Documents are particularly easy to recognise and find if they are named consistently. But how can this be done, especially for Documents that rarely occur?
pinacos now offers a particularly smart function for this: When you start entering a possible name, similar existing names are suggested immediately. Such a name then only needs to be selected - done.
>Document Metadata >Name
>>Start input
>>Select Name
For similar processes or cases, such as the Annuity Reminders, there would often be several identical letters to one and the same recipient. Such processes can be simplified considerably with pinacos by creating only one Summary Document instead of many.
>Wizard function: Create Documents
>Use Summary Templates
Tip: The Summary Template is assigned to the cover letter template in the Manage Application so that pinacos automatically suggests and creates the Summary Document.
As you know, pinacos can be used to create almost any list of the data stored there. Such lists can now easily be attached automatically to a Letter. The list, here e.g. an Annuity Task List, only needs to be assigned in the Document Template of the Letter.
>User Avatar >Manage Application
>Letter Template
>>Select Attached Task List
Tip: This function is particularly useful for creating an attachment to a Summary Document as described above.
A system that already reacts intelligently in the document itself to stored data - who wouldn't want that? pinacos can now do that too: Simply place an intelligent placeholder.
>User Avatar >Manage Application
>Letter Template
>>Set Smart Placeholder
Tip: Smart Placeholders can also be used to intelligently place longer sections of text or entire paragraphs.
Properly recording the services rendered is the basis for every good company. With pinacos this is now even easier by assigning the Cost Codes from the Cost Management directly to the Task Templates.
This way, everything is in order and no service remains unbilled - because nobody likes to work for free.
>User Avatar >Manage Application
>Task Template
>>Enter cost code for each cost entry
Tip: Complex cost structures can also be mapped very easily using the Cost Rules.
pinacos now has a new function to automatically create and edit national and regional designations of an International Trademark Registration (IR Trademark). Try it out, it is self-explanatory.
>Cases
>New IR National / Regional Designation
Tip: Such automated functions are also available for EP Validation and PCT National / Regional Phase.
The search and import function using Google Maps from pinacos enjoys great popularity. Now it is even faster and once again you save yourself a lot of individual clicks.
>Contacts >Search Contacts by Google Maps
>>Enter search term
>Results >Upload All
Office processes can be automated particularly easily if the corresponding document templates can be assigned very quickly. pinacos not only has a graphic workflow editor for this purpose - now the list of possible document templates can already be individually restricted to the respective office process.
Extremely clear.
>User Avatar >Manage Application
>Email / Letter / DOCX / XLSX / PPTX Template
>Create Case Retrictions
To explain all these improvements here would go beyond the scope of this information. If you have any questions, please contact us directly.
Here you can see the current release list with all improvements and new functions.
