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

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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. ...

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.

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

  • 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