Page History

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PIRS Release	New feature / Component	Short Description	Link to Chapter in this Guide
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.	Import Documents with attachments

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.	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 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
	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	Favor Entries
	Global Views	Access all your correspondence and documents from the global dashboard	Global Views
	Global Search	Full-test search function cross-project	Global Views
	Global Reports	Run reports cross-project	Reports
	Search Attachment Content	Include all attachments in your full-text search	Search documents with full-text search
	Reply to TS	Use new preselect function for sent documents replying to a Transmittal Slip	Create a Comment using a sent Transmittal Slip

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