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VisibleThread for Docs –
What’s new in version 2.10?
Webinar – Feb 20th 12:30 ET

Fergal McGovern, CEO
Operational
Notes

Operational Notes & Agenda

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 & better PDF Reporting

2.

Better Dictionary Customisation

3.

Miscellaneous Improvements & Bug Fixes
2
1 --> New and better PDF
Reporting
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

4
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

5
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

6
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

7
Better
Reports

Better exports (includes category)

1.

New Plain language PDF

2.

New Concept PDF report
at Doc. level
•

You can run Full report

•

Category now
included in
outputs

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

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
And live…

10
Copyright Visible Thread 2014
2 --> Better Dictionary
Customization (CSV)
Dictionaries

Import full Dictionary from CSV
CSV Text file in Excel

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*"

12
Dictionaries

Import full Dictionary from CSV
CSV Text file in Excel

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*"

13
Dictionaries

Import full Dictionary from CSV
CSV Text file in Excel

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*"

14
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
23

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

  • 1. 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. 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 & better PDF Reporting 2. Better Dictionary Customisation 3. Miscellaneous Improvements & Bug Fixes 2
  • 3. 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 4
  • 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 5
  • 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 6
  • 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 7
  • 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 • Category now included in outputs 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
  • 9. 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
  • 11. 2 --> Better Dictionary Customization (CSV)
  • 12. Dictionaries Import full Dictionary from CSV CSV Text file in Excel 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*" 12
  • 13. Dictionaries Import full Dictionary from CSV CSV Text file in Excel 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*" 13
  • 14. Dictionaries Import full Dictionary from CSV CSV Text file in Excel 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*" 14
  • 15. 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*"
  • 16. 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 +
  • 17. 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.
  • 19. 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
  • 20. 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
  • 21. 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
  • 22. 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
  • 23. 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 23