Assistant Users and Outlook Plugin / Desktop App Integration: RMS 88

The Bipsync Research Management System has been updated to release 88, with a number of quality improvements and a few new features:

Release88

  • Assistant Users. Analysts and teams with assistants can now add them as Bipsync Assistant Users to log in, access and create notes on their behalf. We store a comprehensive audit trail to ensure that it’s clear where an assistant has taken an action on behalf of another user.
  • Compliance Report-Only Users. You can now specify that certain users only have access to Compliance Report, without giving access to the main RMS. This option can be managed via the Admin User Interface.
  • Outlook Plugin / Desktop App integration. If you use the beta Desktop App to upload and sync files from your desktop, you can now take advantage of an additional integration with the Bipsync Outlook Plugin. If you have the Desktop App installed and click the Outlook Plugin button to upload an email, you’ll now have the opportunity to fully tag and update the note sharing/locking through the same Desktop App interface.
  • Over a dozen other improvements and fixes.

In the last week, updates have also been released to the Bipsync Notes iOS App and the Bipsync Web Clipper Chrome Extension. If you have automatic updates switched on, you should already be on the latest versions.

As usual, please get in touch with your feedback, suggestions or questions.