In our very first release for 2023, planned to land in your QorusDocs on January 18th, we’re kickstarting the new year with brand new features and improvements designed to make your Pursuits and Assignments user experience more seamless and cohesive. We’re bringing Pursuits to Outlook, opening up Pursuit Assignments to Guests, and making it possible to automatically provision a repeatable series of Assignments for each new Pursuit you create.
More specifically, here’s what you can look forward to:
- Easy access to your Pursuits directly in Outlook
- Access all your Pursuits in your QorusDocs Add-ins for Word, Outlook, PowerPoint, and Excel
- Plus, new functionality and enhancements for all Pursuit assignments
1. Easy access to your Pursuits directly in Outlook
Up until now, the only way to attach documents to an email directly from your QorusDocs Outlook Add-in was to search or browse your libraries. You could also only access your Pursuits workspace in the QorusDocs Add-ins in your Word, PowerPoint and Excel apps.
With this release, you can now access ALL your Pursuits (more about this below) as well as quickly jump to your last ten most Recent Pursuits:
You can click on any Pursuit name:
And that will give you instant access to your Pursuit’s Recommended content and all the documents saved to your Pursuit workspace:
Now, when you’re composing an email to a prospective client, you no longer need to switch between Office apps or to QorusDocs in your browser to find, download, and then send documents. You can now do it all (with no download required) directly from Outlook.
With this release, we’ve introduced the ability to search and browse ALL your Pursuits, no matter how long ago they were created or last modified.
When you have a document open that is not associated to a Pursuit, you’ll see in the QorusDocs Add-ins for Word, PowerPoint, and Excel, a new ‘Find Pursuit’ button in the ‘Current’ tab:
Clicking on “Find Pursuit” will take you to the “All” pane (or you can click on the “All” tab directly in Outlook, Word, PowerPoint, or Excel), where you can search, filter, and browse your Pursuits:
From here, you can find content:
- By Browsing to the Pursuit you’re looking for
You can click into any one of the Pursuit types listed in the ‘All’ pane to browse Pursuits by Pursuit Type.
- Using the Search box
If you know the title of the Pursuit you’re looking for, you can simply type it into the search box:
- Using the Filters
To find the Pursuit and content you need much quicker, you can filter out unwanted results or use the search filters on their own to filter Pursuits by “owner”, “status”, and by the date it was created with the new “created” filter:
Once you have your search results, there are additional sort options available that allow you to sort your Pursuits in the order you would like them to be displayed:
Here’s what each of the icons for the various sort options mean:
|Sort by Due Date|
|Sort by Modified Date|
|Sort by Created Date|
|Sort by Status|
Sort by Owner
Plus, we’ve used the opportunity to introduce a few new bells and whistles to improve your experience with Pursuit assignments, regardless of they were created automatically or manually.
Ensure that users can only close Pursuits when all required assignments are marked as done
When you create a Pursuit assignment, you now have the option to flag it as ‘Required’. If you attempt to close a Pursuit that still has outstanding assignments, you will see a warning:
Initial Assignment comments are now ‘Instructions’
Another exciting improvement is that the very first comment on new assignments is now labelled as “instruction” instead of “comment”:
This new feature allows the assignment owner’s instructions to stay displayed at the top of the assignment window, so that it does not get lost in lengthy assignment comment trails:
In addition, so as to provide you with more precise reporting around user collaboration activity, QorusDocs will also differentiate between instructions and comments in your reports.
Users can assign Pursuit assignments to Guests
Up until now you could assign Pursuit assignments to licensed users only. With this release, you will also be able to assign Pursuit assignments to Guests.
Please note that Guests are only allowed to have a maximum of five concurrent active assignments at any one time assigned to them (where ‘active’ is ‘yes’, and the assignment’s status is either ‘assigned’ or ‘rejected’) . Both Document and Pursuit assignments count towards that limit.
Guests can view their Pursuit assignments without going to the Pursuit’s workspace
- Unlike licensed users, Guests do not have access to the Pursuit workspace. That’s why the Pursuit title will be greyed out for them in their assignment notification emails. Instead, they can click on ‘View assignment’:
Guests will then be redirected to the Assignments pane where they can action their Pursuit assignments directly within their web browser: