VisibleThread for Docs 2-10 - whats new - Flagging Risk in Contract Documents

Post on 20-Dec-2014

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In this 30 minute webinar, we show you the new capability in VisibleThread for Docs version 2.10. It will help you drive clearer, less risky and more ‘on-message’ docs. We’ll take you on a quick tour of what’s new, including: - New PDF Reports for all major views - New import from CSV (Excel) to new and existing dictionaries - How to set up a partial term match in concepts.

transcript

VisibleThread for Docs – What’s new in version 2.10?

Webinar – Feb 20th 12:30 ET

Fergal McGovern, CEO

2

Operational Notes Operational Notes & Agenda

1. New & better PDF Reporting

2. Better Dictionary Customisation

3. Miscellaneous Improvements & Bug Fixes

1. Call will last for about 30 minutes (longer if questions)

2. VisibleThread Sales (Rowland Bradley, US Sales) & Support staff (Eoin Wren – head of support) are panellists to address any questions

3. Please ask any questions using the chat facility

1 --> New and better PDF Reporting

4

Better Reports Plain Language PDF report

1. New Plain language PDF

2. New Concept PDF report at Doc. level

• You can run Full report

• You can select certain terms for more specific report

3. New concept PDF report at folder level

4. New Quality PDF report at Doc. Level

5. Better outputs in CSV reports e.g. category

5

Better Reports Concept PDF report (Doc)

1. New Plain language PDF

2. New Concept PDF report at Doc. level

• You can run Full report

• You can select certain terms for more specific report

3. New concept PDF report at folder level

4. New Quality PDF report at Doc. Level

5. Better outputs in CSV reports e.g. category

6

Better Reports Concept PDF report (Folder)

1. New Plain language PDF

2. New Concept PDF report at Doc. level

• You can run Full report

• You can select certain terms for more specific report

3. New concept PDF report at folder level

4. New Quality PDF report at Doc. Level

5. Better outputs in CSV reports e.g. category

7

Better Reports Quality PDF report (Doc)

1. New Plain language PDF

2. New Concept PDF report at Doc. level

• You can run Full report

• You can select certain terms for more specific report

3. New concept PDF report at folder level

4. New Quality PDF report at Doc. Level

5. Better outputs in CSV reports e.g. category

8

Better Reports Better exports (includes category)

1. New Plain language PDF

2. New Concept PDF report at Doc. level

• You can run Full report

• You can select certain terms for more specific report

3. New concept PDF report at folder level

4. New Quality PDF report at Doc. Level

5. Better outputs in CSV reports e.g. category

Category now included in outputs

Better Reports How to ?

1. Create a new VisibleThread folder

2. Upload document(s) into the new folder.

3. Click appropriate tab on right

4. Click the “View PDF report”

Click View PDF report

Copyright Visible Thread 201410

And live…

2 --> Better Dictionary Customization (CSV)

Dictionaries

12

Import full Dictionary from CSV

1. Import full dictionary from CSV

2. Overlay CSV into existing dictionaries

Use scenarios:

A. Import with overlay

Start with base dictionary, say "Tech differentiators“

Combine other dictionaries, eg: ‘Legal’ use overlay.

3. Partial matching "cmm*"

CSV Text file in Excel

Dictionaries

13

Import full Dictionary from CSV

1. Import full dictionary from CSV

2. Overlay CSV into existing dictionaries

Use scenarios:

A. Import with overlay

Start with base dictionary, say "Tech differentiators“

Combine other dictionaries, eg: ‘Legal’ use overlay.

3. Partial matching "cmm*"

CSV Text file in Excel

Dictionaries

14

Import full Dictionary from CSV

1. Import full dictionary from CSV

2. Overlay CSV into existing dictionaries

Use scenarios:

A. Import with overlay

Start with base dictionary, say "Tech differentiators“

Combine other dictionaries, eg: ‘Legal’ use overlay.

3. Partial matching "cmm*"

CSV Text file in Excel

Dictionaries Overlay CSV into Existing

1. Import full dictionary from CSV

2. Overlay CSV into existing dictionaries

Use scenarios:

A. Import with overlay

Start with base dictionary, say "Tech differentiators“

Combine other dictionaries, eg: ‘Legal’ use overlay.

3. Partial matching "cmm*"

Dictionaries Import with overlay from CSV

1. Import full dictionary from CSV

2. Overlay CSV into existing dictionaries

Use scenarios:

A. Import with overlay

Start with base dictionary, say "Tech differentiators“

Combine other dictionaries, eg: ‘Legal’ use overlay.

3. Partial matching "cmm*"

Business keywords

+ +

Tech keywords Legal keywords

Dictionaries Partial Matching

1. Import full dictionary from CSV

2. Overlay CSV into existing dictionaries

Use scenarios:

A. Import with overlay

Start with base dictionary, say "Tech differentiators“

Combine other dictionaries, eg: ‘Legal’ use overlay.

3. Partial matching "cmm*"

Match ‘damage’, ‘damages’ etc.

3 --> Miscellaneous Improvements

Misc Miscellaneous Improvements

1. Tidy up naming - dictionaries replaces 'reference practices'

2. Tidy up button placement and clarity "use different dictionary"

3. Tidy up dictionary area with more obvious menus eg "New Concept dictionary", more obvious instruction to import/edit

4. Share link to external apps

5. 30+ bug fixes

Misc Miscellaneous Improvements

1. Tidy up naming - dictionaries replaces 'reference practices'

2. Tidy up button placement and clarity "use different dictionary"

3. Tidy up dictionary area with more obvious menus eg "New Concept dictionary", more obvious instruction to import/edit

4. Share link to external apps

5. 30+ bug fixes

Misc Miscellaneous Improvements

1. Tidy up naming - dictionaries replaces 'reference practices'

2. Tidy up button placement and clarity "use different dictionary"

3. Tidy up dictionary area with more obvious menus eg "New Concept dictionary", more obvious instruction to import/edit

4. Share link to external apps

5. 30+ bug fixes

Misc Miscellaneous Improvements

1. Tidy up naming - dictionaries replaces 'reference practices'

2. Tidy up button placement and clarity "use different dictionary"

3. Tidy up dictionary area with more obvious menus eg "New Concept dictionary", more obvious instruction to import/edit

4. Share link to external apps

5. 30+ bug fixes

Thanks – Q&A

Recording will be available

on www.VisibleThread.com

Mail support@visiblethread.com for deployment and usage questions

Mail sales@visiblethread.com for commercial questions

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