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VisibleThread for Docs 2-10 - whats new - Flagging Risk in Contract Documents
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Transcript of VisibleThread for Docs 2-10 - whats new - Flagging Risk in Contract Documents
VisibleThread for Docs – What’s new in version 2.10?
Webinar – Feb 20th 12:30 ET
Fergal McGovern, CEO
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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
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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
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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
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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
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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
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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
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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
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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
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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 [email protected] for deployment and usage questions
Mail [email protected] for commercial questions
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