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Equidox by Onix

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Reach everyone. 
Thank you everyone who is currently on the call. Thank you for joining

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My name is Dan Tuleta. I'm a sales engineer for Equidox.

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I may have met several of you in the past either events or on training calls

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But the reason we called this webinar today was to take a little bit of a deeper dive

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Into our new list detection technology that we've recently added to the to the platform

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So there might be a mix of existing customers and users on this call or potentially people that are interested

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to learn more about Equidox

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But it occurred to us that many people might not have seen the new list detection tool in action

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since your previous demos or trainings that you may have seen.

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So we wanted to make sure that we are

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Are supporting all of our users and making sure that everyone understands how to use the new tool correctly.

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So with that said I'm going to jump into this document here, which has some different examples that we can take a look at.

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And I believe that Tammy will be collecting. some questions. We're going to try to get to questions if we have time

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There are going to be many people on this call

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so it might be difficult to answer every single one

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What we do ask though is if you just type it into the Q&A part of the ZOOM platform there.

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We will consolidate all these questions and potentially put out like a frequently asked questions document

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to just make sure that every question is being answered.

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Also with that said,

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we will be available for follow-up questions and discussions and if you need

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to schedule a quick call with me just to ask a specific question or go over anything

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That you've been experiencing in using the new List Detection Tool

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Please feel free to reach out to us at EquidoxSales@Onixnet.com.

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Or, many of you have the direct email to either an account manager

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or you can submit questions through our website as well.

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Okay. So with that said,

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We are now in the Equidox platform

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And Ii'm looking here at a three-page document that just contains several lists for us to work on.

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So i'm going to start here on this first page and we are just going to take a look

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at the uh, at some simple stuff first just to make sure that everyone understands the basic functionality of the new list detection tool

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so

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Uh, on this page, we have a few very simple lists here. Just three standard list items marked with bullet points.

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So with the old list technology, you might remember different text zones layered inside of the list zone.

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Sort of tedious and clunky to deal with, still not very difficult to use.

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We had a big blue detect button to automatically detect those items, but we're doing things a little bit differently now.

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So what we're doing is still marking the individual zone that is wrapped around the entire list. We're still marking that as a list zone

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By changing the zone type in the drop-down menu

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We still have that green bar that many of you might remember from the old list detection tool

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And if we just place that list, that green bar, on top of the bullet points or whatever the list labels may be...

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They might be dashes. They might be numbers. They might be letters...

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We just place that green bar on top and then we have a new list detection slider down here.

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So underneath the list properties we have the List Detector and if we just move this.

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Uh, this blue dot on the slider from left to right one position.

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You'll see that that List Zone has now been broken up into three separate parts.

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So when I take a look at the HTML preview of this page...

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We will see that I have three separate list items that make up the entirety of that list.

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The other zones have not yet been tagged as lists.

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So that's why they're sort of rendering in this way where they're just uh wrapped up in a text zone.

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And they all just kind of turn into a strange run-on sentence. So we're gonna have to touch those up as well

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So that's how we would deal with a very simple standard list.

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Another thing to keep in mind when you're dealing with lists...

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If you for whatever reason cannot get the list to detect properly

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You have the ability to set the amount of list items you would like in that list

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manually. So there's a little text field down here which contains a number based on how many list items the list detector was able to

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find,  you're still able to change the amount of list items

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by using the arrow keys or typing in the manual the number manually that you would like to add.

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So if there is a sort of a list that's not behaving for whatever reason, you can still

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force the correct amount of list items and then you can grab the

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list bars (these little divider lines here) and you can move them up and down accordingly to make sure that the data is placed

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inside the individual list item.

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Another great thing about this new List Detection tool is the ability to grab the entire list zone and move it around the page

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as needed. If you remember, before we had all of the text zones wrapped inside of the list zone and as you moved one zone

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nothing else would move with it.

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So now if you have an instance where your list is very tightly spaced and perhaps the

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the actual list items are just being uh...

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The list detection lines are just a little bit too high or a little bit too low,

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you can now just grab the entire list and move it down to cover

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the list appropriately so that all of your items are making it in between the corresponding divider lines.

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So that's a nice feature. You're not having to deal with so many zones anymore. You're not having all those layering issues. You simply just

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have these divider lines which can be adjusted and moved around the page.

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So that's a very simple three-item list just using bullet points.

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We have another list here. And this is a list using numbers for the list labels.

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And I get, I get a lot of questions about ordered lists.

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And what the difference is in terms of how do we remediate them?

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And how does it behave in a PDF document?

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This is a question that comes up all the time.

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So if you were ever wondering about what the difference between an ordered or an unordered list is, don't feel bad.

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Everyone asks all the time. So it's the same process where we hit "L" on our keyboard

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I'll remind you of the keyboard shortcut to set the zone type to list.

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By just tapping "L" while you have that zone selected and we have the green bar again that comes down the left-hand side.

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If I just place that on top of the numbers and I use the List Detector again, just moving it over one slot...

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It looks like I've moved the green bar too far to the right. So I'm going to try that again.

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Okay, that worked perfectly. I had the

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the green bar was just missing the number slightly.

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So I had to just make a slight adjustment there.

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And then trying it again, was able to fix that correct or was able to make that correction.

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So

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Everything here is just the same as what we've done up here. So when I look at the preview...

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What we see, is currently there are three bullet points and then the actual numbers are included in the individual

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list item.

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Now this is some this is an aesthetic of HTML the way that HTML renders this data.

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It's something I'm asked about on a regular basis...

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So keep in mind when you're remediating lists if you are ultimately going to export the document as a PDF,

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you do not know you do not have to worry about this next step.

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By setting the list to an ordered list rather than the default setting (which is just an unordered list)

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so if you're exporting it to PDF,

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everything else that I'm saying here is really just an extra step that has no... ultimately no payoff for you.

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So you're just doing extra work. It's not going to change anything about the exported PDF.

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But if you want to change it to an ordered list...

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What you can do is if you just tap the radio button here for ordered...

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That's going to give you a drop-down that will appear below and this is very similar to the old List Detector.

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For anyone that remembers the the old technology...

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When I hit the drop-down menu, and I change it to numbers that is going to change the style type.

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Only as it's represented in the HTML preview and if we were to export this document at has HTML.

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So when I look at the preview again...

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Here I have

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preset list labels, which are one, two, and three, and then I still have the one, two, and three inside of the list item.

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So we have this duplicated look which is sort of odd to look at. And again, it's something that I'm asked about all the time

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So if if you are struggling with this I'm gonna show you right now the way that we can resolve this issue.

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So, part of the problem is is that we're just not detecting these numbers as the list labels.

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So what we can do to make sure that we're

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absolutely going to detect these as the list labels is we're going to choose the...

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We're going to select the list and then at the bottom here underneath List Detector. We're going to press the show labels button.

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That's a little check box there.

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So if I select that I can then individually select the individual list item and I can choose to turn on the list label.

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Turn it on or off into the individual list items.

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so

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if I...

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If I just double-click inside of these zones, I can turn on the list labels.

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And then you'll see that there's now if I zoom in slightly more you'll see that there's these sort of checkered outline boxes

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So this is where Equidox is looking for that list label. We can move these around.

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We can resize them using the height and width.

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So if I shrink down these actual list labels to the appropriate size.

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And just make sure that they're layered on top of the actual numbers themselves...

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That's going to help Equidox. Just determine that those numbers are in fact the list labels. I mean it does not need to then apply

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Its own sort of HTML list labels that we are used to seeing.

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So if I make those quick corrections, and if I just refresh the preview

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you'll see now I don't have that duplicated number. I just have the one, two, and three and then straight into the actual list item.

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So that's how you would correct those types of errors where you might have a list that wasn't actually created using list styles.

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Maybe someone just typed the letter "a" with a period and started typing after that...

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And created a very long list that way.

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If you're not able to detect those list labels,

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you can still manually locate them using that workflow of turning on the list label button.

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And then individually selecting the individual items by double-clicking inside of them and then turning on the list label

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for that specific item and then just making sure that it's layered on top.

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So that's a question that I'm frequently asked and I hope that clears up some questions

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ahead of time if anyone was ever wondering about that.

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We hope to avoid those situations, whenever possible.

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And like I said before, this is only for instances where you're exporting to HTML if you're exporting to PDF

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None of this is going to have an impact on that exported PDF file.

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You can simply just use the Detection tool and even if you see the duplicated list labels on the HTML preview.

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You can just ignore it when it gets exported a PDF. Everything is going to come out correctly.

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Okay, so

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the real reason we're here today is to talk more about nested lists because nested lists are much more complex.

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Or they used to be at least...

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Because of the just the tedious nature of them of having to identify individual lists inside of list items

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which make up a grander list so with our new technology which leverages

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machine learning and computer vision.

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We have a much better way of detecting nested lists automatically.

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So our data scientists have been working very hard training models on how to identify

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where these nests are and how do we place them inside of the parent list item, and then obviously grouping everything together as one

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grand list.

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So what we do now to detect lists

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much much easier than ever before... if I just tap "L" on my keyboard to change the zone type to list...

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If I move the List Detector of the slider... if I move this over...

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Maybe I'll try a setting of two in this case. You'll see that it's automatically identified that the main list items.

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There's two main items.

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The top and bottom, which are broken up by this divider bar that you can see and then each one of those list items.

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You have a separate list which are each broken into three separate list items.

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So all of that happened by simply moving the List Detector from left to right.

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Just two slots and it takes just a couple of seconds.

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And you'll see that we have a perfectly generated HTML list.

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And we have not had to

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do any sort of layering of different zones. We've not had to build it from the inside out

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We simply place a zone over the entire list,

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and then we press the... or we use the List Detector to do all of that heavy lifting for us.

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So that's how easy it is now in Equidox to work with nested lists.

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You know, dramatic change to what we were doing before.

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And if you've ever done this manually in a tool like perhaps Adobe Acrobat,

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you'll know that nested lists are just very tedious and they take a long time...

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and a lot of patience.

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So that's a pretty simple page with just a couple of list examples i'm going to move over to the next page.

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Where we actually have a more a more complicated nested list.

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We have a much larger list. There's tons of list items. We've got about three layers of nesting in this this is something that's more

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complicated but, you know,

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if you were doing this the old way or if you're trying to do this manually you could easily spend,

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you know, a half an hour doing this in Adobe Acrobat, but with Equidox, all we're doing is the same thing.

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We're pressing"L" and I'm going to move that List Detector over about four slots.

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So what we're doing is just changing sort of the algorithm and how focused it's detecting the data.

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So the more you move it over that's typically going to give you a better result for these

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more densely and more complicated nested lists. So you can choose this setting (there's five separate settings one, two, three

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four and five) you can kind of experiment with them and figure out what's going to work for your specific nested list.

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But in this case, I believe four is correct. And when I take a look at the actual

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list that it's created automatically here. Everything looks nice and clean. So

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I've literally moved that from left to right, it took a couple of seconds. When I press the preview button

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we have a perfect nested list automatically created for us and I haven't had to touch any individual item.

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I haven't had to touch an individual label.

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I've simply moved the Detector from left to right.

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So very simple stuff there. You know, nested lists, previously were one of the more tedious... complicated...

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Something that, you know, a new user might have to ask for help on.

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But now you can see that just about anyone can be trained to handle nested lists in Equidox.

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It's just a matter of moving that Fetector from left to right and Equidox does it all for you.

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Okay, so

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I want to take a look here at the next page which has a few more examples on it.

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That might get a little bit more complicated.

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So, list merges are something that we are often asked about as well. So

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if you have an instance where, this could be any number of reasons why this would occur, but you have a list

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and then the actual list is disrupted by something (perhaps it's a break in the column)...

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Maybe it picks up on the next column. Maybe it's a page break...

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so the list ends at one page and continues on to the next...

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Maybe there's an image inserted in between two lists and you have to sort of merge the list together around them.

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So the way that we do this now is just a little bit different our list... or our merge feature.

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that we have added recently in our most recent major major build

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has some new functionality to it that really helps

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to sort of work around

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PDFs that contain a lot of barriers where... whether it be images or page breaks or whatever...

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It might be you can still merge to a target zone.

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Um, so to make it a lot easier now instead of having to, you know, make any sort of post export touch-ups...

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So now what we're doing is we're

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still remediating these lists as normal.

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So I'm just going to tap the "L" on my keyboard and I'm just going to move it over slightly and

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move the Detector from left to right.

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And my internet might be a little slow... there we go.

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And I'll do the same thing here where I'm just going to move the Detector from left to right...

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And that looks pretty good. So I have two lists created with three items. When I look at the preview,

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you'll see I have my top set of list items and I have my continuation of that list down here.

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But it's being disrupted by that image. Well, I don't want that to happen.

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So I want to make sure that these are going to be grouped together as two, or as a single list.

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Even though we have two separate lists here visually appearing on the page.

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So what I'll do is I'll select the second list here and I will now turn on the merge button.

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So I'll press that merge checkbox right there.

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Which is available on most of the zone types for text and headings and things like that.

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So once you press that merge checkbox,

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a  new feature will appear underneath. So once you've checked merge, it'll now ask you "with

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what?" and then you can choose a list zone on this page.

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And when you choose that a new drop-down will appear. And it's now the zone...

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And this drop-down will populate a list of feasible merge candidates.

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So since I only have one other list on this page my drop-down menu here is just a

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single zone that I can select. So when I select that zone

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It's going to merge this zone with that zone since this is the target zone that I've identified during that merge selection. process

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So when I preview this...

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You will see that I now have a single list that has been joined together through that merge.

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And then the image will fall in the reading order after that list.

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So that is how we are now merging lists together and this allows you to merge

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to any target zone. So if your list

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Is maybe it's a magazine article and you have a list...

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and then you have two pages of just advertisements or stock images and then two or three pages later your list continues on

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You can

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create those two lists separately, and then you can merge the two together.

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Even across multiple pages. So the way that that would work,

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just for example's sake, is if you choose to merge to a list zone on-page and then a little dot dot dot

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It'll then give you the... ask you the same question of page and then you have a drop-down menu. You can select

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any number of any of the pages that contain lists.

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So once you select a page, you'll then have a drop-down menu, and these are all the lists that are available to merge to

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on page one.

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So that's how you can merge to target zones.

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Identifying which page it's on

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and which zone you would like to merge to and Equidox will do all of the hard work for you.

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So, one other question that we are asked a lot is about when you see this drop-down menu

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you'll notice that some of the

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the naming conventions are a little bit strange. List 23, list 13, page 1 zone 6...

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These are just automatically generated names by Equidox either when the document was imported or when the zone type was changed.

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So if you ever are curious about this, what you can do is, if you if you'd like to merge to a target zone...

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And you want to make sure that you're definitely merging to the correct one...

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What you can do is, you can actually name that zone something different. So the zone name is up here at the very top,

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So when you change the zone name, you can say, you know "merge to me."

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You can type in whatever you would like. This does not impact the exported file whatsoever.

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This is simply for your internal sort of process while you're remediating the document to help you make sure that you are

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linking to the correct zone or merging to the correct zone, I should say.

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So, when you hit the drop-down menu again...

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If I go "merge to list zone" on this page when I hit the drop-down

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You'll see no longer do I have that strange

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Name of that zone, It now says "merge to me."

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So you're able to just identify it much more easily when you change the zone name of that specific zone you would like to merge

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to by just typing in a new name for that zone at the very top while you have that

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zone selected. So you can name that whatever you would like to just uniquely identify it, to make sure that,

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you are in fact merging to the correct page, and the same can be said for text zones as well.

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Keep that in mind, you know, not every element in a PDF is a list...

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So if you have 50 different text zones on a page and you want to make sure that you're merging to the correct one,

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that's a really helpful feature, to be able to change that zone name.

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To make it obvious to you as the remediator that you are, in fact, merging to the correct zone.

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So keep that in mind if you have a lot of list merges to handle, you can change that zone name.

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That's something that is...

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Can be very very helpful.

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Okay, so

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again, sometimes we have lists without style. Meaning that someone didn't actually create

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a list with the...

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with...

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Using the list styling, like in Microsoft Word.

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For example, if you choose from the top menu, the top ribbon, the bullet points or the numbering system...

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Someone might literally just type in "a" or they might type a dash and then just start typing text after that...

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Which can be sometimes difficult for list detection to actually pick up.

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So this is just a reminder that if you ever run across those instances...

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You can certainly just change the number of list items manually by typing in three or using the arrow buttons.

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And then you can place these accordingly by dragging them around. So keep that in mind, occasionally you'll have,

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you know, lists can be tricky. Just depending on how they're designed.

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But you have plenty of tools at your fingertips with Equidox, whether it be the automated List Detector,

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which will work for you in probably 99 of cases.

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But, you know, occasionally you'll run across a very poorly designed list...

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Or someone was just kind of typing away and they were using little dash marks instead of actually using list styles.

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If your detection is not perfect,

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You can always just force that amount of list items into that specific list and then move around your list items...

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the list divider bars accordingly.

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Okay. So, we're doing pretty well here. We're gonna we got a couple more examples and we got a few minutes left.

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So we're right on track, I think.

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And, so here's a list with

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three separate items. But these lists actually contain links, as you can see.

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So when you have a list that contains links, that's pretty common, I feel.

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What you can do is, you don't really have to do anything differently because these links were embedded in the document.

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So Equidox is actually able to identify them as links.

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You can see they all have their own individual zone placed on top of them. So when you use the List Detector...

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If you move the bar over, typically a setting of two when you have a standard list that contains links, I found that the second...

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The second setting is most accurate.

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When you look at the preview using this method,

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you will see that we have the list

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items detected, and they also contain those links, which you can click on and navigate to.

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If you'd like to just verify that they are in fact working..

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You can also select the individual links and just double-check the anchor. But as I said before, if the link is embedded,

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you're not going to have that issue.

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You know, typically the anchor point, assuming that it's accurately...

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was accurately embedded in the document,

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everything will just be taken care of by just simply importing it. And then once you mark it as a list,

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those anchors those URLs or whatever...

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They might be... those links are going to stay active within uh enclosed in the individual list item.

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Now if you have a list that you don't have an embedded link in the document...

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Let's say for example, if you just, if we get rid of that link, for example...

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If you want to still manually create a link...

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Maybe it's like a directory or something like that, where it's a list of email addresses or something...

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You can still turn those into actual email addresses.

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Or URLs. Whatever it may be.

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You simply just can manually create that link zone. And then you can type in the anchor point that you would like.

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So if we just pretend that (although it's google.com) if we want it to be an email address, for example...

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if I type in "mailto"

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so

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M-a-i-l-t-o and then a colon and then I can type in an email address...

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So if I just type in onixnet.com...

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When I look at the preview

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I will still have that that that text representing that it's a google link, but when I click on it...

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it's actually going to open up my email and compose an email to someone. So

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that's how that can work. If you don't have an embedded link, you can still place them inside of list items.

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It's just that extra step of creating the linked zone and manually typing in the link... snchor....

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where you would like that link to be directed to.

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So "mailto" is a common one.

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If it's an email address that you would like to open up... and then also if it's a web address your typical HTTPS

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Colon, slash, and then the web address to follow after that.

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If you have a link to for example, like a table of contents, your anchor point should start with

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hashtag, page, underscore.

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Just keep that in mind when you're dealing with lists that contain links.

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Your anchor point and the appropriate prefix for that type of link.

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Okay, so we have one other example here that I wanted to look at, and this is an example of how you can identify....

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You can still utilize the custom zone source, which many of you may be familiar with if you've used Equidox for a while.

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Here's an example of where we have a glaring misspelling in the list item.

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So since this is a PDF and this version is sort of locked. We're not here to edit this visually on the..

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um

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on the...

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on the PDF itself

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But to make sure that a screen reader

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is not going to inaccurately read this

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to someone that might not be able to see that. This is clearly a glaring misspelled word. It says "costume" instead of "custom."

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What we can do is still tag it as a list as normal...

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And then once I've done that I can double click inside the individual list items.... and if I go to the source...

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I can choose "custom"

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And I can type in

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"custom...

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list..

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item one.."

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Instead of it the glaring misspelling of "costume list item one." So for anyone that's using this interacting with this document with a screen reader...

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Those types of misspellings can create a lot of confusion.

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And you have the ability in Equidox to make sure that the screen reader is not going to

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inaccurately convey a clearly misspelled word.

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You can go in there and make that change and type it into the custom field and when you look at the preview.

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You will see that instead of it saying "costume list item one" it now says "custom list item one" and then list item two

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I have not yet changed..

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But I can do that very quickly. Again, just by double-clicking inside the list item, selecting custom, and then going to typing in

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"Custom list item two," and then refreshing the preview.

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I will see that I in fact have corrected that spelling now.

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Like I said before, it's not going to visually update the PDF. We didn't generate this PDF.

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We have just been asked to remediate it.

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So that's not really our fault that someone made a glaring misspelling on that PDF document.

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But what we can certainly do is fix it within the tagged reading order to make sure that

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individual list, and that individual list item, is going to be read correctly

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through that screen reader.

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So that's how we can use the custom zone source

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inside of the individual list items to make those types of corrections.

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You have that flexibility to insert into this text field, whatever you would like

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that individual list item to read.  And again, you just double-click inside the individual list item to identify it...

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You'll see that it turns a shade of blue instead of pink and that lets you interact with that individual list item.

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Okay, so, we are just about at the 2:30 mark.

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Tammy, I don't know if there's anything that you wanted to finish up with or follow or if there was any,

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you know, common question that was asked multiple times in the Q&A.

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Tammy: Actually, um

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Thank you, Dan.

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We only had a couple of questions. One of which was was whether or not this was going to be recorded... and yes it is.

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I will be sending that around to everyone who registered. It'll probably take a day or two. I've got to get it

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captioned... But as soon as that happens,

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everyone will get a copy so you can review it or share it with anyone else that you work with that might be interested.

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The only other question, you answered within the demonstration, so I think we are good.

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But of course if anyone has any follow-up questions, you can certainly email them to us.

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EquidoxSales@onixnet.com

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or from the app.

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Dan: Great thank you very much, and it's right at 2:30, so

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we will be respectful of everyone's time...

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And again just to reiterate, please feel free to reach out

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if you have any individual questions or individual

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use cases that you would like to discuss. I'm happy to work with you to

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figure out the best workflow and make sure that you're using theList Detector correctly.

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So thank you very much, everyone. I'm going to stop sharing and we can end the Webinar.  Tammy: I do have one more thing

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Dan, I wanted to let everyone know that we will be

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doing another webinar to cover the new

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Table Detector

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that's just been rolled out. And that will be happening in a couple of weeks.

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So all of you who are on this registration list

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will be getting an invitation to that, as well.

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00:30:17,120 --> 00:30:20,719
Dan:  Perfect. Thank you for reminding me of that. So, yep, looking forward to that next demonstration...

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And yeah, we will we'll see and chat with everyone soon. Thanks, everyone!