As of today, the new iPROT version 4.6 is online! A new feature allows copying existing projects as templates for new projects. Additionally, we’ve made improvements under the hood, enhancing iPROT in various areas and eliminating a few minor bugs.
Using an Existing Project as a Template
When creating a new project, you can now use an existing project as a template. To do this, in the project administration, click on the new tab New Project and then activate the setting Use existing project as template directly below the input fields where you can enter the name and abbreviation for the new project.
You can then select an existing project as the source template. You can then specify which data should be copied from the source project:
- Copy participant list for the first set of minutes: When this option is enabled, all persons from the participant list of the first set of minutes in each meeting type from the source project are copied to the new project.
- Copy topics for the first set of minutes: This option copies the topic lists from the first set of minutes of each meeting type in the source project to the new project. This gives you a ready-made topic list for each meeting type in your new project. The topic list can of course be adjusted and modified in the new project.
- Copy project settings: Enable this option to copy all project settings such as the chapter structure and PDF Design & Delivery to the new project. This means that project-specific logos and email texts for minutes distribution from the source project are also available in the new project. The copied settings can be modified in the new project at any time.
- Copy access permissions (read and write permissions): If you want to transfer the user permissions assigned in the source project – such as read or write permissions – to the new project, enable this option. The corresponding permissions will then automatically be available to iPROT users in the new project as well.
- Copy project-specific functions & roles: If specific functions and roles were assigned to certain users in the source project and are also needed in the new project, enabling this option copies those project-specific functions and roles to the new project.
The language and restricted mode for enhanced data privacy cannot be changed when copying from an existing project and are carried over from the source project accordingly.
Minor Improvements
In the new iPROT version 4.6, we have revised the sending dialog and made it clearer. You will now see a practical overview in the recipient list of who has downloaded and most likely read meeting minutes sent with iPROT.
Additionally, we have harmonized the error messages in iPROT and simplified their handling for users, as well as optimized the export of appointment lists.
Finally, a tip: If display problems occur with the new version 4.6, or if controls and buttons are missing, simply reload iPROT in your browser while holding down the Shift key.
