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 |
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3.74 |
Presentation Overview |
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General |
Upgrade of embedded editor |
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Smart date filter |
Introduction of new smart date filter for all date columns to allow users to filter dynamic for predefined date ranges |
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Mobile UI |
Approve or reject Events in mobile UI |
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3.73 |
Presentation Overview |
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Events |
Add a default list of Cost Impact Items based on templates. Project managers are able to create, change or delete templates. |
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File Viewer |
Improve standard configuration (enable real-time-collaboration mode and document filter) |
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Others |
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3.72 |
Presentation Overview |
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Copy Feature |
Copy E-Mail, Transmittal or any other Correspondence |
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3.71 |
Presentation Overview |
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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. |
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Notifications |
Inform Responsible and Reported By of an Event about new Posts |
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3.70 |
Presentation Overview |
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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. |
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General UI |
Display remaining download time in browser window |
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3.69 |
Presentation Overview |
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File Import |
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General UI |
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3.68 |
Presentation Overview |
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Event |
Use working days for Estimated Delay in Event(s) |
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Notifications |
New options for summary notification |
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3.67 |
Presentation Overview |
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Predefined Document Actions |
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3.66 |
Presentation Overview |
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Workflow |
Define working days for workflow due date calculation |
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Interfaces |
Allow syncronisation of additional fields with Active Directory |
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3.65 |
Presentation Overview |
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Workflow |
Allow administrators to add responsibles to pending workflow |
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Address Book |
Introduction of new job title field in Contacts |
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Others |
Add customer and Supplier Status to Query & Response Dialog |
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3.63 |
Presentation Overview |
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Workflow |
Define project time zone for overdue flag and auto completion |
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Document |
New number option allows direct input also for auto number fields |
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Correspondence |
Identify recipients copied from correspondence history |
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3.62 |
Presentation Overview |
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Workflow |
Implementation of a mail reminder that notifies responsible(s) about pending workflow steps |
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Document |
New options to generate the document number |
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File Viewer |
Minor File Viewer Upgrade with UI improvements |
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3.61 |
Presentation Overview |
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Document Controlling |
Use field values from Document in Reply or Forward of a Transmittal |
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File Viewer |
Show user name in File Viewer Annotations |
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3.60 |
Presentation Overview |
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Workflow |
Workflow due dates - Auto complete when overdue |
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Event |
Implement optional category to manage costs for Events |
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Action Items |
Show link button in Action Items |
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3.59 |
Presentation Overview |
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Workflow |
|
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General |
Added Chinese Date and Time notation format |
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API |
Enhance REST API to get all companies of a project |
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3.58 |
Presentation Overview |
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Document Import |
The document import has been extended by a new option to
|
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Transmittal |
Set Document Status as default value in Transmittal Slip Actions |
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3.57 |
Presentation Overview |
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Export |
Document Excel Export provides a link to valid document revision |
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General |
|
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3.56 |
Presentation Overview |
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General |
|
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3.55 |
Presentation Overview |
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General |
|
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3.54 |
Presentation Overview |
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General |
|
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3.53 |
Presentation Overview |
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General |
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3.52 |
Presentation Overview |
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Portal |
Provide Reply and Forward link to Portal users |
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3.51 |
Presentation Overview |
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Document Numbering |
|
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General |
Remove Doclink in Forward and Reply History |
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3.50 |
Presentation Overview |
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Bulk Changes |
Provide append and remove operations for multi value fields |
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Documents |
Transfer Tags to new Revision |
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General |
Add history entry in Contact when modification was done by sync job |
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3.47 |
Presentation Overview |
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Workflow |
List additional recipients in copy of workflow notifications |
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Rich Text Editor |
Update of integrated Rich Text Editor to provide following improvements:
|
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General |
Update Reference Number with default correspondence code also when recipients in To field are removed |
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3.45 |
Presentation Overview |
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Predefined Action |
Reply and Forward with predefined Document Actions |
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General UI |
Possibility to optimize/reduce Forward & Reply Button Menu |
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Filing |
Filing of Draft E-Mails possible |
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Document Import |
Inherit fields from previous revisions in documents received from Portal |
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File Viewer |
New style options |
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3.44 |
Presentation Overview |
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Document Import |
Inherit fields from previous revisions in imported documents |
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Filing |
Define display mode for mails filed via drag&drop or wizard |
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File Viewer |
New annotations to insert and to replace text |
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API Improvement |
Synchronize contacts with MS Graph API |
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3.43 |
Presentation Overview |
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General UI |
Highlight number of entries that can be imported |
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File management |
Define default names for:
|
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3.42 |
Presentation Overview |
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Search |
Improve field search (finds any match) |
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Filter |
New filter for correspondence thread |
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Duplicate check |
Check for duplicate e-mail addresses |
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General Improvements |
|
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3.40 |
Presentation Overview |
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General UI |
|
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File Viewer |
|
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3.39 |
Presentation Overview |
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Document Import |
New option that allows users to link imported Documents to Action Items |
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Correspondence |
Warn user if correspondence size exceeds allowed limit |
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Action Items |
Define templates (PDA) for Action Items |
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UI improvements |
|
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3.38 |
Presentation Overview |
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Workflow |
|
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File Viewer |
|
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General |
Improved e-mail notification for Posts |
Please contact your service desk for further information |
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3.37 |
Presentation Overview |
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UI improvements |
|
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Mobile UI |
New grid to show "My Action Items" |
Please contact your service desk for further information. |
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3.35 |
Presentation Overview |
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Correspondence |
Attach cover page to Transmittals and Comments |
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Documents |
|
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Tags |
Tags are tracked in the log history of Correspondence, Documents and Action Items |
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3.34 |
Presentation Overview |
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File Viewer |
Measurement tool in File Viewer |
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Improve Exports |
|
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3.33 |
Presentation Overview |
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UI Improvements |
|
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Address Book |
|
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3.32 |
Presentation Overview |
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File Viewer |
|
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General Improvements |
|
Create new revision |
|
Interfaces |
Support of Client Credentials Flow |
Please get in touch with your Service Desk for further information |
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3.31 |
Presentation Overview |
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New Features |
|
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UI Improvements |
Optimize color selection in Editor |
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File Viewer |
New options to extend access permission |
Please get in touch with your Service Desk for further information |
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3.30 |
Presentation Overview |
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UI Improvements |
|
User Preferences and Set-up |
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Notifications |
Added further recipients to Post notifications |
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Interfaces |
Synchronize Users and User Groups via MS Azure AD |
Please contact your PIRS responsible or your SOBIS Service Desk for more information. |
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3.29 |
Presentation Overview |
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General improvements |
|
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3.28 |
Presentation Overview |
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New Rich Text Editor |
|
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Enhance Create File from Template |
This feature is now also available in Correspondence |
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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 |
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3.27 |
Presentation Overview |
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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 |
|
Create a new Contact Group |
|
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 |
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General improvements |
|
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3.25 |
Presentation Overview |
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UI improvements |
|
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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 |
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3.24 |
Presentation Overview |
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Check in / Check out |
|
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New File Viewer Features |
|
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UI improvements |
|
Search documents with full-text search |
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3.23 |
Presentation Overview |
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Correspondence Follow Up |
Optional follow up tab available for Correspondence (customizable on demand) |
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Correspondence Grids |
Added To, Cc, Bcc and Doclink columns to grids |
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New File Viewer Features |
|
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UI Improvements |
|
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Excel Export |
Added new columns to correspondence export (To, CC, BCC, DocLink, Tags, and more) |
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3.22 |
Presentation Overview |
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Correspondence |
Create correspondence thread in PIRS if mail is filed automatically or via drag&drop |
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UI improvements |
|
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Auto Filing |
Send notification when a mail has automatically been filed into PIRS |
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Action Items |
Correspondence and Documents contain new option to link (or to unlink) Action Items |
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Reporting |
|
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3.21 |
Presentation Overview |
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Improve file handling |
|
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UI improvements |
New View and a new Widget to display all pending workflow documents |
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New option for PDA |
In the Predefined Document Action (PDA) it is possible to define a default From |
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3.20 |
Presentation Overview |
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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. |
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Auto clean up of Replies |
|
Please contact the PIRS service desk for more information. |
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UI improvements |
Display of "New Correspondence" and "File From" buttons in Document |
Submit documents - Transmittal Slip |
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3.19 |
Presentation Overview |
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UI improvements |
|
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Enhance filter options |
|
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Enhance options for bulk actions |
|
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3.18 |
Presentation Overview |
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Faster filing of emails (via drag and drop) |
|
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Improved navigation |
|
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Define sort order for selection fields |
|
Contact your PM for more information and assistance on setting up the desired orders. |
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Improved new Revision option |
Create new revision directly within a document |
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Access all files of linked items within Action Item |
Show and access attachments of linked PIRS items e.g. correspondence & documents within cross references |
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Improved sending process for TS |
|
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Privacy statements available |
Allow privacy or other statements on start page |
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3.17 |
Presentation Overview |
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Workflow Bulk Processing |
|
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New workflow configuration options |
|
Please contact your Service Desk for additional information |
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New sort options |
Allow sorting of check in / check out column in document grids |
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File Viewer Improvements |
|
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3.16 |
Presentation Overview |
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Improved Auto Filing |
|
Please contact your Service Desk for additional information |
|
File Viewer Improvements |
|
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3.15 |
Presentation Overview |
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File Viewer |
New File Viewer User Interface with many new features |
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3.14 |
Presentation Overview |
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REST API for Office365 |
Support of MS Graph REST API for Office365 |
Please contact your service desk for further information |
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Project visibility |
Global Scope for Projects |
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Display of fields in Document |
Hide Customer or Supplier details in Documents |
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Display of tabs in Document |
Customize the tab order in Documents |
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Extend mobile UI |
Approve/Reject Documents in PIRS mobile UI |
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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 |
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COMOS Interface |
Automated import of COMOS meta data and files based on xml |
Interfaces with CAD, PDM or ERP systems |
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3.11 |
Presentation Overview |
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New options for document numbering |
Compute the document number based on any meta data |
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Keep Downloads |
Keep all downloads in „Files in Progress“ window |
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3.10 |
Presentation Overview |
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Zip upload |
Enable the upload of all document files via zip file. FTP server is not needed anymore. |
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3.9 |
Presentation Overview |
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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. |
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New Option for Predefined Action |
Predefined Action is available also for Library Items. |
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3.8 |
Presentation Overview |
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Layout of the Document header |
Redesigned the layout of the Document header. Display all field labels. |
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New option for Predefined Action |
Predefined Action is available also for Letters. |
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Easier organizing |
|
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New view |
"My Correspondence > Send (Distribution List)" shows all notifications send via Distribution List |
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Define default display of sections |
In the user settings you can define that PIRS keeps the display of the sections. |
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3.7 |
Presentation Overview |
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Introduce Comment Review Sheet |
|
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3.6 |
Presentation Overview |
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Import contacts |
Import contacts into the address book via MS Excel |
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Improve notification of Action Items |
Inform responsible or other users if Action Item is created |
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Improve the mail box search |
Ignore quotes and asterisk in mailbox searches |
Search documents with full-text search |
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3.5 |
Presentation Overview |
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Move recipients of a correspondence |
Move recipients of a correspondence easily between TO/CC/BCC/Doclink via mouse click |
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Customizable new button |
Define preferences for news buttons in personal settings |
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Additional sort options |
Allow sorting within grids of correspondence in read mode of a document |
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Optimize Actions |
Allow execution of documents actions within a Transmittal or Comment |
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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 |
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Display of delete button |
The delete button will be visible for a single record to facilitate |
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Predefined Document Actions (Default Values) |
Predefined Document Actions will support now default values (if no other value has been defined) |
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Smart pre-selection when Filing |
Smart pre-selection of default correspondence types during filing helps to avoid mistakes |
Personal Mailbox |
|
Enable context menu in navigator views |
Display additional menu options if you click the right mouse button in navigation |
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Predefined Document Actions (Display) |
Open Predefined Document Action directly from Meta Document |
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3.4 |
Presentation Overview |
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Improve page navigation |
Show number of selected records within page navigation |
Regard respective slide in overview presentation listed above |
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Bulk Changes for Action Items |
Modify multiple Action Items in one step via Bulk Changes |
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Additional filter in administration |
Allow to set filter in Correspondence Code administration |
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Improve Predefined Document Actions |
Use definition of Predefined Document Actions also if documents are added afterwards |
||
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. |
||
Enhance Create File from Template |
Additional search wizard allows to generate template based on found documents. |
||
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 |
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Check for mail duplicates |
PIRS filing wizard checks whether or not an email has already been filed |
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"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 |
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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 |
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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 |
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"My Action Items" view on global dashboard |
Access Action Items for all projects on your global dashboard |
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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. |
|
Print Button |
Correspondence, documents and action items can now be printed via direct browser print without creating a PDF version first |
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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 |
||
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. |
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Rename Attachments |
Allows user to modify attachment names without downloading the file |
||
Multi-Value Keywords for Bulk Change |
Bulk change for documents does now support super-box items, multi-value keywords can be adjusted as well. |
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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. |
|
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. |
||
Encrypt E-mails |
Send encrypted e-mails to recipients using S/MIME. Filling of encrypted mail form the project inbox is also supported. |
||
PIRS Tags |
Organize PIRS correspondence and documents by defining special keywords (Tags) |
||
2.4 |
View Files |
Directly open files (pictures and PDF) in your browser window without downloading them first |
|
Save and manage filters |
Save personal and public filters for correspondence and document grids |
||
New Correspondence view |
Follow your received correspondence sent to you as Distribution List |
||
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 |
||
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 |
|
Bulk change |
Modify the value of multiple documents in one step. |
||
Download multiple files in one step |
Download all files of one or multiple correspondence / documents in one step as a zip file. |
||
Predefined document actions |
Use templates for transmittal slips / comments with predefined field values and document actions |
||
New options to select document number |
Step by step selection in document numbering wizard |
||
Send Transmittal Slip without document attachments |
Transmittal Slip is send without the attachments of the linked technical documents |
||
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. |
||
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 |
|
Global Views |
Access all your correspondence and documents from the global dashboard |
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Global Search |
Full-test search function cross-project |
||
Global Reports |
Run reports cross-project |
||
Search Attachment Content |
Include all attachments in your full-text search |
||
Reply to TS |
Use new preselect function for sent documents replying to a Transmittal Slip |