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My name is Dan Tuleta, Senior Sales Engineer 
with the Equidox accessibility team. Today  

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I'm going to be giving a quick demonstration 
of our Equidox PDF accessibility software.  

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Equidox is a web-based application that can 
be operated directly through your browser. It  

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also uses a concurrent user licensing model, 
which allows for a larger number of users to  

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share access. It is only limited to the number 
of people who are logged in simultaneously.  

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Another nice aspect of being web-based 
is that Equidox allows for collaboration.  

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You can share documents with other 
users in your account, and you can  

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even have multiple users remediating 
the same document at the same time.

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The first thing I will do is import 
a document. I can open my folders and  

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select a document or multiple documents to 
drag and drop into the import screen. Once  

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the document finishes uploading to the 
cloud, a blue import button will appear.  

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Pressing this button will trigger an automated 
process where Equidox will begin to analyze the  

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document for either existing tag structure or, if 
the document has not yet been previously tagged,  

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Equidox will automatically identify things like 
text, images, hyperlinks, and even fillable form  

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fields. Returning to the document list, I can 
now see the document that I just imported. When  

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I click on the document, I will arrive at the 
document detail page. From here, I can see a  

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thumbnail of all pages in the document and adjust 
some of the basic properties of the document,  

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such as the title, the author, or the language 
attribute. There is also an Images tab that  

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allows me to add alt text or artifact any 
images in the document from one location.

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If I click on the thumbnail for the 
one and only page in this document,  

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I will enter the remediation page, where I 
can make changes to the reading zones on the  

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document. The reading zones are represented by 
these yellow boxes that cover up the content,  

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and they will ultimately create the PDF tag 
structure when we export the document. Since  

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this document was untagged to begin with, most 
of the zones on this page say "TX" in the upper  

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left-hand corner to indicate that they are text 
zones. I can also see zones with the IMG label  

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to indicate where the images are located. In the 
upper right-hand corner of the zone, I can see  

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a number that reflects the reading order of the 
page. If I am unsatisfied with the size, location,  

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and number of reading zones on the page based on 
where Equidox has auto-detected the content, I can  

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use the zone detection slider to adjust the way 
that Equidox analyzes the page. If I slide further  

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to the left, Equidox will be much more focused 
and create very granular reading zones, whereas  

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if I slide further to the right, Equidox zooms 
its focus out and gives me much larger zones.

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The purpose of the slider is to give you different 
options as starting points, so there's less manual  

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work required to establish zones and manipulate 
their size and location. Another very important  

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feature of Equidox is the button that looks like 
a computer monitor. When I press this button,  

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a separate tab will open in my browser and show 
me an HTML preview of the page I'm currently  

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working on. The reason this HTML preview is 
important is because this is a simple and  

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linear representation of how a screen reader would 
read the content on this page. If I were to stop  

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working and export the document, I can use this 
HTML preview to validate the accuracy of my work,  

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because this HTML represents what the PDF 
tags will become when I export the document.

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Returning to the PDF page, I'm going to start 
adjusting my zones to create the proper tags  

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on this document. The first zones that I 
like to set are headings. The main title  

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on the top of this page, in the large bold 
font, is going to be my heading level one.  

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Under the zone properties, I can use the 
dropdown menu and change it to a heading,  

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or I can use keyboard shortcuts. In 
order to set a heading level one,  

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I can simply press one on my keyboard, and I 
will repeat that step with my heading level  

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twos and my heading level threes by hitting 
two and three, respectively, on my keyboard.

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Returning to the HTML preview, I can now see 
the headings identified by this large bold font.  

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The next element I will work on is this nested 
list, which you can probably tell from the HTML  

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preview is not tagged as a list at all. We use 
computer vision and machine learning techniques,  

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and we have trained Equidox to identify list 
items and nested list items automatically.  

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All I have to do is hit L on my keyboard to 
set the element as a list and then use my  

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list detection slider. In just a second 
or two, Equidox has located a list item  

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and multiple layers of nesting inside of them. 
Returning to the HTML preview, instead of that  

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list being read as a strange run-on sentence 
without any punctuation, it will now have a  

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proper list tag structure and be fully usable and 
understandable for an assistive technology user.

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The next element to focus on is this table, which 
currently looks nothing like a table at all in  

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the HTML preview. If this table was ignored, an 
assistive technology user would hear all that data  

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read in a random order without any ability to 
navigate or understand what they were listening  

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to. Tables are notoriously difficult and 
time-consuming to tag properly. However,  

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with Equidox, all I need to do is click and drag 
to create a single zone on top of the table. Next,  

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I will hit "T" on my keyboard to change it 
to a table and double-click on the zone to  

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open the table editor. Inside the table editor, 
there are now some green grid lines that Equidox  

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has drawn for me. I can click to manipulate the 
location of these grid lines, but I prefer to use  

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the table detector. Similar to the list detector, 
the table detector sliders are also using computer  

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vision and machine learning to identify 
the location of all the cells in the table.

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If I take a look at the HTML preview of this 
table, I will see that instead of having a  

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random string of information, I have a real table 
structure with rows, columns, and table data.  

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However, there are a couple of other things 
I need to do to make this table perfect. The  

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years 2023 and 2024 need to be spanned or 
merged across multiple columns. To span,  

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I simply select the cell where the 
span begins, hold shift on my keyboard,  

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and select the cell where the span ends. Next, 
I just hit "S" on my keyboard. I will repeat  

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this process for the other part of the table. 
Returning to the preview, I can see that all of  

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those extra cells have now been consolidated. The 
other thing I need to correct on this table is to  

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identify that there are two levels of column 
headers. Not only is the year a column header,  

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but the individual quarters within each year 
need to be tagged as headers as well. By default,  

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Equidox assumes that each table has a single 
column header and a single row header. In this  

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example, we have two column headers, so I just 
have to hit the up arrow to change the column  

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header from one to two. Lastly, Equidox is able 
to provide an accurate table summary by simply  

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hitting this check box. Although not necessarily 
a requirement, certain accessibility checkers will  

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flag tables for not having table summaries. 
We have automated this task for our users.

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One final look at the HTML preview will 
show that both of the top two rows and the  

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far left column are in bold font, confirming 
that those cells will be tagged as headers,  

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while the standard font will be correctly 
tagged as table data. Returning to the full PDF,  

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I cannot forget about the two images on this 
page. In the upper left-hand corner of the page,  

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we have our Equidox logo. I can add alt text to 
this image by typing into the description field  

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that appears when I select the image zone. Halfway 
down the page, I have another image of our logo,  

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but this time there is a dog in the picture. 
This is not a document about dogs, and there's  

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nothing critical being displayed in this image 
that will allow an assistive technology user to  

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better understand the information on this page. 
So I might elect to artifact this image to avoid  

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filling up the page with redundant alt text. I 
can artifact this image or any zone by hitting  

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backspace on my keyboard. The zone will disappear, 
removing my responsibility to add alt text to it.  

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The visual representation of the image will still 
be there in the PDF, but an assistive technology  

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user will skip past it because it will not 
be included in the tagged reading order.

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If I now take a final look at my HTML preview, 
I have just one final issue to fix: my reading  

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order is not exactly what I want it to be. We can 
see that the table has found its way to the very  

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bottom of the reading order because I manually 
drew that zone. If I return to the page editor,  

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I can press the reorder button, and Equidox will 
reorder the page with the default top-to-bottom  

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reading order. There are also multi-column layout 
options depending on the structure of the page.  

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You can select individual zones to reorder 
them, and there's even a method for selecting  

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multiple zones to reorder zones in clusters for 
pages requiring very complex reading orders.

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One final look at the HTML preview will show that 
the reading order is correct, and I can save my  

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work and close out of the document. The final 
step is to export the PDF. Keep in mind that with  

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Equidox, you can also export the PDF as an HTML or 
an ePub file; however, the majority of our users  

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prefer to maintain the PDF structure. By pressing 
"Generate PDF," Equidox will produce a brand new  

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document for me. This document will be exactly 
the same as the original except it will be tagged,  

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fully accessible, and most importantly, fully 
usable for assistive technology users. Keep  

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in mind the original version of this document 
was completely untagged and therefore useless  

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to a screen reader user, and of course, fully 
non-compliant with all Web Content Accessibility  

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Guidelines. The version we just exported from 
Equidox, however, is fully and accurately tagged,  

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100% compliant, and completely usable for 
people who rely on assistive technology.

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Equidox also offers an add-on feature that I would 
like to briefly mention. This feature is called  

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"Zone transfer," which allows users to instantly 
transfer the reading zones from one version  

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of a document to another version of the same 
or similar document. There are a couple of  

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different methods of doing this, but the simplest 
way is to just copy and paste the document ID out  

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of the URL and paste it into this text field 
on the user interface. This functionality is  

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extremely valuable for our customers who generate 
documents from consistently formatted templates,  

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make last-minute revisions or typo 
corrections to documents, or if they  

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just find themselves working through a backlog 
of documents that have a lot of similarities.

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For more information about how Equidox Software 
Company can help you with PDF accessibility,  

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email us at EquidoxSales@Equidox.co 
or give us a call at 216-529-3030,  

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or visit our website at www.Equidox.co.