1 00:00:00,800 --> 00:00:08,880 Equidox by Onix. Reach everyone. Welcome to  Webinar Wednesdays. My name is Dan Tuleta.   2 00:00:08,880 --> 00:00:14,720 I am a sales engineer here with Equidox. Many  of you may know me from previous conversations,   3 00:00:14,720 --> 00:00:19,920 previous webinars. But thank you again for  attending another one of our sessions. This one   4 00:00:19,920 --> 00:00:24,320 is going to be a little bit different. We do have  a new feature that we want to cover. That is the   5 00:00:24,880 --> 00:00:31,120 ability to now support simple PDF forms. So we're  going to cover some of the techniques around   6 00:00:31,920 --> 00:00:38,080 tagging forms, and I also wanted to cover a  few of the "power tools" as we've labeled it.   7 00:00:38,960 --> 00:00:42,640 So this is going to be a slightly different  webinar where we're going to jump around   8 00:00:42,640 --> 00:00:46,160 between a few different things. So the  "power tools," as we're calling them,   9 00:00:46,160 --> 00:00:51,520 they don't necessarily all relate to the exact  same document. I'm just going to jump around into   10 00:00:51,520 --> 00:00:56,720 a couple of different documents and show you a few  different techniques, all of them aimed at helping   11 00:00:56,720 --> 00:01:02,800 you remediate documents more efficiently...  just being a little bit quicker, minimizing   12 00:01:02,800 --> 00:01:08,480 the amount of clicking and steps that you have to  take. So hopefully these will help you remediate   13 00:01:09,120 --> 00:01:14,320 a little bit more efficiently. With that said,  if you are brand new to Equidox and this is your   14 00:01:14,320 --> 00:01:20,880 first time seeing the tool, please feel free  to reach out to us at www.Equidox.co or at our   15 00:01:20,880 --> 00:01:27,280 email address EquidoxSales@Onixnet.com. We can  definitely set up a side conversation and talk   16 00:01:27,280 --> 00:01:32,640 more about Equidox. Kind of getting started from  a baseline level on exactly how everything works.   17 00:01:33,520 --> 00:01:37,120 But with that said, I'm going to jump  into Equidox and we'll get started here.   18 00:01:39,120 --> 00:01:45,280 So the first thing I want to do is, I want  to cover a few keyboard shortcuts. If you   19 00:01:45,280 --> 00:01:50,320 weren't aware, if you are an existing Equidox  user, there's quite a few things that you can   20 00:01:50,320 --> 00:01:56,000 do in Equidox by just using your keyboard. So  first things first, is when you arrive at a   21 00:01:56,000 --> 00:02:00,960 document you obviously have your reading zones  here. This is a previously tagged document,   22 00:02:00,960 --> 00:02:06,160 and many of you are probably aware of the zone  detection tool which allows you to re-detect the   23 00:02:06,160 --> 00:02:11,120 data in the document and give yourself a better  starting point. So something along these lines,   24 00:02:11,920 --> 00:02:15,280 but if you weren't aware, there is a button  up in the upper right-hand corner. It's the   25 00:02:15,840 --> 00:02:21,920 icon as a lowercase “i” and this is your list  of keyboard shortcuts. So it's a menu here with   26 00:02:21,920 --> 00:02:27,040 all of the information about those keyboard  shortcuts. Mainly these are aimed around   27 00:02:27,920 --> 00:02:33,920 moving zones left-to-right up, and down. You can  change zone types, you can set your headings,   28 00:02:34,560 --> 00:02:39,600 and all of this is to kind of prevent you from  having to use all of the drop-down menus and move   29 00:02:39,600 --> 00:02:45,360 your mouse around back and forth. So the most  common one that I use on a regular basis is for   30 00:02:45,360 --> 00:02:50,400 setting my heading levels. So if you just select  your zone, everything right now is currently set   31 00:02:50,400 --> 00:02:55,920 as a text zone. You can very quickly set your  heading levels by just hitting the corresponding   32 00:02:55,920 --> 00:03:01,840 number on your keyboard. So for example, if I want  to set this element here as a heading level one,   33 00:03:01,840 --> 00:03:06,480 I can just hit “1” on my keyboard and that changes  it to a heading level one. The same thing here for   34 00:03:06,480 --> 00:03:12,160 these heading level twos. I'm just hitting “2”  on my keyboard, and that is very quickly changing   35 00:03:12,160 --> 00:03:18,560 them from a text zone to a heading and the  corresponding number that you've hit. So that is a   36 00:03:18,560 --> 00:03:24,800 way of saving a lot of time compared to just going  to this drop-down menu and selecting heading.   37 00:03:25,760 --> 00:03:30,560 Another one that I commonly use is the arrow  keys. So zones can be moved left and right,   38 00:03:30,560 --> 00:03:35,920 up and down. If you have a very tightly spaced  document, you can use the arrow keys to help you   39 00:03:35,920 --> 00:03:41,600 move things around the page without having to  click. And if you have... if you're clicking   40 00:03:41,600 --> 00:03:46,160 and dragging, sometimes it can get a little bit,  you know, shaky, trying to place it exactly where   41 00:03:46,160 --> 00:03:50,160 you want. But when you use the arrow keys,  you can move those zones one pixel at a time.   42 00:03:50,800 --> 00:03:54,400 Now there are many other zone types  that you can use keyboard shortcuts for.   43 00:03:55,120 --> 00:04:00,160 For example, a table zone. If you were  to draw a zone over the top of this table   44 00:04:00,160 --> 00:04:04,400 and if you just hit “t” on your keyboard, you  can see that changes the zone type to a table.   45 00:04:04,400 --> 00:04:09,040 And it gives you the option to open up the Table  Editor. So all of this is just minimizing the   46 00:04:09,040 --> 00:04:13,920 amount of times that you're interacting with  the drop-down menus to change the zone type,   47 00:04:13,920 --> 00:04:19,280 which can really add up when you're remediating,  you know, potentially a hundred pages in a single   48 00:04:19,280 --> 00:04:23,600 day. So all of those different drop-down menus, if  you can eliminate that step, that really adds up   49 00:04:23,600 --> 00:04:29,760 to quite a bit of time being saved. And your mouse  is not having to move as much around on the page.   50 00:04:30,640 --> 00:04:36,240 Now the Table Editor also has keyboard shortcuts  as well. If you have... if you use your Table   51 00:04:36,240 --> 00:04:41,600 Detection Slider to kind of give yourself that  starting point, you can still move your grid lines   52 00:04:41,600 --> 00:04:46,320 around by clicking and dragging on them. But let's  say for example if you wanted to add an additional   53 00:04:46,320 --> 00:04:53,280 column, you can press “c” on your keyboard or  you can press d and r to add and remove rows.   54 00:04:54,080 --> 00:04:59,360 I believe it's “c” and “m” to remove columns  as well. So if you hover over the buttons at   55 00:04:59,360 --> 00:05:03,920 the very top, you'll be able to see which of the  corresponding keys to press for those shortcuts.   56 00:05:04,560 --> 00:05:09,440 And again, it's all just really aimed at  simplifying your remediation. So if you have   57 00:05:09,440 --> 00:05:14,480 no columns, you can just press “c” three times  and then you have your three columns created.   58 00:05:16,480 --> 00:05:22,160 Alternatively, if you have no rows, sometimes  it's easier... oftentimes rows are set up in a   59 00:05:22,160 --> 00:05:29,680 way where they are spaced out evenly, so if  you have for example four rows identified…   60 00:05:34,880 --> 00:05:39,600 You can see we have four rows here… If you select  in that row right now, and press “r” and “r”   61 00:05:39,600 --> 00:05:44,480 you'll notice that it places those gridlines  exactly in the midway point between those.   62 00:05:44,480 --> 00:05:48,400 So it's a little bit of a faster way of  creating additional rows and columns.   63 00:05:48,400 --> 00:05:52,400 But good thing for us is we have this Table  Detection technology that makes things really   64 00:05:52,400 --> 00:05:56,800 simple to remediate tables. So hopefully  you don't have to use those as often.   65 00:05:56,800 --> 00:06:01,040 But they are there if you need to... if you  need to use them. Another thing that you might   66 00:06:01,040 --> 00:06:06,880 not be aware of if you are an existing user,  is our Table Summary which can be turned on   67 00:06:06,880 --> 00:06:13,120 in your profile. So right now I have my Table  Summary set to “auto summarize,” where Equidox   68 00:06:13,120 --> 00:06:17,440 will programmatically write a Table Summary  for you. Depending on how you set up your   69 00:06:17,440 --> 00:06:24,080 rows and columns, just to show you where that is  located if I leave this document for a moment...  70 00:06:26,240 --> 00:06:32,160 if you go up to your profile... and it's in  the upper right-hand corner. You'll notice   71 00:06:32,160 --> 00:06:36,800 that there's an “auto summarize” mode drop-down.  And you can select “default to enabled...” and   72 00:06:36,800 --> 00:06:40,160 just make sure you save those properties.  And then Equidox will automatically write   73 00:06:40,160 --> 00:06:46,240 that Table Summary for you. So that's another  little power tool if you will, to help you save   74 00:06:46,240 --> 00:06:51,520 the process of having to type out a Table Summary  every time you're setting up a table in Equidox.   75 00:06:52,880 --> 00:06:59,040 Now another function that I wanted to cover  is the ability to use a heading template.   76 00:06:59,760 --> 00:07:04,880 And this is somewhat reliant on the source file in  the way that it was designed. And making sure that   77 00:07:04,880 --> 00:07:10,640 things are consistently styled throughout the  document. But what you can do in Equidox, is if   78 00:07:10,640 --> 00:07:15,360 you have a document that is pretty consistently  formatted in terms of the way that it's put   79 00:07:15,360 --> 00:07:20,160 together with the headings... In this case, you  can set your headings very quickly. I'll set this   80 00:07:20,160 --> 00:07:25,200 as my heading level one, and if I were to set this  as a heading level two, what I can do is I can   81 00:07:25,200 --> 00:07:30,480 press this “use as template button,” this checkbox  here. When I select that “use as template”   82 00:07:30,480 --> 00:07:37,600 button... And if I save the page, when I move on  to subsequent pages that I haven't yet visited,   83 00:07:37,600 --> 00:07:42,640 what I'll see is I already have heading level  twos identified on those on those future pages so   84 00:07:42,640 --> 00:07:48,160 Equidox looks forward in the document. And anytime  it sees a zone with the same styling as that   85 00:07:48,160 --> 00:07:53,360 heading template that you set, it will apply a  heading level 2 class to that zone automatically.   86 00:07:54,160 --> 00:07:57,840 So again that is reliant on the source file  and the consistency with which it's designed,   87 00:07:59,200 --> 00:08:02,640 but it is really helpful when  you're dealing with longer documents   88 00:08:03,200 --> 00:08:06,720 and you want to kind of automatically  have that heading template set up.   89 00:08:07,360 --> 00:08:12,240 You can just identify your heading level twos,  your heading level threes, so on and so forth,   90 00:08:12,240 --> 00:08:18,080 and let Equidox look forward and apply that same  heading template to each of those zones. And   91 00:08:18,080 --> 00:08:22,560 that's available through that checkbox, as I said  before, that checkbox on the left-hand side. Once   92 00:08:22,560 --> 00:08:26,320 you have something identified as a heading,  the “use as template button” will appear.   93 00:08:26,320 --> 00:08:30,960 You can just hit that checkbox and it will  set up that corresponding heading number   94 00:08:30,960 --> 00:08:34,480 heading level to all of those features’  zones that occur throughout the document.   95 00:08:36,400 --> 00:08:44,400 Okay, I also want to take a look at Reading  Order, and there's a couple of little tricks   96 00:08:44,400 --> 00:08:50,240 with Reading Order. So sometimes not all  pages... not all PDFs are going to be   97 00:08:50,240 --> 00:08:57,920 just standard top-to-bottom Reading Order.  Oftentimes it can be strange layouts. Really   98 00:08:57,920 --> 00:09:05,120 no way for the automated Reading Order function  of Equidox to automatically assign the Reading   99 00:09:05,120 --> 00:09:10,400 Order that you would like as the remediator.  So we do have some extra tools up our sleeve to   100 00:09:10,400 --> 00:09:16,000 set the Reading Order in a, you know, probably  a faster way. So if I select this document here,   101 00:09:16,000 --> 00:09:23,280 and this is sort of almost like a flyer, or just  some sort of advertisement for an Apple Watch and   102 00:09:23,280 --> 00:09:28,640 some new hearing aid that is compatible with that  Apple Watch. But you can see that this is sort of   103 00:09:28,640 --> 00:09:33,680 designed in such a way that it doesn't really  have a logical Reading Order applied to it.   104 00:09:34,720 --> 00:09:38,720 So if you use just the standard default  Reading Order of left-to-right top-to-bottom…   105 00:09:39,600 --> 00:09:44,720 it does have a somewhat of a strange Reading  Order… Where this image of the Apple Watch is   106 00:09:44,720 --> 00:09:50,080 read in the fifth position, and then you go over  here to six, and then seven, and then eight,   107 00:09:50,080 --> 00:09:54,800 and then nine... Perhaps as the remediator,  you would like all of this text to be read   108 00:09:55,360 --> 00:10:00,800 sequentially. Like in the order that you would  like. And you might want it to be following   109 00:10:00,800 --> 00:10:05,280 this other text information about this Apple  Watch, and this new function that comes with it.   110 00:10:05,920 --> 00:10:10,000 Maybe you want the images to be read at  the very end of the document, for example.   111 00:10:10,000 --> 00:10:14,320 So the reordering function of just top-to-bottom  left-to-right, it's not really going to work for   112 00:10:14,320 --> 00:10:17,840 you in this case. Because just the way  that the zones are laid out on the page.   113 00:10:18,560 --> 00:10:25,920 So what you can do, is you can actually use what's  called a “div” zone. And if you just draw a zone   114 00:10:25,920 --> 00:10:32,640 that touches these, for example, these three  zones here, what you will what you can do is   115 00:10:32,640 --> 00:10:39,040 then hit “d” on your keyboard. So “d” will change  it to a “div” zone. And then you can pick a master   116 00:10:39,040 --> 00:10:46,240 number. So in this case I want everything to be  read before this image of the Apple Watch. So if   117 00:10:46,240 --> 00:10:52,480 I change my master number to “4,” because this is  reading zone 5, and if I press “reorder this div,”   118 00:10:53,120 --> 00:10:58,880 I now have, if you notice, it's just reordered  this selection of three zones. so I have 4.001,   119 00:10:58,880 --> 00:11:07,040 .002, and .003. We can use the decimal system  to set our Reading Order so that we're not   120 00:11:07,040 --> 00:11:11,840 having to play like a merry-go-round with zones.  Where if I move one zone, then everything that   121 00:11:11,840 --> 00:11:16,720 falls behind it also has to be shifted down  another entire integer. So that can take quite   122 00:11:16,720 --> 00:11:21,920 a while if you imagine, touching every single zone  on the page. But this “div” zone allows you to do   123 00:11:21,920 --> 00:11:29,920 a multi-select. If you're in a situation where the  Reading Order reorder function for the entire page   124 00:11:29,920 --> 00:11:35,120 is not going to work for you, due to the layout of  that page, so when I've set the Reading Order that   125 00:11:35,120 --> 00:11:41,040 way. And when I look at the preview, what I notice  is that despite the layout of the page, I have all   126 00:11:41,040 --> 00:11:45,520 of that information that's going to be read before  the images of the watch and the hearing aid.   127 00:11:46,560 --> 00:11:52,560 Now I can also set up, you know, my heading  structure as well. Let's say I want this heading   128 00:11:52,560 --> 00:11:57,040 level two, this is what the actual flyer is about.  Maybe I want this to be my heading level one   129 00:11:57,040 --> 00:12:02,960 so I can hit “1” on my keyboard to set that as a  heading level one... and... but now my positioning   130 00:12:02,960 --> 00:12:07,760 is sort of off. If I want my heading level two to  be read as the first element on the page, you can   131 00:12:07,760 --> 00:12:13,040 see that this is reading zone four currently.  So if I were to switch this to “1” and I'd have   132 00:12:13,040 --> 00:12:18,160 to switch this to “2” and this to “3” and this to  “4…” I don't wanna touch all four of those zones.   133 00:12:18,160 --> 00:12:23,680 So what I can do is just put a period in front of  the four and I'll make it point four. Now 0.4 is   134 00:12:23,680 --> 00:12:28,560 of course less than one, so when I refreshed my  preview, I now have my heading level one at the   135 00:12:28,560 --> 00:12:33,040 top of the Reading Order. And I haven't had to  adjust any other zones on the page. And then my   136 00:12:33,040 --> 00:12:37,840 images, which might be the least important  element on this in terms of accessibility,   137 00:12:38,560 --> 00:12:43,040 they're going to come at the very end. Where  all my actual text information, all that info   138 00:12:43,040 --> 00:12:48,240 about the actual watch and the hearing aid, is  going to be read first in the exact order that I   139 00:12:48,240 --> 00:12:52,480 would like it. And all I've had to do is adjust a  couple of little tiny things to the Reading Order.   140 00:12:53,120 --> 00:12:58,080 So that's another set of tools that you have  to help you speed things up. All right so we've   141 00:12:58,080 --> 00:13:03,840 covered heading templates, we've covered keyboard  shortcuts… Keep in mind those keyboard shortcuts   142 00:13:03,840 --> 00:13:07,920 are in this menu up here. So there are quite a few  others... we're not going to cover all of them,   143 00:13:07,920 --> 00:13:11,760 but please feel free to browse these and make  sure that you know you're aware of at least the   144 00:13:11,760 --> 00:13:17,040 main ones. Because they really do speed things up.  It just becomes second nature after a while. You   145 00:13:17,040 --> 00:13:22,320 will start to learn them, you know, you'll have  at least, you know, 10 of them in your memory bank   146 00:13:22,320 --> 00:13:26,400 to speed things up. And it really does  come in handy especially those headings. 147 00:13:28,640 --> 00:13:35,040 Okay, I also wanted to mention the  ability to import documents through URLs.   148 00:13:35,920 --> 00:13:38,560 And what that looks like is,  if you go to the Import screen,   149 00:13:39,280 --> 00:13:42,720 this second tab down… As you, as  many of you are probably aware,   150 00:13:43,920 --> 00:13:48,400 we of course can take documents off of our hard  drive. So if you open up the folders on your hard   151 00:13:48,400 --> 00:13:54,160 drive, you can select PDFs, and drag and drop them  into that grey area to import them. But perhaps   152 00:13:54,160 --> 00:14:00,080 you don't have those documents on your hard drive.  Maybe you have them posted to the website already,   153 00:14:01,040 --> 00:14:07,760 or if you've done some sort of website scan or  audit, perhaps that audit has given you a .csv   154 00:14:07,760 --> 00:14:14,320 file or a spreadsheet full of all of the PDFs that  are currently hosted on your website. Well, what   155 00:14:14,320 --> 00:14:19,600 you can do is instead of having to individually  download potentially hundreds of those PDFs,   156 00:14:19,600 --> 00:14:25,360 you can just copy and paste the URLs into this URL  field. So it's a way of, kind of, you know, you   157 00:14:25,360 --> 00:14:30,800 can do a bit of like a bulk import. And you don't  have to plug up your own computer with a bunch of   158 00:14:30,800 --> 00:14:36,880 PDFs that are ultimately going to be just reposted  to your website. So if you have a PDF that has got   159 00:14:36,880 --> 00:14:44,000 a public-facing URL, you can just copy that URL,  and then you can just paste it into this window   160 00:14:44,000 --> 00:14:50,080 here. And if you have multiple URLs, you can paste  multiple URLs. You just have to put one per line.   161 00:14:50,080 --> 00:14:54,480 So if you just jump down to another line  you'll be able to paste as many as you'd like.   162 00:14:54,480 --> 00:15:00,480 And then when you press “import,” the process  is very much the same as the standard upload of   163 00:15:00,480 --> 00:15:06,320 the PDF. Except Equidox is just going out onto  the world wide web to retrieve that PDF. And it   164 00:15:06,320 --> 00:15:10,800 will import it, you know, just the same as if  it was coming straight off of your hard drive.   165 00:15:11,680 --> 00:15:16,480 So it's just taking a few seconds there to import.  And the other thing is that if you are importing   166 00:15:16,480 --> 00:15:21,040 documents, you don't have to sit here on this page  and watch them import. You can be in other areas   167 00:15:21,040 --> 00:15:25,680 of the application. So in the event that you're  importing, you know, 20 documents at a time,   168 00:15:25,680 --> 00:15:30,400 you can be elsewhere and just,  you know, working on other things,   169 00:15:30,400 --> 00:15:38,080 and Equidox is still importing in the  background. Okay great! I also wanted to   170 00:15:39,200 --> 00:15:46,480 touch on the Images Tab. Now we have had a  webinar dedicated specifically to images,   171 00:15:47,360 --> 00:15:52,560 but I can't emphasize enough how important  this Images Tab is. So when you have a document   172 00:15:52,560 --> 00:15:59,040 that contains a lot of images or repetitive  images, what you can do is use this Images Tab   173 00:15:59,040 --> 00:16:05,280 to evaluate your alt text. If there's already any  existing alt text associated with that document,   174 00:16:05,920 --> 00:16:10,320 you'll see all of that populate her. So this  document, for example, it seems to have a very   175 00:16:10,320 --> 00:16:16,160 repetitive image placed throughout it on multiple  pages. If we scroll down here, we can see that   176 00:16:16,160 --> 00:16:21,360 really none of these have alt text, except for  this image here. So for whatever reason, this one   177 00:16:21,360 --> 00:16:27,440 image of the many in this document contains alt  text. So I'm able to edit my alt text, add it into   178 00:16:27,440 --> 00:16:34,880 the document image by image. If I'm familiar with  the content, I have that flexibility to just, you   179 00:16:34,880 --> 00:16:39,600 know, type in my alt text if I'd like to, straight  from this Images Ta. You can really streamline   180 00:16:39,600 --> 00:16:43,680 your process, and then alternatively, if you're  dealing with documents, you know, for example,   181 00:16:43,680 --> 00:16:49,840 like financial reports or the annual report, it  doesn't necessarily contain any critical images,   182 00:16:50,640 --> 00:16:55,840 but maybe it's the same logo or something  that repeats on every single page... That can   183 00:16:55,840 --> 00:17:03,040 be very redundant and not all that valuable to an  end-user to hear the same repetitive alt text read   184 00:17:03,040 --> 00:17:08,480 page after page after page. So what you can do in  that case, is of course use the “hide all zones”   185 00:17:08,480 --> 00:17:13,520 and then unselect “visible.” And what that  does is artifact those images so that you do   186 00:17:13,520 --> 00:17:18,400 not have to then provide alt text for them. Now  in this specific document, these images seem to   187 00:17:18,400 --> 00:17:23,280 be very important. They all have context within  the document itself. So I would not recommend   188 00:17:23,280 --> 00:17:28,320 doing that in this case. So, but if you do have  a document that does contain a lot of decorative   189 00:17:28,320 --> 00:17:32,880 images, it's certainly something that's helpful  to be able to just artifact them all at once.   190 00:17:34,880 --> 00:17:41,760 Okay, so the other thing that I wanted to maybe  mention quickly was the ability to merge. Some   191 00:17:41,760 --> 00:17:50,320 merging documents or merging elements across  pages. If we just, for example, if we wanted to   192 00:17:50,320 --> 00:17:59,840 merge two things together, like if we have  a paragraph here and that paragraph actually   193 00:17:59,840 --> 00:18:04,320 continued over to the second column, if  we look at it with two separate zones…   194 00:18:08,560 --> 00:18:14,000 (my internet's being a little slow... there we  go!) ...two separate zones is going to give us   195 00:18:14,000 --> 00:18:22,160 of course two separate... two separate text zones  on our preview. And keep in mind that we are just   196 00:18:22,160 --> 00:18:27,680 pretending that this is a continuation of the same  paragraph across two columns, but if you want to   197 00:18:27,680 --> 00:18:33,760 merge two paragraphs together, what you can do is  hit the “merge” checkbox and the default setting   198 00:18:33,760 --> 00:18:40,080 is to merge with the previous text zone. So if  you have it synced up with the Reading Order,   199 00:18:40,080 --> 00:18:46,000 in this case reading zone three will merge into  reading zone two. And if you look at the preview,   200 00:18:46,000 --> 00:18:51,600 that will join those two paragraphs together.  Now you have other options as well. So if you   201 00:18:51,600 --> 00:18:55,760 don't necessarily have the exact Reading  Order that you need for that page, if there   202 00:18:55,760 --> 00:19:01,280 is something disrupting that Reading Order,  so if we just go to the reorder very quickly…   203 00:19:03,280 --> 00:19:07,680 So you can see now I have Reading Zone 2, this  is reading zone 3, and this is reading zone 4…   204 00:19:08,240 --> 00:19:14,000 Well if I want to merge these two zones together,  again what I can do is, I can choose the “merge”   205 00:19:14,000 --> 00:19:20,640 checkbox and merge with a text zone on this page.  And then that will give me another drop-down menu   206 00:19:20,640 --> 00:19:26,560 that has all of the viable candidates to merge  with. So if I just select the target zone that   207 00:19:26,560 --> 00:19:31,920 I would like to merge with from this drop-down  menu, that will still complete the merge   208 00:19:31,920 --> 00:19:36,720 as expected. So you still have that paragraph  merged together. And then this is your caption   209 00:19:36,720 --> 00:19:41,120 of that image that was disrupting the  Reading Order. But you're still able to   210 00:19:41,120 --> 00:19:46,880 merge around it if you need to. The same thing can  be done across multiple pages as well, so if you   211 00:19:46,880 --> 00:19:54,000 were on another page and you needed to merge... if  there was a paragraph breaking at the page break,   212 00:19:54,640 --> 00:20:00,800 what you can do is, you can select that zone and  you can still merge it across pages. You would   213 00:20:00,800 --> 00:20:08,320 just choose the third option to merge to a text  zone on a specific page. It's a text on page “...”   214 00:20:09,040 --> 00:20:13,600 So when you select that, it gives you a drop-down  menu with all of your viable pages that you can   215 00:20:13,600 --> 00:20:18,960 merge with. So if I were to choose page 5, for  example, I can then hit the drop-down and I see   216 00:20:18,960 --> 00:20:23,760 all of those merge options in this drop-down.  So all of those viable candidates to merge with   217 00:20:23,760 --> 00:20:29,760 from that previous page, if I were to select that  one, that will complete the merge. There's no way   218 00:20:29,760 --> 00:20:34,640 to preview that at this time because we're just  looking at a single page, so you're only going   219 00:20:34,640 --> 00:20:40,400 to see the data that's located on this page if you  were to press the preview. But when you export the   220 00:20:40,400 --> 00:20:45,680 document, it will have completed that merge across  pages. And that can be done with different zone   221 00:20:45,680 --> 00:20:50,960 types as well. So whether it's a table, whether  it's a list, you have flexibility in different   222 00:20:50,960 --> 00:20:56,240 zone types to merge them together. Because with  PDFs being broken down at individual page levels,   223 00:20:57,600 --> 00:21:03,680 it's very common for there to be a situation where  a paragraph, or a list, or a table gets cut off on   224 00:21:03,680 --> 00:21:08,800 one page and picks up on another page. So you  that “merge” feature is really handy to have   225 00:21:09,840 --> 00:21:14,880 as another power tool to use. Okay  so we have about 10 minutes left,   226 00:21:14,880 --> 00:21:17,680 and I wanted to make sure that I  saved plenty of time for forms.   227 00:21:18,240 --> 00:21:24,080 So if we just jump back into the documents  list, I have a form in here. And this form here   228 00:21:25,840 --> 00:21:34,240 is a simple form. And if I just jump into  the document. What is important for forms   229 00:21:34,240 --> 00:21:40,400 is that, in terms of Equidox, is that the form  is pre-prepared. And what I mean by that is that   230 00:21:40,400 --> 00:21:47,840 there are already fields created in the PDF. So  if you notice on this form here, I have fields   231 00:21:47,840 --> 00:21:54,640 that are already present. And these are static  in Equidox as of right now. So we're not able   232 00:21:54,640 --> 00:22:00,480 to remove these or change the field type. But  what you have is the ability to add the tooltip.   233 00:22:01,360 --> 00:22:07,440 So there are two modes for end-users who are  interacting with forms. There is a Reading Mode   234 00:22:07,440 --> 00:22:13,120 where they are reading the actual text elements  in the form. So the headings and the text. Like   235 00:22:13,120 --> 00:22:17,680 if these, if you would call these field labels,  for example, the labels for all of the different   236 00:22:17,680 --> 00:22:22,800 fields... all of the headings... they're going to  be able to read through that form just the same   237 00:22:22,800 --> 00:22:28,720 as if it were a standard PDF document. But when  they change over into what's called Edit Mode,   238 00:22:29,520 --> 00:22:34,800 when they're editing the form and filling in the  actual fields, the ability to read the headings   239 00:22:34,800 --> 00:22:39,520 and all of the text elements that is no longer  available to them. They're simply interacting with   240 00:22:39,520 --> 00:22:46,080 the fields themselves. So it's very critical that  when you are producing an accessible PDF form that   241 00:22:46,080 --> 00:22:51,760 the fields have what's called tooltips. And those  tooltips can be found over here on the left-hand   242 00:22:51,760 --> 00:22:58,000 side. Now chances are if you haven't made any  effort to make that form accessible your tooltips   243 00:22:58,000 --> 00:23:05,360 might be blank to begin with. If you've done any  preflight work in another tool to make the form   244 00:23:05,360 --> 00:23:11,680 accessible, and you've added tooltips, perhaps in  Acrobat, for example, you might see the tooltips   245 00:23:11,680 --> 00:23:16,160 that can be imported into Equidox. And they  will be populating this text field right here.   246 00:23:17,360 --> 00:23:21,760 However, if you are just remediating it from  scratch what's important is that you add the   247 00:23:21,760 --> 00:23:28,640 tooltips in. And making sure that you are being  very descriptive of what the end-user is supposed   248 00:23:28,640 --> 00:23:34,080 to be filling into that field. So for example, if  you have a form like this if I turn my little...   249 00:23:35,760 --> 00:23:39,760 if I turn those off for a second. If you  have a field like this where you have...   250 00:23:39,760 --> 00:23:44,000 it's asking for your name. But there's two  different fields for the name. There's a   251 00:23:44,000 --> 00:23:50,560 first name and a last name. So if you just were  to type in “name” as your tooltip, the end-user   252 00:23:50,560 --> 00:23:55,680 who's filling out this form might be inclined to  type out their full name into this form field.   253 00:23:55,680 --> 00:24:00,720 And then they get over into this form field, and  if this one is also labeled just “name,” they   254 00:24:00,720 --> 00:24:05,040 might be confused as to why they're being asked  to provide their name twice. So it's important   255 00:24:05,040 --> 00:24:09,840 that you're giving them the instructions that  they need to actually accurately fill out this   256 00:24:09,840 --> 00:24:20,320 form. So a good tooltip, in this case, would  be “enter first name” and in this case “enter   257 00:24:22,080 --> 00:24:27,520 last name.” So the “enter” is just indicating  that they're supposed to type out their name.   258 00:24:27,520 --> 00:24:32,560 So giving them that instruction is just a nice  thing to do, but then you're also very clearly   259 00:24:32,560 --> 00:24:36,640 labeling it with the right tooltip of “last name.”  We're not looking for the middle initial... we're   260 00:24:36,640 --> 00:24:41,280 not looking for the first name... we are simply  looking for the last name in this specific field.   261 00:24:42,640 --> 00:24:47,600 The same thing can be done here for email  so you can type in “enter email address.” 262 00:24:50,560 --> 00:24:55,120 The same for down here where you have phone  numbers. If you just left this tooltip as   263 00:24:55,120 --> 00:24:59,120 “phone number,” well which phone number is it?  Many people have multiple phone numbers... my   264 00:24:59,120 --> 00:25:05,120 office number... my cell phone... my work cell  phone... my home number…. so it's important to   265 00:25:05,120 --> 00:25:10,240 make sure that you're being very descriptive here  where you're telling them to “enter phone number.”   266 00:25:12,880 --> 00:25:22,240 Or enter “home phone number,” rather. And  in this case, enter “mobile phone number.”   267 00:25:25,600 --> 00:25:30,640 The same thing can be applied to checkboxes as  well. So if it's a question similar to this,   268 00:25:30,640 --> 00:25:36,480 where they're being asked, would they like... how  would they prefer to be reached... It's helpful to   269 00:25:36,480 --> 00:25:41,840 give them that description. Don't just leave it as  “check for phone” or “check for email…” enter in   270 00:25:43,120 --> 00:25:49,440 “select for home phone.” In fact, you  can even do one better, you “select   271 00:25:51,440 --> 00:25:58,880 if you prefer to be reached via home  phone…” “mobile phone…” or “email.”   272 00:25:58,880 --> 00:26:01,760 And the great thing is that since we  have this text, we can just copy it   273 00:26:02,560 --> 00:26:07,200 and I can actually paste that into the  other tooltips to just save yourself the   274 00:26:07,200 --> 00:26:10,640 typing. And then you would just finish  it off by typing in “mobile phone.”   275 00:26:12,880 --> 00:26:19,520 And the same thing here for email. So “select if  you prefer to be reached via email.” So you're   276 00:26:19,520 --> 00:26:24,240 able to add those tooltips very quickly. If you've  done this in Adobe Acrobat before, you probably   277 00:26:24,240 --> 00:26:30,000 know that you spent a lot of time right-clicking  on fields, going into the field properties, trying   278 00:26:30,000 --> 00:26:35,360 to navigate to the tooltip section, entering in  the tooltip. There's four or five extra clicks for   279 00:26:35,360 --> 00:26:41,120 every single field. And you know it does really  add up, especially when you're dealing with a lot   280 00:26:41,120 --> 00:26:46,560 of forms, or forms that have a lot of pages, and a  lot of fields on them. I recently saw a form that   281 00:26:46,560 --> 00:26:53,680 had over 400 fields on a single page, so if you're  having to do three or four extra clicks per field,   282 00:26:53,680 --> 00:26:58,720 times 400 on a single page, you're talking  about something that would take literally all   283 00:26:58,720 --> 00:27:04,240 day in Acrobat. You can really cut down that time  dramatically in Equidox by simply just being able   284 00:27:04,240 --> 00:27:10,560 to quickly navigate from field to field to field  and typing in that tooltip that it's asking for.   285 00:27:11,600 --> 00:27:18,880 Now the other thing to keep in mind with forms,  is that Reading Order can be quite complicated   286 00:27:19,520 --> 00:27:25,040 because of the way that it's laid out. Of course,  the name, if I turn my Reading Order back on,   287 00:27:26,560 --> 00:27:30,000 if it's just following that  standard left-to-right top-to-bottom   288 00:27:31,200 --> 00:27:37,200 layout, you'll notice that we go from Reading  Order three over to reading Reading Order four,   289 00:27:37,200 --> 00:27:42,960 five, six, seven. This is not really a great  layout. And if we were to set this up as a   290 00:27:42,960 --> 00:27:46,400 multi-column layout, it would not be great  either, because you would be following down   291 00:27:46,400 --> 00:27:50,640 the left-hand column, for example, and you would  end up all the way down here before they even   292 00:27:50,640 --> 00:27:56,080 entered in their mobile number, for example. So  this is another opportunity to use that “div”   293 00:27:56,080 --> 00:28:02,240 zone as I was showing you before. So if you  would like, for example, your first name,   294 00:28:02,240 --> 00:28:07,680 and you're linking those two fields together,  you can use that div zone as I've done before,   295 00:28:08,320 --> 00:28:13,600 to reorder this in a more efficient way. Or  you can also use the decimal system as well.   296 00:28:13,600 --> 00:28:19,360 So for example, this is reading zone three and I  want my first name to directly follow it...Well   297 00:28:19,360 --> 00:28:25,760 if I want that to directly follow it, I could  just put a 3. and make that 3.5. And then I   298 00:28:25,760 --> 00:28:30,960 can make this 3.8, so on, and so forth. You can  kind of just set up your Reading Order using that   299 00:28:30,960 --> 00:28:36,080 decimal system to just save you a lot of steps,  a lot of clicks. Because you're not having to   300 00:28:36,960 --> 00:28:42,160 adjust every single zone on the page. You can just  quickly identify where those Reading Order needs   301 00:28:42,160 --> 00:28:47,120 to be adjusted, and squeeze that zone in exactly  where it needs to go by using the decimal system.   302 00:28:47,760 --> 00:28:52,000 So it's really just the nature of forms and the  way that they're laid out. You don't really have   303 00:28:52,000 --> 00:28:57,360 a standard Reading Order on a document like this.  So it's just another tool that you have to speed   304 00:28:57,360 --> 00:29:02,560 things up a bit. I also keep in mind that there  are two preview buttons in the upper right-hand   305 00:29:02,560 --> 00:29:07,200 corner. Now everyone is probably familiar with  the standard preview button. That looks like a   306 00:29:07,200 --> 00:29:13,200 computer monitor, but we also have this laptop  screen. This is a fixed preview. And when you   307 00:29:13,200 --> 00:29:18,960 press this--I haven't finished off this form-- yet  I have other tooltips that I would need to enter.   308 00:29:20,080 --> 00:29:26,960 But if you notice in those specific fields that  I actually entered the tooltip for, you can see   309 00:29:26,960 --> 00:29:32,000 the tooltip that you have entered in. So this  is an HTML rendering of that form. But you're   310 00:29:32,000 --> 00:29:36,800 able to confirm your work by seeing the tooltips  that you've added for each one of those fields.   311 00:29:36,800 --> 00:29:42,480 So this is something that you can use really...  it's meant for form use. You can see that layout   312 00:29:42,480 --> 00:29:48,960 in that HTML format. Okay, so we are right up  against the clock here. It is just about to be   313 00:29:48,960 --> 00:29:55,520 2:30. So I just want to thank everyone again  for attending our Equidox Webinar Wednesday.   314 00:29:56,480 --> 00:30:02,560 And if you, again, if you have any questions or if  you would like to set up a personal demonstration   315 00:30:02,560 --> 00:30:07,840 to talk more about how you might use Equidox  and how it might fit into your organization,   316 00:30:08,400 --> 00:30:13,120 please don't hesitate to reach out. We are  happy to chat anytime. So we can be reached   317 00:30:13,120 --> 00:30:21,680 at EquidoxSales@Onixnet.com. Or really easy to  find through our website www.Equidox.co. So please   318 00:30:21,680 --> 00:30:28,400 don't be a stranger. Feel free to reach out. And  also if if any of this was maybe too complicated,   319 00:30:28,400 --> 00:30:32,960 because we were kind of, we weren't really  starting with a natural workflow of remediation,   320 00:30:32,960 --> 00:30:37,840 we do have a lot of other webinars that we've done  and those are also available on our website. So if   321 00:30:37,840 --> 00:30:42,480 you'd like to view those and kind of take a deeper  dive into tables, or lists, or heading structure,   322 00:30:43,280 --> 00:30:47,600 we definitely have a lot of  information available on our website.   323 00:30:47,600 --> 00:30:51,520 So please feel free to view those whenever  you'd like also. With that said, thank you   324 00:30:51,520 --> 00:31:03,840 again everyone for coming and we will see you  soon in about four weeks for our next webinar.