foreign
thank you everyone for joining for
another edition of equidox webinar
Wednesdays today we're going to just be
focusing a little bit on automation we
do have some really exciting technology
that's um in development and in beta
testing at the moment so we wanted to
just kind of give a little sneak preview
of that but also kind of combine that
with some of the old automation that you
might have already seen on previous
demos or webinars or if you've ever like
scanned our website and looked around at
some of our our videos I'm talking a
little bit about tables and lists and
some of the automation that we're able
to apply to your PDF documents so I just
thank you everyone for joining as always
if there's any sort of follow-up
questions if you'd like to have a deeper
discussion and talk maybe more about
your specific organization and your PDF
remediation challenges please feel free
to reach out to us either at equidox
sales and onyxnet.com or our website
which is
www.equidox.co there's plenty of ways to
get in touch with us through that
website as well and there's a wealth of
information about all things related to
PDF and digital accessibility
so um with that said
um we just I just a brief intro for
anyone that might not be super familiar
with equidox we are a software company
uh that offers the Best in Class PDF
remediation software we also offer
expert PDF remediation services so we
are able and we're able to automate high
volume uh PDF remediation as well so for
things like statements and template
templatized documents that are being
generated on a very high high level high
volume we are able to fully automate
that type of remediation process so our
mission our mission is to enable PDF
accessibility through intelligent and
automated Solutions
so this is just a quick slide about some
of the customers that we serve we do
work with we do work with customers in
all different verticals and of all
different size so um whether you're from
a large corporation or a small
government agency whatever it may be we
are able to to help you with any of your
PDF remediation challenges
um so today I'm actually going to switch
out of this slide deck in just a second
and we're going to go into equidox and
I'm going to give a little bit of a demo
about some of our features like the Zone
detector the list detector the table
detector and then another tool called
Zone transfer so Zone transfer is uh is
a really cool feature which allows you
to basically take the reading zones from
one document and apply them to another
document that might be very similar in
terms of its layout or maybe even an
exact version of that document that
might have just had like a small typo
corrected so I'll explain how that works
in just a few minutes
um so I'm gonna jump out of this slide
deck for just a second and I will uh
come over here into equidox so uh with
equidox I'm actually operating right in
my browser so keep that in mind with
equidox this is a web-based application
which has a lot of advantages being able
to just work from any computer anywhere
anytime uh you are able to interact with
your documents you don't have to be
dedicated to your one machine that has
software installed on it and also the
ability to scale a tool like equidox is
really easy because you're able to
deploy this to a lot of different users
across your organization because we work
with a concurrent user licensing model
that means anyone in the organization is
able to log in it's just a matter of how
many people are using it simultaneously
and then also the collaboration aspect
of being a web-based application because
you're able to uh because you're able to
actually remediate uh the same documents
simultaneously even so you can share
documents to the application you can
have multiple remediators tapping into
the exact same file so if you have a
very large document maybe a 200 Page
Long report that has a tight deadline
that you'd like to have remediated as
quickly as possible you are able to have
your best remediators working together
on that document if you'd like
um so with that said what we're looking
at here is just a list of documents that
have been imported into the tool just
for various demos and and trainings that
I do
um so uh with that said what we're
looking at here uh I'm sorry what what
we're looking at here is just some
documents that I wanted to show today uh
in this demonstration
um so I'm actually going to get started
with this document right here so I'm
going to click on the document or click
on the document and arrive at the
document detail page from here I'm able
to see a thumbnail of all four pages in
this document I can interact with some
of the properties of the document down
below we also have this really nice
feature called the images tab which
allows you to see all of the images in
the document in one location if you've
ever worked with PDS before you'd
probably know that just having a sense
of how many images there are in a
document and which images are going to
require alt text is really nice to just
kind of know that up front and then if
you have documents that just have like
repetitive logos such as this one you
can quickly artifact those because you
don't want to be typing out the exact
same alt text for the same redundant
image page after page so what you can do
to quickly automate that is just click
on these two check boxes and that will
actually artifact those all those images
with just a couple of clicks
now I'm going to start here on page one
and the reason for that is well this
document here it has some challenges
with the initial tag structure that I've
been given so this document was
previously tagged coming out of the
source file it's probably some sort of
like Microsoft Word document and it is
got all kinds of crazy zones that we see
here on the page so if you look here you
can see these yellow boxes that are
covering up the content this is not at
all how this how this layout should look
when we arrive at this page so this is
again just coming from the initial tag
structure that the document gave us so
what we have is this great tool that can
help us automate things and that's the
tool called Zone detector so this
detection slider here if I move this
back and forth left and right what
you'll see is I'm able to change the way
that equidox is picking up all of the
content on this page so the Zone
detector will allow me to ignore the
existing tag structure so I don't have
to rely on that tag structure that was
provided to me and I don't have to make
all kinds of you know clicks around on
the page to change the layout I'm able
to use this Zone detector just to give
myself a better starting point
so once I find kind of like The Sweet
Spot something that's really nice and
close to what I'm looking for that's
going to minimize the amount of work
that I have to do I don't really have to
use the Zone detector anymore on this
page and if I find that all pages in the
document or the majority of the pages in
the document have a similar basic layout
or a similar design style in terms of
the fonts and the line spacing and just
the way that the pages are laid out you
can apply that setting to all pages and
then equidox will look forward in the
document to the subsequent pages
and it will apply that same detection
level that you've set on whatever page
that you've chosen so that's a nice way
of kind of automating the not having to
even remove this Zone detector around on
every page you can kind of consolidate
that step into just a couple of clicks
now the next thing to do here on this
page would be to set set up some heading
structure so I have some headings on
this page if you can tell on the kind of
like sectioning off areas of this uh of
this page and organizing the content
here now by default equidox just assumes
that everything is set up as a Tech Zone
on this particular page so I can I can
quickly set up my heading structure just
by using keyboard shortcuts so I'm just
tapping the number on my keyboard that
corresponds with the heading level that
I'd like to set so uh it blinking you
missed it but I said this is an H1 this
is an H2 this is another H2 and then the
same thing for these zones down here
now before moving any for any further I
want to just briefly briefly show you
another
um element of equidox which is this tool
that looks like a computer monitor if I
press this at any time it will open up a
separate tab in my browser and in this
in this browser preview what I'm able to
see is an HTML rendering of the page
that I'm currently working on so you can
look here and quickly see the heading
structure that you've identified and
this will also represent things like the
reading order for the page so a screen
reader essentially would just read all
of this content top to bottom in
whatever order it's currently shown here
in the HTML preview so if you've never
done PDF remediation before if you're
not familiar with all of the nuances of
setting up pdf tag trees uh think of
this HTML preview as a replacement for
having to understand all of the
complexities of PDF tag structures
because you can see here in just this
very linear simple HTML layout exactly
how a screen reader is going to interact
with all of the content on that page so
when you see issues with this HTML
preview that's your key to just go back
to the PDF and make a couple of
adjustments to the areas of the page
which there are issues now the heading
structure of this looks good so far I'm
pretty satisfied with the way that the
headings look but one glaring issue with
this page is this table
which if you were looking at the PDF
itself you probably noticed that there
was a table there but currently there is
no table structure applied to it so
again the source document did not have
this table tagged at all and when I um
use that zone detector
it's identifying all of the text inside
of that table but it's my job really to
give it that table structure so if we
were to export this right now we would
have all of those row headers being read
first
and then just random bits of data that
make up that table would be read after
it so it's hard to say like what does
this number actually refer to which row
which column is this number in so keep
this in mind as we work through the
table remediation process but when I
come back here to the main PDF page you
can see these reading zones were just
reflected over there in my HTML preview
this is not what we want for this type
of element so all I'm going to do is
just resize one of the zones and place
it right on top of the entire table and
we can ignore the existing zones
underneath we don't need to worry about
those and I will just hit t on my
keyboard t for table or you can change
the Zone type in the drop down menu if
you prefer but I like to use keyboard
shortcuts it's just a way of being
faster and more efficient not having to
move your mouse so far and you know
interact with drop down menus now if I
click this blue table editor button when
I open this blue table editor button
this is going to show me just that
portion of the page and here I have this
tool called the table detector so now
we're getting into the automation
portion of the presentation where
developing this table structure can
actually take quite a bit of time if
you're doing it manually you could
easily spend you know half an hour
working on a table like this if you're
doing it step by step building those
tags out completely in a manual in a
manual way but if you use our table
detector which is using computer vision
and machine learning the art the
artificial intelligence is able to very
quickly almost instantly determine the
table and cell structure or the table
structure for this portion of the page
so now when I go back to my HTML preview
instead of having that mess of
information that I had before I have a
nice clean HTML table as you can see
here so this is a pretty straightforward
simple table but the automation is
really built into this artificial
intelligence where I'm literally just
bumping a slider from left to right and
equidox figures out you know where all
the cells and the rows and the columns
stop and start so it really works in a
it's really really quick really simple
people to use and you don't need to be a
PDF for mediation expert to get a big
benefit out of it and then if you just
think about documents that are filled
with tables you know it might be a
scientific report that's got all kinds
of data in it it could be a financial
document where it's like the annual
report and there's 200 different
Financial tables and and balance sheets
and income statements and all different
kinds of tables uh in in that document
those types of documents when you're
trying to remediate them manually they
can literally take weeks to get through
someone just sitting there over their
computer and clearing their calendar and
spending weeks and weeks just going
through and setting up every single
table data cell and column header and
row header if you just think about the
time that you can save just from you
know just this one little simple table
extrapolating that out over the use of a
tool like this for a month or a year or
multiple years it's a really
mind-boggling amount of time that you
can save
so I'm going to jump out of this
document and uh just to kind of further
iterate that point
um with the tables if I use even a more
complicated table
um so perhaps you're looking at that
table and going like okay big deal it's
not that difficult of a table well a
table like this is much more complicated
because you have multiple column and row
headers and we obviously have a lot more
data cells in this table so it's really
the same process of just hitting T
opening up the table editor and then
using the table detector here I'm going
to get my columns identified and I'm
going to find my rows and then maybe
just make a couple of small adjustments
just to help out the the computer vision
so I'm just making a few small
adjustments and I'm going to just get
rid of a couple of these extra rows
where we have like multiple lines of
text up here and then I just have to do
some quick spanning so I'm just holding
shift on my keyboard and pressing s
uh to create these spans where I'm going
to join these cells together and then
this table actually has three rows of
column headers so the top three rows up
here
our column header so I'm just going to
tell equidox that this table is a little
bit different it doesn't have the
default one-to-one ratio it's got three
column headers and so when I go back to
the HTML preview you'll see that I've
built this beautiful HTML table in a few
seconds and if you could remediate this
table in acrobat in like an hour I'd be
really impressed it's so if you can just
think about the time save that took
maybe 30 seconds compared to doing it in
an hour uh it's it's really
um quite astonishing if you think about
where you could be if you're using this
tool for the course of a year let's say
now another really cool art um automated
feature is uh list detection so list
detection is another one of those parts
of PDF remediation that can be very
tedious and slow
um so just to show you how we would
interact with lists if you were to have
a series of text zones covering up your
list that would render an HTML looking
kind of like this where it would just
read those lists as like strange run-on
sentences with no punctuation that's
really not how a list should be Tagged
so all we're going to do is hit L on our
keyboard and then bump our list detector
from left to right so this list detector
similar to the table detector uses a
combination of computer vision and
machine learning to be able to quickly
almost instantly identify list items
that make up entire lists and then when
you get into elements like this where
you have a list inside of a list item
this is this sort of uh really
exaggerates the complexity of how to go
about tagging this this takes a lot
longer than just a simple list like this
uh but in equidox it's really the same
process of just hitting L on your
keyboard and bumping the list detector
from left to right and then that will
identify the two main items and then it
looks inside of those list items and it
finds that there is a sub list in there
so that will create actual nested list
tag structure so here you have your
simple list that I quickly tagged and
then here you have your nested list and
then the great thing of equidox is that
it will automate the process of
converting this HTML that we're looking
at this will just export automatically
as a PDF tag tree for you so you're not
having to interact with the PDF tags
You're simply just using uh using
equidox to identify like okay this is a
list you hit L and then you bump the
slider over
equidox does the hard part of writing
the PDF tag tree for you
um so uh again it's the just to show you
another example of nested list uh tag
structure we have a document like this
you know this is uh maybe looks a little
bit more similar to a nested list that
you might see on a day-to-day basis
this is again just drawing a Zone
hitting L and bumping the list detector
from left to right
and this will find that we have the two
external items here then there's a
series of sub items and then a third
layer of lists inside and in worst case
scenario you might have to just remove a
couple of like erroneous zones that
equidox kind of overshot itself on but
for the most part you're going to see
that this just takes a few seconds to
create nested list tag structure
um now the other con the other um tool
that I wanted to mention so we've talked
a lot about these reading zones that
we're seeing here and when we have these
reading zones
um we can actually use this output ver
uh this output tab called zones now
primarily when you're exporting
documents most people are going to
export it to a PDF meaning that nothing
is going to change visually or
aesthetically about the document it's
truly just going to be setting up the
tag structure as you saw in the HTML
preview so nothing visually will be
altered but those reading zones that
we're setting up to organize all of the
content what you can do with them is you
can actually download those zones so you
can extract all of that information
about the zones and the exact size the
exact location uh all of the Zone
properties and then those zones can be
instantly and automatically reapplied to
other documents that might be exactly
like this so if you are let's say it's a
you know a rate sheet where it's the
same document month after month but
maybe just the interest rates or the
percentage points just change slightly
once you have that foundational layout
of those zones you can continue to
reapply that same layout to future
iterations of that document
there are many different use cases for
it
as part of our remediation Services
offering where we have a team of
professional remediators you know we
would often run into situations where a
client would give us a document we would
remediate it and then they would tell us
you know the day that we delivered it to
them in an accessible format they would
say oh well we found a couple of typos
so here's a new PDF well previously that
would cause a lot of tension as to like
well we've already remediated the old
version and now we have to start over
again from scratch but that's not the
case anymore because we can take the
Zone layout from the version that was
already remediated in about 10 seconds
we're able to just drop those zones
right on a similar or the exact same
version of this document and then you
don't have to do anything you've just
copied the zones from one version to
another so it's a really nice feature it
can really automate things depending on
the the use case that you can find for
but it's it's truly an incredible Time
Saver when you run into the right set of
circumstances to use it so with that
said there's about 10 minutes left from
the 30 minutes that we scheduled here
for the webinar I'm actually going to
turn it over to to Zach so Zach is going
to give you a little bit of a preview of
what we have coming out soon so think of
this Zone transfer feature that I've
just explained here and how we're able
to transfer the zones from one version
to another we're actually in in the
process of automating this entirely with
um with a really cool feature that I'm
going to let Zach talk about so Zach I
will uh turn it over to you I'm not sure
if we got a slide introducing page match
so I will um open up the slideshow or
Zach would you like to share your screen
well I have my screen I hopefully have
my screen shared you know for as much as
technical background as I have these
Zoom meetings sometimes elude me a
little bit but let's see what I can do
okay I'll stop sharing for now okay I'm
gonna give this a shot here
and I'm going to share my screen
so hopefully you can see that I have my
introducing page match template
um slideshow up can everybody see my
screen
again
excellent so um as Dan said we've got
Zone transfer and Zone transfer works
great especially if you know the
document that it's coming from or
um or you re you can remember doing that
document a month ago
um and if you know Dan and I are the
only people on the remediation team we
can talk back and forth and say yes you
know Zach I do remember doing a document
like that last week let's try let's try
our Zone transfer
um but let's hit the scene on on a large
corporation that has 10 15 20
remediators and they've been using
equidox for a few years now
um it might be it might be a little bit
difficult to remember what we did you
know six months ago especially if Dan
and I don't work in the same group or
don't work on the same types of
documents
um so we've decided uh decided uh We've
we've created this concept called page
match and Page match as it kind of
States on this slide is a is a set of
templates built from your currently
remediated documents
um uh the neural net defined pattern
recognition algorithm I'm going to say
that again the neural net defined
pattern recognition algorithm that
equidox uses we'll go through all of
your documents take a look at
um a whole bunch of Dimensions that
we've defined create a set of templates
and then they can be used to kind of
automate The Zone transfer and Zone
placement during import it's it's
related to the import process and
basically it's compared to all of these
known templates that we've gone through
through your organization you don't have
to worry we don't cross-contaminate
organization with other information
um so you know my my insurance company
doesn't have any organizational
information that your bank has so
nothing to worry about there
but one of the brilliant things is that
the templates are continuously updated
and ready for your next import as soon
as you hit the validated checkbox so if
your company that uses the validated
checkbox on a on a day-to-day basis
great job if you're an organization that
doesn't use validation we might want to
suggest that you start using that let me
go ahead and log into my demo account
here and hopefully we can get everything
started I think that's this and I think
that's this so right here
um hopefully everybody can see that I've
got two documents
um I've got a document that Dan and I
have been working on uh it's this page
match white paper and as we were working
on it we've noticed that there were some
typos uh so we remediated those typos
and I brought this document back into
equidox
um I've not used any Zone transfer
features on it this is the first time
that we've actually logged into this
document and we're going to take a look
at it right now I apologize my demo
environment is just a little bit slow uh
but this loading shouldn't take but
another second or so
but the idea is that as these documents
are imported into equidox
um it goes through and takes a look at
all of the templates
I'm going to turn the enable on for this
page and you can see right away that
I've already got a template loaded here
um it knows that this is a heading one
it knows that this is a heading two it's
got some images I'm just going to save
this
I'm going to go to page two and I can
already tell you that I know that this
is going to have this is going to work
because I've I've saved this document so
H2 h2h2 that's excellent save this and
we'll go to page three
now when I enable page three nothing's
going to happen
well excellent hey uh that's how you
know it's live
hold this model up directly I actually
wasn't expecting that I hadn't uh given
it the background on this particular
page yet but it automatically knew that
this is an H2 that's fantastic
um it also recognized that I like this
text big and wide that's perfect
I'm going to save this
and I'm also going to mark it validated
now I I can hear the question already
well wouldn't this have worked with Zone
transfer yes this simplistic example
would have worked with Zone transfer but
let's take a the idea of a document that
maybe
um is out of order so I have a reordered
version of this document that I'm going
to import
and you can think of this like
um designers all the time I tend to tend
to reorganize documents but this is also
the same concept of let's say that I
needed page one out of my January
meeting minutes and page two out of my
February meeting minutes and page three
out of my
uh July meeting minutes page match is
able to drop into each one of those
documents separately uh compare all of
the pages individually and pluck out the
ones that it wants best
so I need to turn this label off for a
second and we'll look at this reordered
white paper oh you know what I forgot to
do I think I forgot to click the enable
um
I'm pretty sure I forgot to click the
enable page match button during the
import I'm sorry guys I'm going to
delete this document and re-import it I
apologize
and that's how you know it's live again
because I forgot to click a button
we need to turn enable page matching on
and import that again this is just the
beta version so this checkbox is turned
on so that I can that our team can
clearly Define and test all of the um
all of the attributes of this this new
function in the live version we won't
have to worry about enabling these page
match details it'll be automatically
included in the import process
but we've got this reordered page now or
this reordered document rather so if you
were to have tried to Zone transfer this
you would have put page
a three load layout now on page one and
page one on page two and it just
wouldn't work right
um but if I enable The Zone matching you
can see already that
the document here has referenced page
two of my previous document so on page
one of this newly imported I've
referenced page two that's exactly right
because this really was page two on a
previous document that I had already
remediated and marked validated
uh same thing with let's say yes
and it's going to be the same way this
is going to be page three as my
reference perfect
say yes let's save this
and we've got page three this will be
page one from my reference and yes it is
page one for my reference so
um the the power there is really letting
the computer remember all of the things
that you or your team have done in the
past it automates the Zone transfer
process and it
immediately learns
all of your new layouts as soon as you
click the validate button so it's an
instant process it updates on the Fly
the computer uh the the neural net
algorithm self-inserts itself configures
and that new information is available
instantly
so
um I hope that the demonstration even
though I I forgot to click the check box
has been informative let me know if you
have any questions in the Q a otherwise
Dan I'm going to give it back to you is
that all right
sure you can just keep your screen
shared and then just maybe pull up the
slide deck and go to the final slide so
I think we'll just wrap things up of
course because it is just about 2 30.
um just one more slide that's going to
be the so for anyone that's uh maybe
checking out this webinar after the fact
we will insert a video of like a general
demo of equidox
um so uh equidox again you can reach out
to us at equidox sales at onyxnet.com or
our website is
www.equidocs.co we're also really active
on social media so follow us on LinkedIn
uh interact with us there Twitter we
have all kinds of YouTube videos that
are maybe more training oriented and
we're also on Facebook as well and I
believe uh Tammy will be sending out
like sort of a little follow-up survey
we'd love to hear some feedback from you
we'd love to know about what you'd be
interested to see in next month's uh
iteration of webinar Wednesdays so if
you have just a moment to fill out that
survey that's really appreciated but
with that said thank you everyone for
joining us today we really appreciate
you attending and let us know if you
have any questions or would you like
this if you'd like to see more of like a
one-on-one uh demonstration of of maybe
even using your own documents so I'm
looking forward to chatting with
everyone soon thanks everyone have a
great day
thanks everybody
thank you