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.
Borderless Access - Global B2B Panel book-unlock 2024
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
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
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