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Comment: 3.39

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PIRS  ReleaseNew FeatureShort DescriptionLink to Chapter in this Guide
3.39Presentation Overview

Document ImportNew option that allows users to link imported Documents to Action Items

CorrespondenceWarn user if correspondence size exceeds allowed limit

Action ItemsDefine templates (PDA) for Action Items

UI improvements
  • New option to add Contacts to Contact Groups
  • Improve scrolling
  • New widgets and view for Events





3.38Presentation Overview

Workflow
  • Design parallel workflow(s)
  • Combine sequential and parallel workflow steps
  • Improved workflow notification


File Viewer
  • New Arc Shape Tool
  • New Line Style Options
  • Improved filter dialog
PIRS File Viewer

GeneralImproved e-mail notification for PostsPlease contact your service desk for further information




3.37Presentation Overview

UI improvements
  • Added Type and Status as optional columns to Revisions grid
  • New attachment column in workflow grids

Workflow

Create new document


Mobile UINew grid to show "My Action Items"Please contact your service desk for further information.




3.35Presentation Overview

CorrespondenceAttach cover page to Transmittals and CommentsSubmit 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

TagsTags are tracked in the log history of Correspondence, Documents and Action ItemsDocument log




3.34Presentation Overview

File ViewerMeasurement tool in File ViewerPIRS 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





3.33Presentation Overview

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





3.32Presentation Overview

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


InterfacesSupport of Client Credentials FlowPlease get in touch with your Service Desk for further information




3.31Presentation Overview

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




3.30Presentation Overview

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



NotificationsAdded further recipients to Post notificationsPosts

InterfacesSynchronize Users and User Groups via MS Azure ADPlease contact your PIRS responsible or your SOBIS Service Desk for more information.




3.29Presentation Overview

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





3.28Presentation Overview

New Rich Text Editor
  • Modernized Rich Text Editor
  • Additional formatting options
  • Toolbar fits seamlessly into PIRS
Rich Text Editor

Enhance Create File from TemplateThis feature is now also available in CorrespondenceCreate file from template

Enhance Mobile UIDisplay Action Items in Mobile UIPlease 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




3.27Presentation Overview

Enhance access conceptProvide additional access roles to enhance privileges for team membersPlease contact your SOBIS Service Desk for further information

Enhance notification featureSend 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 improvementsImprove visibility and scalability of buttons and menu itemsPlease regard the presentation and  contact your SOBIS Service Desk for further information

InterfaceSeveral small enhancements on the existing APIsPlease regard the presentation and  contact your SOBIS Service Desk for further information




3.26Presentation Overview

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






3.25Presentation Overview

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




3.24Presentation Overview

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





3.23Presentation Overview

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





3.22Presentation Overview

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
3.21Presentation Overview

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





3.20Presentation Overview

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





3.19Presentation Overview

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





3.18Presentation Overview

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




3.17Presentation Overview

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 optionsAllow sorting of check in / check out column in document grids

File Viewer Improvements
  • Improved UI
  • Dynamic Stamps
PIRS File Viewer




3.16Presentation Overview

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




3.15Presentation Overview

File ViewerNew File Viewer User Interface with many new featuresPIRS File Viewer




3.14Presentation 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 UIApprove/Reject Documents in PIRS mobile UI




3.13Technical ReleaseBugfixes, Performance, Security, Support of additional fonts in PDFPlease contact your service desk for further information




3.12Presentation Overview

COMOS InterfaceAutomated 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





3.11Presentation Overview

New options for document numberingCompute the document number based on any meta dataCreate new document

Keep DownloadsKeep all downloads in „Files in Progress“ windowPIRS Downloads




3.10Presentation Overview

Zip uploadEnable the upload of all document files via zip file. FTP server is not needed anymore.Import Documents with attachments




3.9Presentation 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 ActionPredefined Action is available also for Library Items.Predefined Document Actions




3.8Presentation Overview

Layout of the Document headerRedesigned the layout of the Document header. Display all field labels.Create new document

New option for Predefined ActionPredefined 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 sectionsIn the user settings you can define that PIRS keeps the display of the sections.User Preferences and Set-up




3.7Presentation 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)




3.6Presentation Overview

Import contactsImport contacts into the address book via MS ExcelImport Contacts based on Excel Sheet

Improve notification of Action ItemsInform responsible or other users if Action Item is createdAction Items

Improve the mail box searchIgnore quotes and asterisk in mailbox searches

Search documents with full-text search

Use Full Text Search within Mailbox Views





3.5Presentation OverviewPIRS Highlights 3.5

Move recipients of a correspondenceMove recipients of a correspondence easily between TO/CC/BCC/Doclink via mouse clickCreate and send an email

Customizable new buttonDefine preferences for news buttons in personal settingsUser Preferences and Set-up

Additional sort optionsAllow sorting within grids of correspondence in read mode of a documentRead Mode vs Edit Mode

Optimize ActionsAllow execution of documents actions within a Transmittal or CommentSubmit documents - Transmittal Slip

Additional tab informationShow number of available entries in every tabRegard respective slide in overview presentation listed above

Add Send By field to ThreadIn addition to the From field we also display the Send By field in correspondence thread/timelineRegard respective slide in overview presentation listed above

Improve the display of sent documentsImprove the display of sent document files in Transmittals and CommentsRegard respective slide in overview presentation listed above

Display of delete buttonThe delete button will be visible for a single record to facilitateDeletion 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 FilingSmart pre-selection of default correspondence types during filing helps to avoid mistakesPersonal Mailbox , Create a Comment using a sent Transmittal Slip

Enable context menu in navigator viewsDisplay additional menu options if you click the right mouse button in navigationCustomize your project dashboard

Predefined Document Actions (Display)Open Predefined Document Action directly from Meta DocumentPredefined Document Actions

3.4Presentation OverviewPIRS Highlights 3.4

Improve page navigationShow number of selected records within page navigationRegard respective slide in overview presentation listed above

Bulk Changes for Action ItemsModify multiple Action Items in one step via Bulk ChangesAction Items

Additional filter in administrationAllow to set filter in Correspondence Code administrationCorrespondence Keywords

Improve Predefined Document ActionsUse definition of Predefined Document Actions also if documents are added afterwardsPredefined Document Actions

New filterA new "Select All" option in column filter to allow easier and faster selectionsRegard 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 uploadFiles can be dropped almost anywhere to upload. The "Drop files here to upload..." section is not required anymore.Manage Attachments

Enhance Create File from TemplateAdditional search wizard allows to generate template based on found documents.Create file from template

New API for Action ItemsAllow creation of Action Items via API.Please, ask your PIRS contact or your Service Desk for more information.

SSO / FIMSSingle Sign On via Federated Identity Management Service.Please, ask your PIRS contact or your Service Desk for more information.

3.3OverviewPIRS 3.3 Highlights

Check for mail duplicatesPIRS filing wizard checks whether or not an email has already been filedPrevent duplicates

"Expand all" / "Collapse all""Expand all"  and "Collapse all" function is available within Documents and CorrespondenceRegard PIRS 3.3 Highlights

Recently viewedA new view shows all recently viewed documents and correspondences for easy and quick accessProject Views

Date Filter in Mailbox ViewSet a time frame for emails to be loaded when accessing your personal or project mailbox to optimize loading performancePersonal Mailbox

Edit recipients of groupsPrior to sending or saving a new mail you are able to remove recipients that were included by adding a PIRS groupCreate and send an email

"My Action Items" view on global dashboardAccess Action Items for all projects on your global dashboardGlobal Views

3.1Document Check-in/ Check-outUsers 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 CheckNew feature will check if the user selected at least one attachment per document within a transmittal slipSubmit documents - Transmittal Slip
Edit Correspondence DatesNew 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 AttachmentsAllows user to modify attachment names without downloading the fileManage 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 integrationOptional feature that allows to import and update the PIRS address book via LDAPPlease, ask your PIRS contact or your Service Desk for more information

3.0File ViewerPIRS 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 firstView Files within your Browser
Save and manage filtersSave personal and public filters for correspondence and document gridsFilter data
New Correspondence view
Follow your received correspondence sent to you as Distribution ListCorrespondence received via Distribution Lists
Drag & Drop of Tabs Arrange the open tabs within your PIRS project content displayManage your Content Tabs
Action Items
Manage your tasks and meetings, create tasks for yourself and your team and sent remindersAction 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 paneDownload the attachments and copy any text from preview paneCorrespondence Preview Pane
Bulk changeModify the value of multiple documents in one step.Bulk Change
Download multiple files in one stepDownload all files of one or multiple correspondence / documents in one step as a zip file.Download Attachments
Predefined document actionsUse templates for transmittal slips / comments with predefined field values and document actionsPredefined Document Actions
New options to select document numberStep by step selection in document numbering wizardCreate new document

Send Transmittal Slip without document attachments

Transmittal Slip is send without the attachments of the linked technical documentsSubmit documents - Transmittal Slip
New report configurations + new report downloadDialog 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 EntriesSelect your favorite correspondence, documents, contacts, companies and contact groups and access them form views or widgetsFavor Entries
Global ViewsAccess all your correspondence and documents from the global dashboardGlobal Views
Global SearchFull-test search function cross-projectGlobal Views
Global ReportsRun reports cross-projectReports
Search Attachment ContentInclude all attachments in your full-text searchSearch documents with full-text search
Reply to TSUse new preselect function for sent documents replying to a Transmittal SlipCreate a Comment using a sent Transmittal Slip

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