1 00:00:00,800 --> 00:00:04,800 Equidox by Onix. Reach Everyone 2 00:00:06,120 --> 00:00:08,720 [Dan] All right, let me share my screen here. 3 00:00:11,760 --> 00:00:15,200 Do you have anything that you'd like to say  before we get started? [Tammy] I do want to   4 00:00:15,200 --> 00:00:22,160 just reiterate that we have dedicated support  staff. So I know a lot of you have gotten used to   5 00:00:22,160 --> 00:00:28,960 emailing questions to your account manager, which  is fine. But I think you will get a better and   6 00:00:28,960 --> 00:00:34,560 faster response if you use the Help feature  within Equidox. That's what it's there for,   7 00:00:34,560 --> 00:00:41,680 and our support people, you know, are armed with  answers and screenshots and how-tos. So if you run   8 00:00:41,680 --> 00:00:46,800 up against something that you cannot figure out  for yourself, or can't find in the User Guide,   9 00:00:46,800 --> 00:00:53,280 that Help feature is there for you. So please use  it. They like their existence to be justified. So   10 00:00:54,400 --> 00:01:00,320 we're always happy to have you talk to them.  Over to yo, Dan. [Dan} All right. Thanks, Tammy.   11 00:01:01,200 --> 00:01:05,920 Yeah and I'llmake sure to mention once we  share the Equidox interface. I'llshow you   12 00:01:05,920 --> 00:01:09,600 exactly where that Help button is, just in case  anyone wasn't aware of it or needs a reminder.   13 00:01:10,640 --> 00:01:17,120 So welcome everyone to another edition of Equidox  Webinar Wednesdays. This one we're doing a little   14 00:01:17,120 --> 00:01:22,800 bit of a feature review. So if anyone is  an existing user on the call, you probably   15 00:01:22,800 --> 00:01:27,200 are aware that we did have five separate  major releases throughout the year of 2020.   16 00:01:27,920 --> 00:01:32,400 So we just want to make sure that in case anyone  has missed previous webinars, or if anyone's….   17 00:01:32,960 --> 00:01:38,960 the training that you might have received prior  to 2020 might be a little bit outdated. So just   18 00:01:38,960 --> 00:01:43,440 want to make sure everyone is aware of these new  features and exactly how they all work at a high   19 00:01:43,440 --> 00:01:48,800 level. Now there was quite a few enhancements to  existing features and a bunch of small features   20 00:01:48,800 --> 00:01:54,640 that were released that we're not going to have  time to cover in entirety today during the 30   21 00:01:54,640 --> 00:02:00,080 minutes. But I'm going to make sure that I touch  on a few of the major ones. So as always if you'd   22 00:02:00,080 --> 00:02:05,360 like to get in touch with us after this webinar  today, you feel free to reach out to us either   23 00:02:05,360 --> 00:02:12,320 at EquidoxSales@Onixnet.com or directly through  our website at www.Equidox.co. Or if you have   24 00:02:12,320 --> 00:02:15,920 an existing account manager, feel free to reach  out to them if you'd like to have any further   25 00:02:15,920 --> 00:02:21,760 discussions about how Equidox might fit into your  organization or any of these new features. We're.   26 00:02:26,880 --> 00:02:32,720 Now before we jump into Equidox I just also wanted  to mention a little bit about our parent company,   27 00:02:32,720 --> 00:02:38,400 which is Onix Networking. So many of you might be  familiar with our company that we call Equidox,   28 00:02:38,400 --> 00:02:42,560 just because that's the name of our software.  But we're actually a division of Onix which is   29 00:02:42,560 --> 00:02:48,880 a a larger organization. And Onix is primarily  a partner with Google. We're actually google's   30 00:02:48,880 --> 00:02:54,240 first official enterprise partner. So we have a  very long, I think nearly 20-year relationship,   31 00:02:54,240 --> 00:03:01,360 with google so a lot of our core business actually  focuses around cloud consulting. So we're like a   32 00:03:01,360 --> 00:03:07,520 very well-rounded cloud consultancy group. So  we can help your organization with a variety of   33 00:03:07,520 --> 00:03:12,640 different things as it relates to cloud computing.  So if you have any further questions on that or   34 00:03:12,640 --> 00:03:16,800 would like to have a discussion bringing someone  else from your organization into that, please feel   35 00:03:16,800 --> 00:03:22,000 free to reach out to us, and we can definitely  set up a conversation with the right people on   36 00:03:22,000 --> 00:03:28,320 our end. Now we... I just also wanted to show  you a couple of logos we do have some very large   37 00:03:28,320 --> 00:03:33,840 notable clients so just to put these up on the  screen there just to show you just a few of the   38 00:03:34,400 --> 00:03:40,800 organizations that we work with. Now that said  I am going to jump into Equidox. And we will   39 00:03:40,800 --> 00:03:44,320 take a look here at a few of the  new features that we've released.   40 00:03:44,320 --> 00:03:49,600 So as I mentioned we did have five releases during  the year of 2020. Some of the major features that   41 00:03:49,600 --> 00:03:55,280 I'm going to cover today are the Table Editor  which is now powered by artificial intelligence,   42 00:03:55,920 --> 00:03:59,840 as well as the List Editor, also  powered by artificial intelligence.   43 00:04:00,560 --> 00:04:06,880 We also have... we had a major update around form  support. So we're now able to support simple forms   44 00:04:07,520 --> 00:04:11,920 and being able to remediate those and export those  from Equidox to make those forms more accessible.   45 00:04:12,800 --> 00:04:17,600 Also some other major enhancements: the  Merge feature was a big one that kind of   46 00:04:17,600 --> 00:04:22,800 changed a lot of things for people, as well  as our ability to check for certain things on   47 00:04:22,800 --> 00:04:26,480 outputs when you're exporting documents. You're  getting some feedback from the application   48 00:04:26,480 --> 00:04:31,360 which is looking for some high-level accessibility  issues. So we'll warn you when you're exporting   49 00:04:31,360 --> 00:04:36,160 documents if you have any issues with the way  that you have things structured within Equidox.   50 00:04:36,800 --> 00:04:40,960 So I'm going to start actually with this very  first document. And this is just a simple form.   51 00:04:41,520 --> 00:04:46,400 So one thing to keep in mind when you're dealing  with forms and working with them in Equidox:   52 00:04:46,400 --> 00:04:52,720 it's very important to make sure that you have  those form fields are already built. So that's   53 00:04:52,720 --> 00:04:58,320 something to keep in mind. If you've set up form  fields, whether it be in Acrobat, for example,   54 00:04:58,880 --> 00:05:02,560 you'll be able to import that document into  Equidox. And when you open it up you will   55 00:05:02,560 --> 00:05:06,880 see that those forms are already there. Or those  fields rather, are already there waiting for you.   56 00:05:07,760 --> 00:05:15,120 So the great thing about using Equidox to  remediate forms is that... the main thing is   57 00:05:15,120 --> 00:05:19,920 that when you're remediating these fields, you  have to add in a Tooltip. So the Tooltip will   58 00:05:19,920 --> 00:05:24,560 actually be populated for you over here on the  left-hand side. And you're able to very quickly go   59 00:05:24,560 --> 00:05:31,760 through the fields and update or add the Tooltip  that is required to make it... to make the field   60 00:05:31,760 --> 00:05:37,120 accessible to end-users. So if you aren't aware  of how screen reader users are interacting with   61 00:05:37,120 --> 00:05:43,040 fillable forms, keep in mind that there is a  read-only mode where they are interacting with   62 00:05:43,040 --> 00:05:47,440 the sort of... the labels... the text elements  around the document. And then when they switch   63 00:05:47,440 --> 00:05:55,040 to the interactive mode, they are then interacting  with the fields. So the fields need to be given   64 00:05:55,040 --> 00:06:00,800 these Tooltips which indicate exactly what that  user needs to do…. what they need to enter into   65 00:06:00,800 --> 00:06:06,800 that field. Whether it be a checkbox, a drop-down  menu, a text field, a radio button. There are   66 00:06:06,800 --> 00:06:10,720 different types of fields, and they all require  different types of Tooltips, which are really just   67 00:06:11,600 --> 00:06:17,440 hints or explanations as to what exactly they need  to fill in. So the great thing about Equidox is   68 00:06:17,440 --> 00:06:21,280 that you don't have to go into and right-click  and go into the properties of the field   69 00:06:21,280 --> 00:06:24,880 and navigate through a bunch of different  menu items to be able to add the Tooltip.   70 00:06:24,880 --> 00:06:30,000 You can very quickly just scan through these  fields and update or add the Tooltips whenever   71 00:06:30,000 --> 00:06:36,240 needed. Over here into this text field, and then  of course you have the power of Equidox to do all   72 00:06:36,240 --> 00:06:40,880 the other remediation that comes along with forms.  Because not all forms are simply the fields.   73 00:06:40,880 --> 00:06:45,360 You also have headings and text elements. You  also need to worry about your Reading Order.   74 00:06:45,360 --> 00:06:50,560 So you have the ability to use Equidox and all  of its great tools in that category to be able   75 00:06:50,560 --> 00:06:54,960 to very quickly set up this document in a way  that will be compatible with a screen reader.   76 00:06:55,760 --> 00:07:02,320 Now another sort of sub-feature that came with  the form support is a new Preview button. And   77 00:07:02,320 --> 00:07:06,320 that's up here in the upper right-hand corner. So  if you've used Equidox before, chances are you're   78 00:07:06,320 --> 00:07:10,960 familiar with the main Preview button, which looks  kind of like a computer monitor or a television   79 00:07:10,960 --> 00:07:16,080 screen. But the button next to it looks a bit  like a laptop. So when you press this button,   80 00:07:16,080 --> 00:07:21,920 what actually happens, it will open up a separate  tab in your browser. And this will give you an   81 00:07:21,920 --> 00:07:27,280 HTML preview of the form field that you have  of the form that you are working on. And it   82 00:07:27,280 --> 00:07:33,360 will also show you the basic layout that you have  structured. So, for example, you can also see the   83 00:07:34,400 --> 00:07:38,080 Tooltips within the fields themselves.  Just as a way of validating your work   84 00:07:38,080 --> 00:07:41,920 before you move on to other pages in the  document or different documents altogether.   85 00:07:42,560 --> 00:07:47,520 So if you have any missing form fields you'll  be able to see that and check your work. Here   86 00:07:47,520 --> 00:07:51,440 you can look at your drop-down menu and see all  the options that you have assigned. With that   87 00:07:51,440 --> 00:07:55,600 drop-down menu, you have radio buttons here that  you're able to check out. So this is just another   88 00:07:55,600 --> 00:08:00,480 way of validating your work. And keep in mind  that you can also use Equidox for all the other   89 00:08:00,480 --> 00:08:05,840 features in terms of remediating it. So using the  Zone Detection, using the Reading Order features   90 00:08:05,840 --> 00:08:10,560 within Equidox. Because that's a very important  part of form remediation. This is all now possible   91 00:08:10,560 --> 00:08:16,240 within Equidox. Something that was definitely a  huge challenge before, was form remediation. But   92 00:08:16,240 --> 00:08:20,880 this new update and enhancement to it have  made it a lot easier. It really is as simple as   93 00:08:20,880 --> 00:08:26,320 typing in the field. The Tooltips into each field,  setting your headings, setting your reading order,   94 00:08:26,320 --> 00:08:29,840 checking your Preview, and then when you're  satisfied, you can export that document.   95 00:08:30,640 --> 00:08:37,120 So please feel free to start experimenting and  working with the new form enhancement. It really   96 00:08:37,120 --> 00:08:42,960 is a huge time saver comparative to using  Adobe Acrobat or other manual tagging tools. 97 00:08:45,120 --> 00:08:50,880 So that's a quick crash course through the new  form editing. So now let's jump out of this   98 00:08:50,880 --> 00:08:57,040 document and take a look at something else. Now  another one of the major features that I mentioned   99 00:08:57,040 --> 00:09:03,440 was the artificial intelligence List Detector.  So if I take a look at a document such as this,   100 00:09:04,560 --> 00:09:11,120 any of our old users perhaps remember the way  that we used to interact with lists, where   101 00:09:11,840 --> 00:09:16,720 we would have to identify all the different list  items in their individual text zone, and then we'd   102 00:09:16,720 --> 00:09:22,560 have to layer a list zone on top of that, to then  turn them into list items. A very tedious and very   103 00:09:22,560 --> 00:09:28,720 slow process compared to what we're able to do  now. So now that we have our List Detection tool,   104 00:09:29,360 --> 00:09:35,280 we can identify the entire list itself with a  single zone. And it's currently just a text zone   105 00:09:35,280 --> 00:09:39,200 because this is a completely untagged document.  So we need to make sure that we're identifying   106 00:09:39,200 --> 00:09:45,520 this as a list zone. So we can either use the  drop-down menu to identify the zone as a list,   107 00:09:45,520 --> 00:09:51,840 or we can change the zone type with our  keyboard shortcut by just hitting “L” instead of   108 00:09:51,840 --> 00:09:56,560 “U.” As opposed to “L.” So when I hit  “L” I now change the zone type to a list.   109 00:09:57,120 --> 00:10:01,920 And I get this green bar that comes down the  left-hand side. And if I just get that layered   110 00:10:01,920 --> 00:10:07,600 on top of the outside bullet points... so you can  see these bullet points are underneath that green   111 00:10:07,600 --> 00:10:14,000 bar. I now have a List Detection slider down here.  So similar to the Zone Detector slider, this is   112 00:10:14,000 --> 00:10:18,800 just changing the detection level. Except this  time the List Detector is actually powered with   113 00:10:18,800 --> 00:10:24,400 machine learning and artificial intelligence. So  as I slide this from left to right, if I slide   114 00:10:24,400 --> 00:10:29,440 it over to the second setting for example, I'm  actually invoking machine learning where Equidox   115 00:10:29,440 --> 00:10:34,640 is able to detect the structure in the layout of  this list. So it's taken that single zone that I   116 00:10:34,640 --> 00:10:40,320 previously had, and it has broken it up into two  main list items. And it has given me inside of   117 00:10:40,320 --> 00:10:46,480 each of those list items another sub-list which  is actually made up of two two list items. And in   118 00:10:46,480 --> 00:10:51,760 those, I even have another layer of sub-lists. So  all of that happens basically instantly once you   119 00:10:51,760 --> 00:10:56,880 use the artificial intelligence List Detector. And  when you look at the Preview on how this looks,   120 00:10:56,880 --> 00:11:03,280 on the HTML Preview, you can see that we have  created a perfect HTML nested list exactly as   121 00:11:03,280 --> 00:11:09,120 it appears on that source document. So that's how  easy and fast we're able to remediate nested lists   122 00:11:09,120 --> 00:11:14,640 using the artificial intelligence tools. So just  for comparison's sake, a list like this, if you   123 00:11:14,640 --> 00:11:20,880 were to remediate this in Acrobat… If you could  do it in less than 20 minutes I’d be impressed.   124 00:11:20,880 --> 00:11:26,880 It's quite a tedious process to create all of  these different layers. Three layers of nesting,   125 00:11:26,880 --> 00:11:31,120 identifying all of the list items, the list  labels, and stacking everything together within   126 00:11:31,120 --> 00:11:35,760 the tag tree. It's just no matter how technically  gifted you are or how well trained you are,   127 00:11:35,760 --> 00:11:41,360 it's just a lot of steps to get to this  ultimately to this endpoint of a nested list.   128 00:11:41,360 --> 00:11:46,880 So by comparison, the time savings are really  remarkable if you're dealing with a lot of lists.   129 00:11:47,600 --> 00:11:52,160 It is so much faster in Equidox because of our  different approach and because of our technology   130 00:11:52,160 --> 00:11:58,400 using artificial intelligence and machine learning  to identify the structure and being able to create   131 00:11:58,400 --> 00:12:04,800 those reading zones automatically. And then of  course when Equidox exports the document as a PDF.   132 00:12:04,800 --> 00:12:09,040 It will take all of this HTML source code that  we've created and it will automatically convert it   133 00:12:09,040 --> 00:12:13,840 back into a PDF tag tree for you. So that you're  not having to interact with those individual tags.   134 00:12:13,840 --> 00:12:18,480 You're simply checking your structure here on your  HTML preview, and when you feel satisfied that you   135 00:12:18,480 --> 00:12:24,800 have set the list up properly, you then can save  the page and move on to other elements. Now that's   136 00:12:24,800 --> 00:12:30,880 a quick crash course through the automated List  Detection. Now there was another enhancement to   137 00:12:30,880 --> 00:12:35,920 list as well that came out more recently. think on  our November release. I mean that is the ability   138 00:12:35,920 --> 00:12:42,960 to convert lists into a Table of Contents. So if  you work with a lot of documents perhaps longer   139 00:12:42,960 --> 00:12:48,640 documents you might have Table of Contents  pages within them. So many people have asked   140 00:12:48,640 --> 00:12:54,640 us about incorporating a TOC tag type. And that is  something that we have added to Equidox recently.   141 00:12:54,640 --> 00:13:00,160 So basically what you do to convert a list into a  Table of Contents is exactly what I've just done   142 00:13:00,160 --> 00:13:05,600 here. Setting up the list using the artificial  intelligence List Detection. And then we have   143 00:13:05,600 --> 00:13:11,920 a checkbox here which you can press on any given  list. So if you select the main list then you can   144 00:13:11,920 --> 00:13:19,680 press the “Convert to Table of Contents” checkbox.  Nothing visually will change in your HTML preview.   145 00:13:19,680 --> 00:13:23,680 So when you look at the HTML, nothing is going  to be different about how it looks visually.   146 00:13:23,680 --> 00:13:28,240 But when you export the document, you will see  that instead of list and list item tags you will   147 00:13:28,240 --> 00:13:34,000 have TOC and TOCL Itags for the Table of Contents.  So it's as simple as just setting up a list as   148 00:13:34,000 --> 00:13:40,080 normal and then using the checkbox here to select  that, to identify it as a Table of Contents.   149 00:13:40,080 --> 00:13:44,480 So that's another feature that will save you a few  steps, that you won't have to worry about anything   150 00:13:44,480 --> 00:13:48,640 once you've exported the file. You'll be able to  set up those Tables of Contents within Equidox.   151 00:13:50,560 --> 00:13:57,680 Now another important update that we've  made to Equidox in the year 2020. This came   152 00:13:57,680 --> 00:14:03,840 earlier in 2020, but that is our artificial  intelligence Table Detection. So many of you,   153 00:14:03,840 --> 00:14:08,720 if you've used Equidox prior to 2020, you would  have remembered the ability that we have to   154 00:14:09,680 --> 00:14:15,600 to to use the Table Editor to save a lot of time  in terms of tagging tables. Which can be again,   155 00:14:15,600 --> 00:14:20,800 using manual tagging tools, very tedious and  very slow. But with our artificial intelligence   156 00:14:20,800 --> 00:14:26,000 Table Detection, we're actually speeding that  up even further. So if we just identify the   157 00:14:26,000 --> 00:14:32,400 entire table with a single zone, then I can  press “T” on my keyboard to identify that as   158 00:14:32,400 --> 00:14:37,920 a table. Or I could use the drop-down if I’d  like. And then I can open up the Table Editor,   159 00:14:39,840 --> 00:14:45,760 and prior to 2020, you might have remembered  dragging grid lines around and manually adding   160 00:14:45,760 --> 00:14:50,720 and subtracting columns and rows wherever needed.  So that was the way that we used to do things.   161 00:14:50,720 --> 00:14:54,480 Which was still much faster than manually  doing everything in Acrobat... Setting up   162 00:14:54,480 --> 00:15:00,080 the tag tree completely. But now what we're able  to do is actually use our Table Detection sliders.   163 00:15:00,080 --> 00:15:04,560 So again, these are using artificial intelligence  and machine learning. And as I move these around   164 00:15:04,560 --> 00:15:10,000 I'm able to just redetect the table and give  myself a better starting point. So the initial   165 00:15:10,000 --> 00:15:14,480 guess by Equidox, in this case, was pretty  solid. It gave me the rows pretty much spot on.   166 00:15:14,480 --> 00:15:19,520 But I'm able to use this to basically find a  better setting. So I'm not having to make as many   167 00:15:19,520 --> 00:15:25,520 manual adjustments. So once I find that sort of  match between the columns and the rows, I now have   168 00:15:25,520 --> 00:15:31,200 grid lines pretty much exactly where they need to  be. Now they might be slightly offset, so just the   169 00:15:31,200 --> 00:15:36,320 rows themselves are maybe just a hair below the  actual line itself. But we've also added a new   170 00:15:36,320 --> 00:15:42,080 feature where we can actually nudge all of our  rows up. So on the Cells tab, you can go to the   171 00:15:42,080 --> 00:15:46,960 Nudge button, where you can nudge all of your rows  up. You can nudge them down, you can nudge your   172 00:15:46,960 --> 00:15:51,520 columns to the left, you can nudge them to the  right. They don't have to be perfect. This is...   173 00:15:51,520 --> 00:15:56,800 the green lines that you're seeing are not there  for aesthetics. This is simply to capture the data   174 00:15:56,800 --> 00:16:02,720 within the cell. So as long as the data is present  within the cell, everything will be fine. But they   175 00:16:02,720 --> 00:16:06,640 are... it is handy to have if you're dealing  with very tightly spaced tables. If you think   176 00:16:06,640 --> 00:16:12,000 of like a financial table, where it might have 75  rows in it, and if every grid line is just a hair   177 00:16:12,000 --> 00:16:16,480 below where it needs to be... That nudge feature  really comes in handy because you can just bump   178 00:16:16,480 --> 00:16:22,080 them all up together in unison without having  to grab every single individual row. It can save   179 00:16:22,080 --> 00:16:29,440 a ton of time and a ton of clicks. Now taking  a look at the Preview, what I will see is a   180 00:16:29,440 --> 00:16:34,640 nice clean HTML table. I still have a few things  that I would need to update to a table like this.   181 00:16:35,440 --> 00:16:41,360 Mainly that I have, like, the top row up here.  If you notice, I have a duplication of the years,   182 00:16:41,360 --> 00:16:47,120 and I also have... the sub the sub-column  headers below it are still in that standard font.   183 00:16:47,120 --> 00:16:51,920 So this is a bit of a unique table because we have  some spanning that we need to do across this top   184 00:16:51,920 --> 00:16:58,960 row where 2017 actually has four columns that are  correlated with it. And the same thing with 2018.   185 00:16:58,960 --> 00:17:03,680 And I also have two rows of column headers.  So both the year and the quarter within the   186 00:17:03,680 --> 00:17:09,440 year need to be identified as column headers. So  what I'll do is I'll address the spanning first.   187 00:17:09,440 --> 00:17:16,000 If I just select here in this cell above Q1,  and hold down SHIFT and then select above Q4,   188 00:17:16,000 --> 00:17:22,080 I can now span across those cells. So I can either  press the Span button up here, which will appear.   189 00:17:22,720 --> 00:17:28,480 Or I can just press “S” on my keyboard. So  “S” will also achieve that span that I need.   190 00:17:28,480 --> 00:17:33,920 And when I refresh the Preview, what I will see is  I've gotten rid of that duplicated year and those   191 00:17:33,920 --> 00:17:39,520 empty cells on either side. I've spanned across  those four columns. Now I also need to identify   192 00:17:39,520 --> 00:17:45,040 my Q1 through Q4 as column headers so that this  table will be properly structured. And that the   193 00:17:45,040 --> 00:17:49,840 end-users who are navigating through the table  data will know exactly which department they are   194 00:17:49,840 --> 00:17:55,680 in, which year, in which quarter. So all I need to  do to fix that is I need to just update my column   195 00:17:55,680 --> 00:18:01,520 header from 1… Which is the default setting, by  default it's just a one-to-one ratio, meaning that   196 00:18:01,520 --> 00:18:06,720 the farthest left column are your row headers,  and the far... in the top, the top row are your   197 00:18:06,720 --> 00:18:10,880 column headers. So that's just the default setting  of Equidox. But if you have two column headers,   198 00:18:10,880 --> 00:18:16,960 for example, you just change the one from to two.  And then if you refresh the Preview you will now   199 00:18:16,960 --> 00:18:23,120 have that bold font where you previously didn't  have. You previously have these standard fonts.   200 00:18:23,120 --> 00:18:29,280 So we are able to structure this table exactly  as it needs to be. So that way when an end-user   201 00:18:29,280 --> 00:18:34,160 is navigating, for example, through the sales  department, when they arrive at this cell here,   202 00:18:34,160 --> 00:18:39,280 they know that they are in the year 2018, and the  quarter is the second quarter. So they have all   203 00:18:39,280 --> 00:18:44,400 that information properly structured for them in  the table, and we can see it right here in HTML.   204 00:18:44,400 --> 00:18:48,160 And then when we're satisfied with this, we're  able to save the table and close out and move on   205 00:18:48,160 --> 00:18:52,640 to other elements in the document. So a lot  faster than doing it manually. Again if you   206 00:18:52,640 --> 00:18:58,160 were doing this manually, in a manual tagging  tool… If you could do this in under, you know,   207 00:18:58,160 --> 00:19:03,520 half an hour it would be impressive. With Equidox  it literally can be done in 10 to 15 seconds.   208 00:19:04,160 --> 00:19:08,960 Once you kind of figure out the proper setting  for your columns and rows, everything else just   209 00:19:08,960 --> 00:19:14,000 kind of falls in place. And it's very intuitive  to use. Now another update that we've made to   210 00:19:14,000 --> 00:19:22,720 the table... to the Table Editor is the ability  of Equidox to write the Table Summary for you.   211 00:19:22,720 --> 00:19:27,200 So if you notice, while I was setting up the  gridlines here within this table, the Table   212 00:19:27,200 --> 00:19:32,960 Summary itself has been auto-populating. So that's  a really nice feature because what it will do is,   213 00:19:32,960 --> 00:19:38,240 it'll allow your organization to produce very  consistent and very accurate Table Summaries.   214 00:19:38,240 --> 00:19:43,120 Many people think that the table summary is  supposed to be like a description of, you know,   215 00:19:43,120 --> 00:19:48,640 the context of the table and what's the table  all about. Ideally the actual document itself   216 00:19:48,640 --> 00:19:54,320 will provide enough context for the... what's  actually contained within the Table Summary is   217 00:19:54,320 --> 00:19:59,840 really supposed to be more about navigation. So  indicating how many rows and columns there... are   218 00:19:59,840 --> 00:20:06,640 the fact that I have spans going across the top  row. That is indicated here in my Table Summary.   219 00:20:07,200 --> 00:20:13,680 So the fact that I have multiple column headers is  indicated in my Table Summary. So all of that is   220 00:20:13,680 --> 00:20:18,160 actually automatically written for me in the Table  Summary and I don't have to type anything out.   221 00:20:18,160 --> 00:20:23,040 You can still add additional information into  the Table Summary if you'd like add or remove   222 00:20:23,600 --> 00:20:28,080 information as needed. But it is really nice  that Equidox does that heavy lifting for you.   223 00:20:28,640 --> 00:20:32,960 So that's a new enhancement that we've that  we have added to the Table Editor that's   224 00:20:32,960 --> 00:20:38,160 really just intended for improved accuracy  and better... and just better usability. 225 00:20:40,480 --> 00:20:43,920 Now another feature that we have added is the...   226 00:20:44,640 --> 00:20:51,040 the well actually we've enhanced... is actually  the Merge feature. So merging was somewhat   227 00:20:51,040 --> 00:20:57,280 problematic before because things had to fall  in line within the Reading Order. So for example   228 00:20:58,080 --> 00:21:04,000 Reading Zone 5 could only merge into Reading Zone  four. This presented problems if you were dealing   229 00:21:04,000 --> 00:21:10,240 with, for example, page breaks where a paragraph  cut off at one page and then carried over onto   230 00:21:10,240 --> 00:21:16,080 the next. If there was a header or footer data  information that was disrupting that Reading   231 00:21:16,080 --> 00:21:21,200 Order, for example, that would make the merge  from one paragraph to another impossible. However,   232 00:21:21,200 --> 00:21:25,680 we've actually added the ability to to  merge a little bit more of a complex level.   233 00:21:26,480 --> 00:21:35,520 So if if you press the Merge checkbox, a drop-down  menu will occur. O it will appear here and you can   234 00:21:35,520 --> 00:21:40,720 either merge with the previous Text Zone. Or if  it was a List Zone that I had selected, it would   235 00:21:40,720 --> 00:21:47,040 give me the option to merge with a previous List  Zone, for example. But you can merge still using   236 00:21:47,040 --> 00:21:52,960 the Reading Order feature. So Reading Zone five  would merge into Reading Zone four. You can also   237 00:21:52,960 --> 00:21:58,560 merge to a target zone on this specific page. So  if I select the second option, it will give me   238 00:21:58,560 --> 00:22:03,840 another drop-down where I can choose all of the  viable candidates on this page to merge with.   239 00:22:03,840 --> 00:22:08,000 So any of the zones on this page that I need  to merge this specific paragraph with, I can   240 00:22:09,040 --> 00:22:13,520 think of like a two-column or a three-column page  where something is disrupting the reading order,   241 00:22:13,520 --> 00:22:18,720 for example. You can still merge  to a target zone. You can also   242 00:22:18,720 --> 00:22:24,720 merge with a zone on a specific page. So in this  case I'd only have one page in this document.   243 00:22:24,720 --> 00:22:30,960 But if I wanted to merge to a different page in  the document, I could press this Page drop-down,   244 00:22:30,960 --> 00:22:35,520 and it would give me a list of all of the viable  pages that I can merge with. And then from there,   245 00:22:35,520 --> 00:22:40,480 it would give me another drop-down menu where I  could see all of the zones within that page that   246 00:22:40,480 --> 00:22:45,520 I can merge with. So think of like a magazine  spread, where it's a multi-page article,   247 00:22:45,520 --> 00:22:50,000 and halfway through the article there's a cologne  advertisement or something in the middle of the   248 00:22:50,960 --> 00:22:56,400 page, where it's not even allowing you to merge to  that the previous page. You actually have to merge   249 00:22:56,400 --> 00:23:02,320 to a different target page. So this will give you  the option to merge to a specific page within the   250 00:23:02,320 --> 00:23:07,840 document. Even like circumnavigating things that  might be disrupting the logical reading order.   251 00:23:08,960 --> 00:23:14,400 Now another cool trick with the merging is the  ability to change the zone name. So this might   252 00:23:14,400 --> 00:23:19,200 be something that many people are not aware of,  but if you're merging to a different page or a   253 00:23:19,200 --> 00:23:24,480 target zone on that page, there might be a hundred  different text zones. And it might be difficult to   254 00:23:24,480 --> 00:23:30,000 select the exact correct zone that you're trying  to merge with. So you can actually change the zone   255 00:23:30,000 --> 00:23:34,800 name. It's this top field up here. I'm just going  to change this something to like “merge with me”   256 00:23:35,520 --> 00:23:40,640 and then when I go back to that merge drop-down  menu... if I want to merge to a text zone   257 00:23:41,200 --> 00:23:46,640 on this page, I can see in the drop-down menu  here… This now this one zone is identified as   258 00:23:46,640 --> 00:23:50,240 “merge with me.” So the other ones are  still kind of stuck with that standard   259 00:23:50,800 --> 00:23:55,200 naming convention that is automatically assigned  by Equidox, but you can change the zone name and   260 00:23:55,200 --> 00:23:58,800 make it very obvious. So that you know that  you're merging with the correct paragraph...   261 00:23:58,800 --> 00:24:02,800 you're not merging with something that would lead  to confusion. Because you're bringing together   262 00:24:02,800 --> 00:24:06,880 two paragraphs that don't belong. So that's  another thing to keep in mind. Changing the   263 00:24:06,880 --> 00:24:11,680 zone name is a great way of just ensuring  that you are making the correct merge.   264 00:24:13,680 --> 00:24:21,360 Okay, so some of the minor features that we’ve  actually added. There's been... those are sort   265 00:24:21,360 --> 00:24:27,120 of the main ones that I wanted to cover with  within Equidox. Some of the minor ones that we   266 00:24:27,120 --> 00:24:33,680 have also added are things like the ability to  turn images on and off for the entire page. So   267 00:24:33,680 --> 00:24:38,400 many people you know struggle with image  remediation because it is one of those   268 00:24:38,400 --> 00:24:44,160 slower and more manual processes within Equidox.  So before you would have had to, if you wanted to   269 00:24:44,160 --> 00:24:49,280 artifact images, it would have had to have been  done individually by reversing these checkmarks,   270 00:24:50,000 --> 00:24:54,880 pressing the Hide Zone, and then unselecting  Visible. A little bit slow and tedious. If   271 00:24:54,880 --> 00:25:00,240 you decide that you would like to remove or  artifact all of the images on a single page,   272 00:25:00,240 --> 00:25:05,760 one thing you can do now is you can go to the Page  Tab, and you can actually hit this checkbox to   273 00:25:05,760 --> 00:25:11,600 turn all of the images on and off for the entire  page. So this can be very handy in the right set   274 00:25:11,600 --> 00:25:16,640 of circumstances. Because sometimes you want to  artifact all of the images on a specific page.   275 00:25:17,600 --> 00:25:22,480 If you've seen the image list from the Document  Detail page, you know that you can do this for the   276 00:25:22,480 --> 00:25:27,280 entire document. Where you can artifact, you know,  every image in the entire document. If you have,   277 00:25:27,280 --> 00:25:32,320 like, repetitive logos, for example, but this is  an instance where you might want to artifact all   278 00:25:32,320 --> 00:25:38,320 of the images, just an on a specific page. So you  can use this checkbox to turn them on and off as   279 00:25:38,320 --> 00:25:43,600 you wish. You can also individually select them.  So if you want to just artifact a single image   280 00:25:43,600 --> 00:25:49,040 itself, you can now hit BACKSPACE and that will do  the same exact task, where it will artifact that   281 00:25:49,040 --> 00:25:55,840 single image. That is a new enhancement that we  have made. The ability to interact with images.   282 00:25:56,720 --> 00:26:04,320 Another quick update that we've added is the  use of break lines. If you've ever dealt with,   283 00:26:04,320 --> 00:26:10,560 like, for example, like, an index or something  that has got a lot of individuals text stacked   284 00:26:10,560 --> 00:26:15,200 on top of each other with very little spacing  in between, it can be very tedious to try to,   285 00:26:15,200 --> 00:26:19,760 you know, manipulate the individual text zones and  try to grab all of that in their own individual P   286 00:26:19,760 --> 00:26:25,600 tags. So something that we have added in 2020 is  the break lines checkbox here. So when you use the   287 00:26:25,600 --> 00:26:31,120 break lines checkbox, it will take that paragraph  and it will break all of those. Every individual   288 00:26:31,120 --> 00:26:36,880 line will then be wrapped up in its own individual  P tag when you export the document to PDF. So that   289 00:26:36,880 --> 00:26:41,840 can be handy in the right set of circumstances, if  you don't want to then have to go through and try   290 00:26:41,840 --> 00:26:49,120 to very tediously use a bunch of individual P tags  or individual text zones to identify those. Every   291 00:26:49,120 --> 00:26:53,840 single line of text. That can be somewhat tedious.  So break lines is a new option that you have...   292 00:26:55,520 --> 00:27:00,640 If you've ever used the Validation checkbox  before, this might be something that to keep in   293 00:27:00,640 --> 00:27:07,840 mind. When you press the Validation checkbox,  that will turn this checkmark up here green.   294 00:27:07,840 --> 00:27:12,880 And also when you look at the list of pages,  it will you'll see this green status right   295 00:27:12,880 --> 00:27:18,560 here indicating that the document, or that page,  has been marked as completed. Also, when you save   296 00:27:18,560 --> 00:27:24,160 the page and close out of it, when you return to  the main Documents list, you can see there's the   297 00:27:24,160 --> 00:27:28,880 green checkmark there when you return to the main  Documents list. You'll also see that you now have   298 00:27:28,880 --> 00:27:34,400 a status bar here that is present. So one out  of one: 100 percent complete. So everything has   299 00:27:34,400 --> 00:27:39,840 been marked. Every page within this document (it's  just a single page) has been marked as validated.   300 00:27:39,840 --> 00:27:44,320 So you can see that status there. So that can be  handy for project management purposes, just to   301 00:27:44,960 --> 00:27:49,200 make sure that everyone is moving along with  their documents. So that's a new feature that   302 00:27:49,200 --> 00:27:53,520 we've added is that status bar on the main page.  If you are an administrator, and you're kind of   303 00:27:53,520 --> 00:27:58,320 working with a bunch of people underneath you  that are remediating documents on a daily basis,   304 00:27:58,320 --> 00:28:03,600 you'll also be able to see the date that it was  Validated. So there's now a time signature, and   305 00:28:03,600 --> 00:28:07,760 who was the one that actually validated the page.  So you can kind of keep track of who's working on   306 00:28:07,760 --> 00:28:14,560 what, and how well they are doing. Now back to  the main... sort of the main interface here. I   307 00:28:14,560 --> 00:28:19,680 wanted to mention turning on our profile settings.  So this is a new enhancement that we have made.   308 00:28:19,680 --> 00:28:24,960 You can now change the highlight border around  your zones. So this is something to keep in mind.   309 00:28:24,960 --> 00:28:29,600 A little bit of a minor enhancement, but some  people that want to see a larger border around   310 00:28:29,600 --> 00:28:35,040 the zones versus a smaller one. Or you can turn  it off altogether. The option is yours. You can   311 00:28:35,040 --> 00:28:40,560 also turn on your Auto Summary Mode. So for the  Table Summary, you can turn that to always be on,   312 00:28:40,560 --> 00:28:46,400 always be off, or completely hidden. I would  recommend putting it to default to “enabled.”   313 00:28:46,400 --> 00:28:50,880 And then also you can choose your default output.  So if you find that you are always exporting to   314 00:28:50,880 --> 00:28:57,040 PDF, you can choose the output... the default  Output Tab to be PDF if you'd like. And then   315 00:28:57,040 --> 00:29:00,960 once you've chosen all of those settings, just  make sure to save it. And then when you back out,   316 00:29:01,760 --> 00:29:05,120 you'll have all of those... all of those  properties will be saved for you. So when   317 00:29:05,120 --> 00:29:09,040 you start using Equidox, your Table Summary  will automatically be written, you'll always be   318 00:29:09,040 --> 00:29:17,280 exporting the PDF when you choose your Output Tab,  so on and so forth. Now the Help and Support Tag   319 00:29:18,560 --> 00:29:21,840 Tab is down here below. I mentioned... I said  I would mention this. So I'll just keep that   320 00:29:21,840 --> 00:29:25,520 in mind. That we have this Help and Support  ticketing system down here. So that can be used   321 00:29:25,520 --> 00:29:29,600 at any point. So make sure that you are using  that. That really helps us keep on... you know,   322 00:29:29,600 --> 00:29:32,960 keep track of any issues you're having and  make sure that you're getting the answers   323 00:29:32,960 --> 00:29:38,160 in a timely manner. So using that is is pretty  straightforward, through that help widget system.   324 00:29:39,200 --> 00:29:43,120 Also another... I don't want to forget about  this, because this is something that we want to   325 00:29:43,120 --> 00:29:49,040 encourage as well, is, we've also integrated with  single sign-on solutions. So if you authenticate   326 00:29:49,040 --> 00:29:55,360 your applications through Microsoft or Google, we  now have SSO integration. So we can you can use   327 00:29:55,360 --> 00:30:00,320 your password for your email profile essentially,  and link it to your other applications within your   328 00:30:00,320 --> 00:30:04,880 organization. So if you would like to integrate  with a single sign-on solution, whether it be   329 00:30:04,880 --> 00:30:08,560 Google or Microsoft, please let us know and  we can configure that very quickly for you.   330 00:30:09,600 --> 00:30:14,080 And you know there's really just too many, like,  little enhancements to get through and name   331 00:30:14,080 --> 00:30:19,040 all of them. I do want to mention though that  in 2021, we do have a lot of very interesting   332 00:30:19,040 --> 00:30:24,400 and very exciting stuff coming. Right now the  development team is making a bunch of enhancements   333 00:30:24,400 --> 00:30:29,920 and updates to the back end architecture of the  application. I mean with that is going to come.   334 00:30:29,920 --> 00:30:35,520 A new user interface. So we're very excited about  that. It's been a while since Equidox's interface   335 00:30:35,520 --> 00:30:42,320 has been spruced up. So that is something that we  are really excited to see moving forward. So when   336 00:30:42,320 --> 00:30:45,760 that comes, you will all obviously be aware of it  when you log in the next time. You'll see a new   337 00:30:45,760 --> 00:30:49,840 interface and we'll definitely make sure that we  put out a webinar. Kind of going through anything   338 00:30:49,840 --> 00:30:54,240 that's changed. But the core functionality  should be pretty much exactly the same. It's just   339 00:30:54,240 --> 00:30:58,560 going to look a lot nicer and flow a lot better  through the workflow of remediating a document.   340 00:30:59,600 --> 00:31:03,840 Now I do realize that it is 2:30 and I want to  be mindful of everyone's time. So I'm going to   341 00:31:04,640 --> 00:31:11,520 wrap it up there I just will remind everyone to  please feel free to reach out to us if you have   342 00:31:11,520 --> 00:31:16,560 any questions, or if you'd like to, you know, see  another demonstration or go through some of your   343 00:31:16,560 --> 00:31:21,600 specific documents. I'd love to talk more to you  more with you about how Equidox might fit into   344 00:31:21,600 --> 00:31:27,280 your organization's workflow. This was just a very  quick crash course through a few main features.   345 00:31:27,280 --> 00:31:31,600 There is so much more to talk about. Of course  so please don't be shy feel free to reach out to   346 00:31:31,600 --> 00:31:38,560 us through EquidoxSales@Onixnet.com or our  website www.Equidox.co. And please join us   347 00:31:38,560 --> 00:31:44,000 in March when we are doing our next webinar. And  that's going to be talking about batch processing,   348 00:31:44,000 --> 00:31:49,600 which is sort of bulk remediation in a very  automated way that can be applied to documents   349 00:31:49,600 --> 00:31:52,800 that fall within the same template. So  that's something that's very exciting.   350 00:31:52,800 --> 00:31:58,000 A new technology that we have and we are we're  really excited about it. So please feel free to   351 00:31:58,000 --> 00:32:13,840 join us for that as well. So Tammy I'll wrap  it up there and turn it back over to you.