses at once within contact group settings

  • copy folder fullname

  • add saved filter as bookmark in browser

  • classification flag in Predefined Document Action

Create a new Contact Group
Filter data
Manage Predefined Document Actions

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

PIRS Highlights 3.26

General improvements

  • Enhance Document Log History

  • Copy linked "Action Items" to new Revision

  • Disable default switch of Correspondence Codes in Replies

Document log
Action Items

3.25

Presentation Overview

PIRS Highlights 3.25

UI improvements

  • Duplicate check for drag & drop filing

  • Load all folder levels from Office365 mail box by default

File via Drag & Drop
Personal Mailbox

Reports

Provided a new option that allows users to open always the valid revision of a Document via link

Please contact your SOBIS Service Desk for further information

3.24

Presentation Overview

PIRS Highlights 3.24

Check in / Check out

  • New view "My checked out documents"

  • Check in and check out multiple documents in one step

Check-out & check-in

New File Viewer Features

  • Free Hand Highlight tool

  • Rotate stamps or pictures

  • Sort comments by color

  • Show company stamps only and hide default stamps

PIRS File Viewer

UI improvements

  • Introduce search history

  • Define default UI settings for new users

  • Improved used icon set

Search documents with full-text search
Customize your project dashboard

3.23

Presentation Overview

PIRS Highlights 3.23

Correspondence Follow Up

Optional follow up tab available for Correspondence (customizable on demand)

Correspondence Follow Up

Correspondence Grids

Added To, Cc, Bcc and Doclink columns to grids

Customize a grid

New File Viewer Features

  • Use custom dynamic project stamps in File Viewer

  • Save personal signatures

PIRS File Viewer

UI Improvements

  • Create Action Items in full mode

  • New prompt when filing a Transmittal or Comment

  • Display time stamp in approval steps

  • Add filter for PDA in project administration

Action Items
Workflow
Manage Predefined Document Actions

Excel Export

Added new columns to correspondence export (To, CC, BCC, DocLink, Tags, and more)

Export grid to MS Excel

3.22

Presentation Overview

PIRS Highlights 3.22

Correspondence

Create correspondence thread in PIRS if mail is filed automatically or via drag&drop

File via Drag & Drop
Autofiling

UI improvements

  • Show All Action Items in main navigator

  • Remove some icons in Transmittal Slips to clean up user interface

  • Remove additional download button to clean up user interface

Project Views
User Interface and Navigation

Auto Filing

Send notification when a mail has automatically been filed into PIRS

Autofiling

Action Items

Correspondence and Documents contain new option to link (or to unlink) Action Items

Action Items

Reporting

  • Display charts, pivot tables and others

  • Integration of company specific Excel templates and macros possible

Reports based on templates

3.21

Presentation Overview

PIRS Highlights 3.21

Improve file handling

  • Download only submitted files of selected documents in Transmittal when using the "Download attachments" option within the TS

  • Allow non-admin users to remove files from Document as long as the file has not been submitted

  • PIRS:Portal – Auto check for duplicate files in Documents

Receive/Access Transmittal Slips
Read Mode vs Edit Mode

UI improvements

New View and a new Widget to display all pending workflow documents

Workflow

New option for PDA

In the Predefined Document Action (PDA) it is possible to define a default From

Manage Predefined Document Actions

3.20

Presentation Overview

PIRS Highlights 3.20

Support of OAuth 2.0

  • Allows a seamless integration of PIRS in the environment of your organization

  • Allows access to your mailfile independent of selected verification method

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

  • Automatic removal of multiple RE/FW (or similar) entries in correspondence subject

  • Can be activated optionally

Please contact the PIRS service desk for more information.

UI improvements

Display of "New Correspondence" and "File From" buttons in Document

Submit documents - Transmittal Slip
Create an internal or file external comments

3.19

Presentation Overview

PIRS Highlights 3.19

UI improvements

  • Cleaned up attachment table in read mode

  • Display all entries in project navigator collapsed

User Interface and Navigation

Enhance filter options

  • New filter to search for blank values

  • Implement filter option for text templates

Filter data
Use text templates

Enhance options for bulk actions

  • Introduce Bulk Changes for Contacts

  • Define visibility of bulk workflow approval options

Create & Edit Contacts
Workflow
PIRS Symbolleisten

3.18

Presentation Overview

PIRS Highlights 3.18

Faster filing of emails (via drag and drop)

  • Drag and drop mails directly to a folder

  • Skip final Preview Window in Filing Wizard

File via Drag & Drop
Personal Mailbox

Improved navigation

  • Show "All Correspondence" and "All Documents" and mail boxes in main navigation

  • Cleared up view entries

  • Navigator and views can be customized

User Interface and Navigation
PIRS Views

Define sort order for selection fields

  • Choose the order your keywords are displayed in for all selection fields

  • e.g. define the order of values displayed within the status field

Contact your PM for more information and assistance on setting up the desired orders.

Improved new Revision option

Create new revision directly within a document

Create new revision

Access all files of linked items within Action Item

Show and access attachments of linked PIRS items e.g. correspondence & documents within cross references

Action Items

Improved sending process for TS

  • Display links to documents with missing approvals

  • To allow direct removal or corrective action for respective document(s) without extensive investigation

Submit documents - Transmittal Slip

Privacy statements available

Allow privacy or other statements on start page

Help & Privacy Statements

3.17

Presentation Overview

PIRS Highlights 3.17

Workflow Bulk Processing

  • Assign

  • Start

  • Approve / Decline

  • Reset

Workflow

New workflow configuration options

  • Each workflow step requires a different approver

  • Document creator my reset workflow

  • Workflow starter my reset workflow

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

  • Improved UI

  • Dynamic Stamps

PIRS File Viewer

3.16

Presentation Overview

PIRS Highlights 3.16

Improved Auto Filing

  • Define rules for auto filing

  • Define code / company mapping definitions

  • Avoid auto creation of correspondence code / company

Please contact your Service Desk for additional information

File Viewer Improvements

  • Full support of IE11 browser

  • Display theme preferences within File Viewer

PIRS File Viewer

3.15

Presentation Overview

PIRS Highlights 3.15

File Viewer

New File Viewer User Interface with many new features

PIRS File Viewer

3.14

Presentation Overview

PIRS Highlights 3.14

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

PIRS Highlights 3.12

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

PIRS Highlights 3.11

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

PIRS Highlights 3.10

Zip upload

Enable the upload of all document files via zip file. FTP server is not needed anymore.

3.9

Presentation Overview

PIRS Highlights 3.9

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

PIRS Highlights 3.8

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.

PIRS Tool Bar Actions
Organise

New view

"My Correspondence > Send (Distribution List)" shows all notifications send via Distribution List

Project Views

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

PIRS Highlights 3.7

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

PIRS Highlights 3.6

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

Search documents with full-text search
Use Full Text Search within Mailbox Views

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.

Check-out & check-in

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

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

Favour 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