firesys module overview

firesys – module overview
As of January 31, 2017
firesys – module overview
Table of content
Table of content
Module
Description
firestarter
[1]
firestarter
You can find everything you need to format the text and layout in your company’s design already
preconfigured under the „*Design” tab.
firelink
[2]
linkdocuments
Divide the contents of your publication into as many „stories” as desired, in order to work on the
document at the same time. The stories are shown simultaneously in the master file, and can be
edited there.
[3]
linkgraphics
With linkgraphics you can import and update diagrams from various sources. This may be
images from graphics programs or objects dynamically linked with Excel or PowerPoint.
[4]
linkpresentation
linkpresentation is an add-in for PowerPoint with which you can insert and update Excel
tables and graphics, in the same way you are used to working with linktables and linkgraphics
in Word.
[5]
linksmartnotes
Combines SmartNotes of AMANA-Consulting GmbH and firesys to a high-performance
combination product.
[6]
linktables
With linktables you can import and update data from Excel to Word. You can link whole tables to
Excel – your data is always correct and up to date.
[7]
linktext
With linktext you can import and update data from Excel to Word. Whether you’re importing
individual figures or whole texts into the body text – your data is always correct and up to date.
firelanguage
[8]
languagenumbers
Translate your tables (with languagewords) with just one click and, at the same time, the
numbers are formatted in the appropriate format that was predefined for the target language.
[9]
languagewords
Automatically translates texts and writing from your Excel tables with the help of a dictionary.
Once a term and its translation(s) have been agreed, all further occurrences are also correct
and consistent.
firetools
[10]
toolsfinalise
toolsfinalise provides you with a range of functions either not available in Word at all or only
possible via workarounds. They will allow you to create professional typography, without using
a DTP program as a workaround.
[11]
toolsrights
With the workflow management in firesys you can define users and determine who can see and
edit which documents. The Version Manager allows you to restore previous versions at any time.
[12]
toolsvalidation
The StatusCockpit quickly gives you an overview of your Excel spreadsheets; the status of each
spreadsheet is shown and the validation assistant detects inconsistencies.
[13]
toolsweb
Create an automated HTML version of your financial publication. With toolsweb, you can export
tables as a complete file or in individual files with just one click.
firelayout
[14]
layoutgraphics
layoutgraphics is a powerful diagram tool based in Excel, which combines the calculating power
of Excel with the design possibilities of PowerPoint and other graphics programs.
[15]
layouttables
The table assistant creates perfectly designed tables in your company’s design. This module has
the exact design specifications for your tables already programmed in.
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firesys – module overview
[1] firestarter
[1] firestarter
YOU CAN FIND EVERYTHING YOU NEED TO FORMAT THE TEXT AND LAYOUT IN YOUR COMPANY’S DESIGN ALREADY PRECONFIGURED UNDER THE „*DESIGN” TAB.
Short description
firestarter helps you to format documents quickly and easily, using your company’s style guide.
Style guide
Text functions are available here during work with firesys in a task-relevant pallet.
Select the text format that has been especially developed for your publication in compliance with
the relevant style guide.
Help
Here you can search the most important firesys actions and look up how they work. By clicking on
the symbol you also have direct access to the subject in the online user guide. You can also directly access the online user guide from the managers using the symbol.
AutoCorrect
Offers the option of creating a list of words to expand the Office AutoCorrect.
It gives you options for defining fixed spellings for terms which will then be automatically corrected
while typing. For a better overview, you can create groups for various topics.
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firesys – module overview
[2] linkdocuments
[2] linkdocuments
DIVIDE THE CONTENTS OF YOUR PUBLICATION INTO AS MANY „STORIES” AS DESIRED, IN ORDER TO
WORK ON THE DOCUMENT AT THE SAME TIME. THE STORIES ARE SHOWN SIMULTANEOUSLY IN THE
MASTER FILE, AND CAN BE EDITED THERE.
Short description
linkdocuments allows you to work bidirectionally with a master file with different employees at the
same time.
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Update: Update one or all stories with just one click. The current status of the stories is hereby
transferred to the master. The Content Manager provides you with an overview of the currentness and status of all linked graphics.
Save back: You can also transfer changes from the master to the stories. The „exclusive mode”
supports you with this, and ensures that no one else is working in the stories while you are
transferring changes in the master.
Multiple usage: You can use the same stories in multiple publications.
This means that the content must only be updated once.
Reduced mode: Open the reduced mode with one click on the
symbol. This mode allows
you to individually select the functionalities of the Content Manager while continuing working on
your report.
The Content Manager and Content Assistant
Here you can manage all stories, which are linked to the master. In the menu list you can issue authorizations (requires toolsrights) for individual stories and access other content manager functions.
Good to know
All firesys managers are divided into „actions” and „options”. This logical division ensures more
comfortable and efficient use.
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firesys – module overview
[3] linkgraphics
[3] linkgraphics
WITH LINKGRAPHICS YOU CAN IMPORT AND UPDATE DIAGRAMS FROM VARIOUS SOURCES.
THIS MAY BE IMAGES FROM GRAPHICS PROGRAMS OR OBJECTS DYNAMICALLY LINKED WITH
EXCEL OR POWERPOINT.
Short description
linkgraphics offers the possibility of inserting, updating and managing graphics from various
sources in your report.
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Different data formats can be imported:
Graphic files such as BMP, EMF, EPS, GIF, JPEG, PNG or TIF, graphics directly from
PowerPoint or Excel.
Hide: Replaces the graphic with a placeholder. Use this function to hide graphics that are not
yet intended for publication – and show them with just one click.
Graphic export: You can save linked graphic objects from your Word document in different
graphic formats (EMF, JPG, PNG), for example for easy transfer to the Internet.
think-cell: All graphics from think-cell can be inserted and updated.
The Graphics Manager
The Graphics Manager gives you an overview of all linked graphics. Double click to easily navigate
to the graphic in the report. Alongside the status of all linked graphics, here you will also find additional useful information such as the file type, and see whether the graphic is currently hidden.
Good to know
All firesys managers are divided into „actions” and „options”. This logical division ensures more
comfortable and efficient use.
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firesys – module overview
[4] linkpresentation
[4] linkpresentation
LINKPRESENTATION IS AN ADD-IN FOR POWERPOINT WITH WHICH YOU CAN INSERT AND UPDATE
EXCEL TABLES AND GRAPHICS, IN THE SAME WAY YOU ARE USED TO WORKING WITH LINKTABLES
AND LINKGRAPHICS IN WORD.
Short description
linktables for PowerPoint
Use linkpresentation to import Excel data into PowerPoint. This allows you, for example, to edit
tables for your analyst presentation as usual in Excel, and insert the table into PowerPoint with
linkpresentation. All linktables functions are available.
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Update: Checks and updates one or all selected Excel objects in the Word file.
Open source: Opens the Excel source of the selected objects and highlights the area to
be imported.
linkgraphics for PowerPoint
Graphics can also be inserted and managed in PowerPoint with linkpresentation. This means that
you do not have to carefully copy or redo graphics, which you have already created in other publications. Just like in Word, you can import and update graphics from a range of source files.
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Different data formats can be imported:
Graphic files (such as EPS, JPEG, GIF, PNG), graphics directly from PowerPoint or Excel.
Hide: Replaces the graphic with a placeholder. Use this function to hide graphics that are not
yet intended for publication – and easily show them when required at the push of a button.
Graphic export: You can save linked graphics objects from your Word document in various
graphics formats (JPG, EMF, PNG), for exporting to the Internet, for example.
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firesys – module overview
[5] linksmartnotes
[5] linksmartnotes
COMBINES SMARTNOTES FROM AMANA CONSULTING GMBH (AMANA) AND FIRESYS TO A HIGHPERFORMANCE COMBINATION PRODUCT. LINKSMARTNOTES SERVES AS AN INTERFACE FOR ACCURATE
INTERPRETATION OF THE CORPORATE DESIGN.
Short description
linksmartnotes ensures smooth communication between firesys and the SmartNotes software.
SmartNotes, by our partner AMANA, is a product with comprehensive workflow management
which can import and manage data from different source systems.
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Interface: Links diverse firesys modules with SmartNotes
Design: Creates correct table layout in the company’s corporate design
Data: Enables the inserting, updating and managing of graphics from the SmartNotes system
Multiple languages: Creates the basis for exchanging multiple languages between the
two systems
Communication
With linksmartnotes, a communication interface between firesys and SmartNotes is created. It can
be used to exchange information and actions between the two systems. This way, a table with
completed formatting from SmartNotes can be inserted in a Word document according to the
company’s corporate design.
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firesys – module overview
[6] linktables
[6] linktables
WITH LINKTABLES YOU CAN IMPORT AND UPDATE DATA FROM EXCEL TO WORD. YOU CAN LINK
WHOLE TABLES TO EXCEL – YOUR DATA IS ALWAYS CORRECT AND UP TO DATE.
Short description
linktables for tables provides accurate and automatic transfer of your tables from Excel to Word.
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Update: Checks and updates one or all selected Excel objects in the Word file.
Transfer format from Excel: Tables are formatted in Word to match the Excel style guide.
Rows are automatically inserted or deleted. (layouttables required)
Open source: Opens the Excel source of the selected objects and highlights the area to
be imported.
Highlighting: linktables can highlight the data that you have inserted from Excel into Word so
that you are always kept informed of the update status. Problems and changed values are
highlighted separately.
Conditional formatting: Transfers the color scale of the conditional formatting (e.g.: different
background colors depending on the value) from an Excel pattern to Word.
Excel Data Manager
This „control center” gives you an overview of the status of your publication and allows you to see,
for example, which data is not yet up to date. If there is a problem with an object you will see
more detailed information here, along with a suggested solution.
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Filter: Here you can filter your entries, for example you could filter „not up to date”
Excel objects.
Good to know
All firesys managers are divided into „actions” and „options”. This logical division ensures more
comfortable and efficient use.
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firesys – module overview
[7] linktext
[7] linktext
WITH LINKTEXT YOU CAN IMPORT AND UPDATE DATA FROM EXCEL TO WORD. WHETHER YOU’RE IMPORTING INDIVIDUAL FIGURES OR WHOLE TEXTS INTO THE BODY TEXT – YOUR DATA IS ALWAYS CORRECT AND UP TO DATE.
Short description
linktext allows you to import data from individual Excel cells in your tables into the body text of
your Word document. This allows you to use the same database for the tables and figures in the
body text, and update the data at the push of a button.
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Uniform database for text and tables: Insert your figures into the text directly from the
table. This ensures that when a table is changed, the figures in the text can also be updated
and are correct.
Absolute values: Insert data into the body text as an absolute value, even when the figure
from the Excel database is a negative number. (languagenumbers required)
Highlighting: Highlight data in the body text to determine which data comes from Excel and
which data was directly inputted into your document.
Permanent markups: Data within the text can be given a permanent markup, so that it
cannot be accidentally overwritten.
Further occurrences: If you update a table in your report, you will automatically receive a
warning if figures, which are not up to date, were inserted into the body text from the table.
Clicking on the „Show” button displays the not up to date occurrences, filtered in the
Excel Data Manager.
Good to know
All firesys managers are divided into „actions” and „options”. This logical division ensures more
comfortable and efficient use.
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firesys – module overview
[8] languagenumbers
[8] languagenumbers
TRANSLATE YOUR TABLES (WITH LANGUAGEWORDS) AT THE PUSH OF A BUTTON AND, AT THE SAME
TIME, THE NUMBERS ARE FORMATTED IN THE APPROPRIATE FORMAT THAT WAS PREDEFINED FOR THE
TARGET LANGUAGE.
Short description
languagenumbers allows you to adjust your number format to the chosen language. Using
languageword, you can even change the language of the table at the push of a button.
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Data source: You can work in the same data source. languagenumbers does not require any
separate files.
Number format: You can select up to five languages individually:
 between a point and a comma for the decimal symbol and thousand-separator;
 between different options for displaying negative figures.
Language selection: Changing and selecting the language can only be done in Word.
Prepare for translation
To make your document available to the translator, certain language-specific adjustments must be
removed from the document (e.g. reduced spacing, reduced non-breaking spaces etc.). This automated process involves...
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Resetting manual text formatting that is not required for the translation or could obstruct the
work with a translation memory (non-breaking spaces, character formatting, highlights,
reduced spacing).
Data in text and tables are „protected” so that they cannot be overwritten during
the translation.
All the changes are accepted; which means that the highlighted changes are deleted in the
export file.
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firesys – module overview
[9] languagewords
[9] languagewords
AUTOMATICALLY TRANSLATES TEXTS AND WRITING FROM YOUR EXCEL TABLES WITH THE HELP OF A
DICTIONARY. ONCE A TERM AND ITS TRANSLATION(S) HAVE BEEN AGREED, ALL FURTHER OCCURRENCES ARE ALSO CORRECT AND CONSISTENT – ALSO IN THE TARGET LANGUAGE.
Short description
Translate tables with just one click
languagewords automatically connects all occurrences of a text („hits”) in the tables in your Excel
file to their sources in the dictionary. This means that a text only has to be translated once, all other occurrences are covered. If a text is correctly translated once, the translation will be correct
every time it occurs.
The translation manager makes up the heart of languagewords. It contains texts and their translations (up to five languages), which are listed next to each other and can be updated. You can
change the table language at any time and transfer it to your Word document.
The advantage: The figures are only changed once; the text is automatically adjusted.
Language management in large teams
Terms and their translations are managed and updated with a master dictionary. This master resource can be accessed by any number of individual Excel files. A sophisticated workflow ensures
that new terms can be recommended and made available in all sub-dictionaries after being reviewed and translated.
Master dictionary
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1 Request of terms
4
2 Authorisation and translation
of terms by administrator
3 Commitment of translation
The term is available in all sub-dictionaries (Excel files)
Data exchange with third parties
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You can provide your translator with the dictionary which contains all the terms from your tables
but not the numbers. While the translator is working, you can continue to work with your Excel
file and import the translation later.
You can create a read version of your file for communication and consultation with individuals,
who are only interested in the contents.
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firesys – module overview
[10] toolsfinalise
[10] toolsfinalise
TOOLFINALISE PROVIDES YOU WITH A RANGE OF FUNCTIONS EITHER NOT AVAILABLE IN WORD AT ALL
OR ONLY POSSIBLE VIA WORKAROUNDS. THEY WILL ALLOW YOU TO CREATE PROFESSIONAL TYPOGRAPHY, WITHOUT USING A DTP PROGRAM AS A WORKAROUND.
Short description
toolsfinalise offers a range of useful functions for the professional design of your report.
Coupler
Use the coupler function to join certain terms together so that they are never separated with line
breaks. You can also set words that should never be separated.
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Do not separate terms: Set the rules according to which non-breaking spaces between specific terms (text or numbers) should be inserted.
Remove hyphenation on words: Determine which words should not be hyphenated (e.g.
product or company names).
Baseline grid
The baseline grid helps you to align the lines in your
document to an exact height, even if you have multiple columns and even if the text, tables or graphs
have different line spacings. The lines are aligned
to the bottom of a (hidden) grid, the so-called
baseline grid:
Layout Check
An incorrect font size, a slight difference in the background
shading of a table or an incorrect line boldness: The „Layout
Check” function checks the design and layout of your files in
an instant for any formal errors. It also assists you in
correcting errors.
The layout check also checks your text for formal mistakes,
such as double spaces, punctuation and quotation marks and
checks the auto correct entries.
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firesys – module overview
[11] toolsrights
[11] toolsrights
WITH THE WORKFLOW MANAGEMENT IN FIRESYS YOU CAN DEFINE USERS AND DETERMINE WHO CAN
SEE AND EDIT WHICH DOCUMENTS. THE VERSION MANAGER ALLOWS YOU TO RESTORE PREVIOUS
VERSIONS AT ANY TIME.
Short description
toolsrights supplements firesys with database authorizations and versioning.
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Roles and access: toolsrights allows you to limit users’ access to firesys functions. Three roles
are available: Author, editor and administrator.
Authorization: In combination with linkdocuments, access to stories can be restricted as follows: Full access, read only, no access.
Versioning: You can create versions yourself, or allow toolsrights to version automatically with
certain actions. Versioning does not only apply to your current Word document but also to relevant external data sources from Word, Excel and PowerPoint. Versions can be provided with a
status (draft, pending, approved) and a comment. The Version Manager provides information on
who has changed and entered which contents and when; you can also restore older versions,
when required.
Compare documents: Based on the standard Word
function, you can compare the currently open document
with a previous version. You are automatically offered
a list of previous versions of the document, created
with toolsrights.
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firesys – module overview
[12] toolsvalidation
[12] toolsvalidation
THE STATUSCOCKPIT QUICKLY GIVES YOU AN OVERVIEW OF YOUR EXCEL SPREADSHEETS; THE STATUS
OF EACH SPREADSHEET IS SHOWN AND THE VALIDATION ASSISTANT DETECTS INCONSISTENCIES.
Short description
StatusCockpit
The StatusCockpit provides you with an overview of your Excel file. Both sheets and areas are presented here in a clear overview and can be accessed directly. The status that you can give to individual sheets via navigator is also shown here. Sheets that are given the status of „approved” and
thereby authorized and final, are protected against editing.
Validation and consistency
Using the validation sheet, you can compare „number pairs” with one another and thereby review
them for validation and consistency. The number pairs are listed clearly on the validation sheet,
deviations are also shown.
Cross-file validation:
When working with central values, cells from Excel are transferred to the MeetingPoint.
You can carry out cross-file validation with the help of these cells. The information is automatically
updated, as soon as the figures have been uploaded to the MeetingPoint for the first time. Figures
can also be stored directly in the MeetingPoint. This allows uniform figures to be ensured across
the company.
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firesys – module overview
[13] toolsweb
[13] toolsweb
TOOLSWEB ENABLES YOU TO AUTOMATICALLY CREATE AN HTML DOCUMENT OF YOUR FINANCIAL REPORT WITH JUST ONE CLICK. ALL TABLES CAN BE EXPORTED AS ONE FILE OR AS INDIVIDUAL FILES.
Short description
HTML version
The entire report is converted into a HTML document with just one click. Every section is enclosed
by so-called tags. These are of great use for the further processing by the web agency. In addition,
download links can be created automatically above the tables.
Table export
Table export saves all tables included in your word document as an Excel file. You decide whether
they are saved in one file or in individual files. Of course footnotes can also be transferred. You
even have the option of automatically generating titles above your tables in Excel.
Graphics
With this option, all graphics included in the report are exported as graphic files.
The graphics can then also be used in the online report.
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firesys – module overview
[14] layoutgraphics
[14] layoutgraphics
LAYOUTGRAPHICS IS A POWERFUL DIAGRAM TOOL BASED IN EXCEL, WHICH COMBINES THE
CALCULATING POWER OF EXCEL WITH THE DESIGN POSSIBILITIES OF POWERPOINT AND OTHER
GRAPHICS PROGRAMS.
Short description
layoutgraphics allows you to use graphics and diagrams flexibly, with simultaneous, easy usability.
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Automation: Once set as a template, layoutgraphics offers a broad range of automation possibilities. This ensures that every diagram matches your company’s style guide. As you are familiar
with in Excel, you can automatically fill cells and automatically create graphics.
Flexibility: Adaptations can be easily made by the user, and can thereby be re-used.
Complexity: layoutgraphics can be used to create far more complex diagrams than are possible with the standard Excel functions. This increases user friendliness.
Language: You can change the language of the graphic with just one click. Both the text and
the number format will be automatically adjusted.
The diagram template is first preconfigured
by us...
②
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The writing (1) and the language selection (2)
are determined in the configuration area.
...and then amended by you, as you are
used to doing in Excel.
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Axis labels (3) and values (4) are updated
in the data points area.
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firesys – module overview
[15] layouttables
[15] layouttables
THE TABLE ASSISTANT CREATES PERFECTLY DESIGNED TABLES IN YOUR COMPANY’S DESIGN. THIS
MODULE HAS THE EXACT DESIGN SPECIFICATIONS FOR YOUR TABLES ALREADY PROGRAMMED IN.
Short description
layouttables allows you to format tables in line with your layout specifications, or to adjust
existing tables.
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Table assistant: Your personal assistant to create new, blank tables and to change existing
tables to suit the defined layout.
Formatting functions: Besides the table assistant, the „Tables” menu also offers numerous
possibilities for designing individual rows, which have been specially tailored to your publication’s layout. This includes, for example, different row types, highlighting for the current
financial year, lines and background colors.
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