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. 2 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. 3 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. 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. 4 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. 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. 5 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. 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. 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. 6 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. 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. 7 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. 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. 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. 8 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. 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. 9 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. 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... 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. 10 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 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 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. 11 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. 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. 12 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. 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. 13 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. 14 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. 15 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. 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 ① 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. ③ ④ Axis labels (3) and values (4) are updated in the data points area. 16 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. 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. 17
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