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[Dan Tuleta]  Thank you everyone for joining for another edition 
of Equidox Webinar Wednesdays today we're going to  

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just be focusing a little bit on automation we 
do have some really exciting technology that's  

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in development and in beta testing at the moment 
so we wanted to just kind of give a little sneak  

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preview of that but also kind of combine that 
with some of the old automation that you might  

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have already seen on previous demos or webinars 
or if you've ever like scanned our website and  

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looked around at some of our videos I'm talking a 
little bit about tables and lists and some of the  

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automation that we're able to apply to your PDF 
documents so I just thank you everyone for joining  

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as always if there's any sort of follow-up 
questions if you'd like to have a deeper  

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discussion and talk maybe more about your specific 
organization and your PDF remediation challenges  

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please feel free to reach out to us either at 
EquidoxSales@Onixnet.com or our website which is

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www.Equidox.co there's plenty of ways to get 
in touch with us through that website as well  

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and there's a wealth of information about all 
things related to PDF and digital accessibility  

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so with that said we just I just a brief intro 
for anyone that might not be super familiar with  

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Equidox we are a software company that offers 
the best in class PDF remediation software we  

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also offer expert PDF remediation services so 
we are able and we're able to automate high  

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volume PDF remediation as well so for things like 
statements and template templatized documents that  

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are being generated on a very high high level high 
volume we are able to fully automate that type of  

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remediation process so our mission our mission is 
to enable PDF accessibility through intelligent  

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and automated solutions so this is just a quick 
slide about some of the customers that we serve  

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we do work with we do work with customers in all 
different verticals and of all different size so  

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whether you're from a large corporation 
or a small government agency whatever it  

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may be we are able to to help you with 
any of your PDF remediation challenges  

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so today I'm actually going to switch out of 
this slide deck in just a second and we're  

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going to go into Equidox and I'm going to give a 
little bit of a demo about some of our features  

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like the Zone Detector the List Detector the 
Table Detector and then another tool called  

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Zone Transfer so Zone Transfer is is a really 
cool feature which allows you to basically take  

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the reading zones from one document and apply 
them to another document that might be very  

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similar in terms of its layout or maybe even an 
exact version of that document that might have  

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just had like a small typo corrected so I'll 
explain how that works in just a few minutes  

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so I'm gonna jump out of this slide deck for 
just a second and I will come over here into  

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Equidox so with Equidox I'm actually operating 
right in my browser so keep that in mind with  

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Equidox this is a web-based application which 
has a lot of advantages being able to just work  

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from any computer anywhere anytime you are able to 
interact with your documents you don't have to be  

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dedicated to your one machine that has software 
installed on it and also the ability to scale a  

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tool like Equidox is really easy because you're 
able to deploy this to a lot of different users  

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across your organization because we work with 
a concurrent user licensing model that means  

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anyone in the organization is able to log in 
it's just a matter of how many people are using  

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it simultaneously and then also the collaboration 
aspect of being a web-based application because  

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you're able to because you're able to actually 
remediate the same documents simultaneously even  

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so you can share documents to the application 
you can have multiple remediators tapping into  

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the exact same file so if you have a very large 
document maybe a 200-page long report that has a  

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tight deadline that you'd like to have remediated 
as quickly as possible you are able to have your  

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best remediators working together on that document 
if you'd like so with that said what we're looking  

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at here is just a list of documents that have 
been imported into the tool just for various  

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demos and and trainings that I do so with that 
said what we're looking at here I'm sorry what  

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what we're looking at here is just some documents 
that I wanted to show today in this demonstration  

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so I'm actually going to get started with this 
document right here so I'm going to click on the  

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document or click on the document and arrive at 
the document detail page from here I'm able to  

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see a thumbnail of all four pages in this document 
I can interact with some of the properties of the  

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document down below we also have this really nice 
feature called the Images Tab which allows you  

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to see all of the images in the document in one 
location if you've ever worked with PDFs before  

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you'd probably know that just having a sense 
of how many images there are in a document and  

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which images are going to require alt text is 
really nice to just kind of know that up front  

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and then if you have documents that just have like 
repetitive logos such as this one you can quickly  

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artifact those because you don't want to be typing 
out the exact same alt text for the same redundant  

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image page after page so what you can do to 
quickly automate that is just click on these two  

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check boxes and that will actually artifact those 
all those images with just a couple of clicks

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now I'm going to start here on page one and 
the reason for that is well this document  

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here it has some challenges with the initial tag 
structure that I've been given so this document  

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was previously tagged coming out of the source 
file it's probably some sort of like Microsoft  

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Word document and it is got all kinds of crazy 
zones that we see here on the page so if you  

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look here you can see these yellow boxes that are 
covering up the content this is not at all how  

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this how this layout should look when we arrive 
at this page so this is again just coming from the  

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initial tag structure that the document gave us 
so what we have is this great tool that can help  

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us automate things and that's the tool called Zone 
Detector so this detection slider here if I move  

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this back and forth left and right what you'll 
see is I'm able to change the way that Equidox  

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is picking up all of the content on this page 
so the Zone Detector will allow me to ignore the  

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existing tag structure so I don't have to rely 
on that tag structure that was provided to me  

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and I don't have to make all kinds of you 
know clicks around on the page to change  

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the layout I'm able to use this Zone Detector 
just to give myself a better starting point  

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so once I find kind of like the sweet spot 
something that's really nice and close to  

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what I'm looking for that's going to minimize 
the amount of work that I have to do I don't  

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really have to use the Zone Detector anymore 
on this page and if I find that all pages in  

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the document or the majority of the pages in the 
document have a similar basic layout or a similar  

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design style in terms of the fonts and the line 
spacing and just the way that the pages are laid  

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out you can apply that setting to all pages and 
then Equidox will look forward in the document to  

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the subsequent pages and it will apply that same 
detection level that you've set on whatever page  

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that you've chosen so that's a nice way of kind 
of automating the not having to even remove this  

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Zone Detector around on every page you can kind of 
consolidate that step into just a couple of clicks  

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now the next thing to do here on this page would 
be to set set up some heading structure so I have  

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some headings on this page if you can tell on 
the kind of like sectioning off areas of this  

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of this page and organizing the content here now 
by default Equidox just assumes that everything is  

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set up as a text zone on this particular page so I 
can I can quickly set up my heading structure just  

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by using keyboard shortcuts so I'm just tapping 
the number on my keyboard that corresponds with  

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the heading level that I'd like to set so it 
blinking you missed it but I said this is an H1  

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this is an H2 this is another H2 and then the same 
thing for these zones down here now before moving  

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any for any further I want to just briefly briefly 
show you another element of Equidox which is this  

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tool that looks like a computer monitor if I press 
this at any time it will open up a separate tab in  

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my browser and in this in this browser preview 
what I'm able to see is an HTML rendering of the  

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page that I'm currently working on so you can look 
here and quickly see the heading structure that  

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you've identified and this will also represent 
things like the reading order for the page so  

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a screen reader essentially would just read all 
of this content top to bottom in whatever order  

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it's currently shown here in the HTML Preview 
so if you've never done PDF remediation before  

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if you're not familiar with all of the nuances 
of setting up PDF tag trees think of this HTML  

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Preview as a replacement for having to understand 
all of the complexities of PDF tag structures  

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because you can see here in just this very linear 
simple HTML layout exactly how a screen reader is  

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going to interact with all of the content on that 
page so when you see issues with this HTML Preview  

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that's your key to just go back to the PDF and 
make a couple of adjustments to the areas of  

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the page which there are issues now the heading 
structure of this looks good so far I'm pretty  

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satisfied with the way that the headings look but 
one glaring issue with this page is this table  

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which if you were looking at the PDF itself 
you probably noticed that there was a table  

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there but currently there is no table structure 
applied to it so again the source document did  

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not have this table tagged at all and when I use 
that Zone Detector it's identifying all of the  

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text inside of that table but it's my job really 
to give it that table structure so if we were to  

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export this right now we would have all of those 
row headers being read first and then just random  

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bits of data that make up that table would be read 
after it so it's hard to say like what does this  

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number actually refer to which row which column 
is this number in so keep this in mind as we work  

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through the table remediation process but when I 
come back here to the main PDF page you can see  

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these reading zones were just reflected over there 
in my HTML Preview this is not what we want for  

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this type of element so all I'm going to do is 
just resize one of the zones and place it right  

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on top of the entire table and we can ignore the 
existing zones underneath we don't need to worry  

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about those and I will just hit t on my keyboard 
t for table or you can change the Zone type in  

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the drop down menu if you prefer but I like to use 
keyboard shortcuts it's just a way of being faster  

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and more efficient not having to move your mouse 
so far and you know interact with drop down menus  

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now if I click this blue Table Editor button when 
I open this blue Table Editor button this is going  

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to show me just that portion of the page and here 
I have this tool called the Table Detector so now  

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we're getting into the automation portion of the 
presentation where developing this table structure  

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can actually take quite a bit of time if you're 
doing it manually you could easily spend you  

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know half an hour working on a table like this if 
you're doing it step by step building those tags  

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out completely in a manual in a manual way but if 
you use our Table Detector which is using computer  

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vision and machine learning the art the artificial 
intelligence is able to very quickly almost  

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instantly determine the table and cell structure 
or the table structure for this portion of the  

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page so now when I go back to my HTML Preview 
instead of having that mess of information that  

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I had before I have a nice clean HTML table as you 
can see here so this is a pretty straightforward  

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simple table but the automation is really 
built into this artificial intelligence where  

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I'm literally just bumping a slider from left to 
right and Equidox figures out you know where all  

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the cells and the rows and the columns stop and 
start so it really works in a it's really really  

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quick really simple people to use and you don't 
need to be a PDF for mediation expert to get a big  

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benefit out of it and then if you just think about 
documents that are filled with tables you know it  

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might be a scientific report that's got all kinds 
of data in it it could be a financial document  

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where it's like the annual report and there's 
200 different financial tables and and balance  

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sheets and income statements and all different 
kinds of tables in in that document those types  

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of documents when you're trying to remediate 
them manually they can literally take weeks  

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to get through someone just sitting there over 
their computer and clearing their calendar and  

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spending weeks and weeks just going through and 
setting up every single table data cell and column  

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header and row header if you just think about 
the time that you can save just from you know  

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just this one little simple table extrapolating 
that out over the use of a tool like this for a  

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month or a year or multiple years it's a really 
mind-boggling amount of time that you can save  

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so I'm going to jump out of this document and 
just to kind of further iterate that point  

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with the tables if I use even a more complicated 
table so perhaps you're looking at that table and  

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going like okay big deal it's not that difficult 
of a table well a table like this is much more  

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complicated because you have multiple column 
and row headers and we obviously have a lot  

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more data cells in this table so it's really the 
same process of just hitting T opening up the  

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Table Editor and then using the Table Detector 
here I'm going to get my columns identified and  

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I'm going to find my rows and then maybe just 
make a couple of small adjustments just to help  

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out the the computer vision so I'm just making 
a few small adjustments and I'm going to just  

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get rid of a couple of these extra rows where 
we have like multiple lines of text up here and  

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then I just have to do some quick spanning so I'm 
just holding shift on my keyboard and pressing s  

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to create these spans where I'm going to join 
these cells together and then this table actually  

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has three rows of column headers so the top three 
rows up here our column header so I'm just going  

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to tell Equidox that this table is a little bit 
different it doesn't have the default one-to-one  

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ratio it's got three column headers and so when I 
go back to the HTML Preview you'll see that I've  

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built this beautiful HTML table in a few seconds 
and if you could remediate this table in Acrobat  

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in like an hour I'd be really impressed it's so 
if you can just think about the time save that  

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took maybe 30 seconds compared to doing it in an 
hour it's it's really quite astonishing if you  

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think about where you could be if you're using 
this tool for the course of a year let's say  

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now another really cool art automated feature is 
list detection so list detection is another one  

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of those parts of PDF remediation that can be very 
tedious and slow so just to show you how we would  

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interact with lists if you were to have a series 
of text zones covering up your list that would  

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render an HTML looking kind of like this where it 
would just read those lists as like strange run-on  

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sentences with no punctuation that's really not 
how a list should be Tagged so all we're going to  

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do is hit L on our keyboard and then bump our List 
Detector from left to right so this List Detector  

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similar to the Table Detector uses a combination 
of computer vision and machine learning to be  

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able to quickly almost instantly identify list 
items that make up entire lists and then when  

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you get into elements like this where you have 
a list inside of a list item this is this sort  

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of really exaggerates the complexity of how to go 
about tagging this this takes a lot longer than  

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just a simple list like this but in Equidox it's 
really the same process of just hitting L on your  

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keyboard and bumping the list Detector from left 
to right and then that will identify the two main  

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items and then it looks inside of those list 
items and it finds that there is a sub list in  

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there so that will create actual nested list tag 
structure so here you have your simple list that I  

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quickly tagged and then here you have your nested 
list and then the great thing of Equidox is that  

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it will automate the process of converting this 
HTML that we're looking at this will just export  

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automatically as a PDF tag tree for you so you're 
not having to interact with the PDF tags You're  

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simply just using using Equidox to identify like 
okay this is a list you hit L and then you bump  

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the slider over Equidox does the hard part of 
writing the PDF tag tree for you so again it's  

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the just to show you another example of nested 
list tag structure we have a document like this  

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you know this is maybe looks a little bit more 
similar to a nested list that you might see on  

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a day-to-day basis this is again just drawing a 
Zone hitting L and bumping the list Detector from  

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left to right and this will find that we have the 
two external items here then there's a series of  

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sub items and then a third layer of lists inside 
and in worst case scenario you might have to just  

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remove a couple of like erroneous zones that 
Equidox kind of overshot itself on but for the  

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most part you're going to see that this just takes 
a few seconds to create nested list tag structure

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Now the other tool that I wanted to mention so 
we've talked a lot about these reading zones  

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that we're seeing here and when we have these 
reading zones we can actually use this output  

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this Output Tab called Zones now primarily when 
you're exporting documents most people are going  

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to export it to a PDF meaning that nothing 
is going to change visually or aesthetically  

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about the document it's truly just going to be 
setting up the tag structure as you saw in the  

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HTML Preview so nothing visually will be altered 
but those reading zones that we're setting up to  

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organize all of the content what you can do with 
them is you can actually download those zones so  

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you can extract all of that information about 
the zones and the exact size the exact location  

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all of the Zone properties and then those zones 
can be instantly and automatically reapplied to  

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other documents that might be exactly like this 
so if you are let's say it's a you know a rate  

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sheet where it's the same document month after 
month but maybe just the interest rates or the  

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percentage points just change slightly once 
you have that foundational layout of those  

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zones you can continue to reapply that same 
layout to future iterations of that document  

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there are many different use cases for it as part 
of our remediation services offering where we have  

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a team of professional remediators you know we 
would often run into situations where a client  

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would give us a document we would remediate it 
and then they would tell us you know the day  

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that we delivered it to them in an accessible 
format they would say oh well we found a couple  

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of typos so here's a new PDF well previously 
that would cause a lot of tension as to like  

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well we've already remediated the old version and 
now we have to start over again from scratch but  

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that's not the case anymore because we can take 
the Zone layout from the version that was already  

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remediated in about 10 seconds we're able to just 
drop those zones right on a similar or the exact  

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same version of this document and then you don't 
have to do anything you've just copied the zones  

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from one version to another so it's a really nice 
feature it can really automate things depending on  

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the the use case that you can find for but it's 
it's truly an incredible time saver when you run  

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into the right set of circumstances to use it so 
with that said there's about 10 minutes left from  

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the 30 minutes that we scheduled here for the 
webinar I'm actually going to turn it over to  

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to Zach so Zach is going to give you a little bit 
of a preview of what we have coming out soon so  

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think of this Zone Transfer feature that I've just 
explained here and how we're able to transfer the  

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zones from one version to another we're actually 
in in the process of automating this entirely with  

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with a really cool feature that I'm going 
to let Zach talk about so Zach I will turn  

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it over to you I'm not sure if we got a 
slide introducing Page Match so I will  

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open up the slideshow or Zach 
would you like to share your screen

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[Zach Easterling] Well I have my screen I 
hopefully have my screen shared you know  

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for as much technical background as 
I have these Zoom meetings sometimes  

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elude me a little bit but let's see what I can do

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[Dan Tuleta] okay I'll stop sharing for now

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[Zach Easterling] okay I'm 
gonna give this a shot here

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and I'm going to share my screen so hopefully, 
you can see that I have my introducing Page Match  

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template slideshow up can everybody see my screen 
[chorus of yes] excellent so as Dan said we've got Zone  

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Transfer and Zone Transfer works great especially 
if you know the document that it's coming from or  

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you can remember doing that document a 
month ago and if you know Dan and I are the only  

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people on the remediation team we can talk back 
and forth and say yes you know Zach I do remember  

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doing a document like that last week let's try 
our Zone Transfer but let's set the scene on a  

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large corporation that has 10, 15, 20 remediators 
and they've been using Equidox for a few years now  

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it might be a little bit difficult to remember 
what we did you know six months ago especially  

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if Dan and I don't work in the same group 
or don't work on the same types of documents  

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so we've decided… we've created this concept 
called Page Match and Page Match as it kind of  

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states on this slide is a is a set of templates 
built from your currently remediated documents  

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the neural net defined pattern recognition 
algorithm I'm going to say that again the  

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neural net defined pattern recognition algorithm 
that Equidox uses will go through all of your  

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documents take a look at a whole bunch of 
dimensions that we've defined, create a set  

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of templates and then they can be used to 
kind of automate the Zone Transfer and zone  

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placement during import it's it's related to 
the import process and basically it's compared  

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to all of these known templates that we've 
gone through your organization you don't have  

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to worry we don't cross-contaminate 
organization with other information  

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so you know my my insurance company doesn't have 
any organizational information that your bank has  

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so nothing to worry about there but one of 
the brilliant things is that the templates  

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are continuously updated and ready for your next 
import as soon as you hit the Validated checkbox  

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so if your company that uses the Validated 
checkbox on a day-to-day basis great job if  

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you're an organization that doesn't use validation 
we might want to suggest that you start using that

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Let me go ahead and log into my demo account 
here and hopefully we can get everything started  

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I think that's this so right here hopefully 
everybody can see that I've got two documents  

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I've got a document that Dan and I have been 
working on it's this Page Match whitepaper and  

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as we were working on it we've noticed that there 
were some typos so we remediated those typos and  

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I brought this document back into Equidox. I've 
not used any Zone Transfer features on it this  

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is the first time that we've actually logged into 
this document and we're going to take a look at it  

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right now I apologize my demo environment is just 
a little bit slow but this loading shouldn't take  

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but another second or so but the idea is that 
as these documents are imported into Equidox  

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it goes through and takes a look at all of the 
templates I'm going to turn the enable on for this  

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page and you can see right away that I've already 
got a template loaded here it knows that this is  

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a heading one it knows that this is a heading two 
it's got some images I'm just going to save this  

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I'm going to go to page two and I can already 
tell you that I know that this is going to have  

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this is going to work because I've saved 
this document so H2 H2 H2 that's excellent  

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00:24:05,160 --> 00:24:11,640
save this and we'll go to page three now when 
I enable page three nothing's going to happen  

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(well excellent hey that's how you know it's live)

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hold this model up directly I actually wasn't 
expecting that I hadn't given it the background  

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on this particular page yet but it automatically 
knew that this is an H2 that's fantastic  

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it also recognized that I like this 
text big and wide that's perfect  

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00:24:34,620 --> 00:24:40,680
I'm going to save this and I'm also going 
to mark it Validated now I I can hear the  

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00:24:40,680 --> 00:24:45,600
question already well wouldn't this have 
worked with Zone Transfer yes this simplistic  

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00:24:45,600 --> 00:24:51,420
example would have worked with Zone Transfer but 
let's take a the idea of a document that maybe  

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is out of order so I have a reordered version 
of this document that I'm going to import  

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and you can think of this like designers all 
the time I tend to tend to reorganize documents  

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but this is also the same concept of let's say 
that I needed page one out of my January meeting  

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minutes and page two out of my February meeting 
minutes and page three out of my July meeting  

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minutes Page Match is able to drop into each one 
of those documents separately compare all of the  

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pages individually and pluck out the ones that it 
wants best so I need to turn this label off for a  

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00:25:33,300 --> 00:25:38,520
second and we'll look at this reordered whitepaper 
oh you know what I forgot to do I think I forgot  

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to click the Enable I'm pretty sure I forgot to 
click the Enable Page Match button during the  

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import I'm sorry guys I'm going to delete 
this document and re-import it I apologize  

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00:25:50,100 --> 00:25:53,100
and that's how you know it's live again 
because I forgot to click a button

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we need to turn Enable Page Matching on and import 
that again this is just the beta version so this  

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00:26:03,420 --> 00:26:10,080
checkbox is turned on so that I can that our 
team can clearly define and test all of the  

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attributes of this new function in the 
live version we won't have to worry about  

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enabling these Page Match details it'll be 
automatically included in the import process

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but we've got this reordered page now or this 
reordered document rather so if you were to have  

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tried to Zone Transfer this you would have put 
page a three load layout now on page one and page  

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00:26:36,000 --> 00:26:42,660
one on page two and it just wouldn't work right 
but if I enable the Zone matching you can see  

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00:26:42,660 --> 00:26:50,280
already that the document here has referenced page 
two of my previous document so on page one of this  

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00:26:50,280 --> 00:26:54,900
newly imported I've referenced page two that's 
exactly right because this really was page two on  

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a previous document that I had already remediated 
and marked validated same thing with let's say yes  

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00:27:01,740 --> 00:27:05,640
and it's going to be the same way this is 
going to be page three as my reference perfect  

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00:27:06,360 --> 00:27:13,740
say yes let's save this and we've got page three 
this will be page one from my reference and yes  

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00:27:13,740 --> 00:27:22,920
it is page one for my reference so the the power 
there is really letting the computer remember all  

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00:27:22,920 --> 00:27:30,120
of the things that you or your team have done in 
the past it automates the Zone Transfer process  

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00:27:30,120 --> 00:27:38,880
and it immediately learns all of your new layouts 
as soon as you click the Validate button so it's  

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00:27:38,880 --> 00:27:48,240
an instant process it updates on the fly the 
computer the neural net algorithm self-inserts  

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00:27:48,240 --> 00:27:55,080
itself configures and that new information 
is available instantly so I hope that the  

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00:27:55,080 --> 00:28:00,840
demonstration even though I I forgot to click the 
check box has been informative let me know if you  

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00:28:00,840 --> 00:28:05,040
have any questions in the Q&A otherwise Dan I'm 
going to give it back to you is that all right 

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00:28:05,040 --> 00:28:08,760
[Dan Tuleta] sure you can just keep your screen 
shared and then just maybe pull up the slide deck  

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00:28:08,760 --> 00:28:12,960
and go to the final slide so I think we'll 
just wrap things up of course because it is  

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just about 2:30. just one more slide that's 
going to be the so for anyone that's maybe  

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checking out this webinar after the fact we will 
insert a video of like a general demo of Equidox  

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so Equidox again you can reach out to us at 
EquidoxSales@Onixnet.com or our website is  

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www.Equidoxs.co we're also really active on social 
media so follow us on LinkedIn interact with us  

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00:28:40,260 --> 00:28:45,480
there Twitter we have all kinds of YouTube 
videos that are maybe more training-oriented  

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and we're also on Facebook as well and I believe 
Tammy will be sending out like sort of a little  

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00:28:50,760 --> 00:28:54,840
follow-up survey we'd love to hear some feedback 
from you we'd love to know about what you'd be  

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00:28:54,840 --> 00:29:00,780
interested to see in next month's iteration of 
webinar Wednesdays so if you have just a moment  

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to fill out that survey that's really appreciated 
but with that said thank you everyone for joining  

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00:29:05,520 --> 00:29:09,660
us today we really appreciate you attending 
and let us know if you have any questions  

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00:29:09,660 --> 00:29:14,400
or would you like this if you'd like to see 
more of like a one-on-one demonstration of  

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00:29:14,400 --> 00:29:19,182
of maybe even using your own documents so I'm 
looking forward to chatting with everyone soon

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[Zach Easterling] thanks everyone have a great day 

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[Dan Tuleta] Thanks everybody
[Tammy Albee] Thank you