What s new in VisibleThread Docs Words Matter. Oct 19 th, Webinar

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Pierce Stokes
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1 What s new in VisibleThread Docs 2.14 Words Matter Oct 19 th, Webinar

2 Operational Notes & Agenda 1. Call will last between minutes 2. Please ask any questions using the Questions facility 3. We ll make the recording available in next few days. We ll mail you once available. 4. These Slides and a what s new PDF also available

3 Operational Notes & Agenda 1. Call will last between minutes 2. Please ask any questions using the Questions facility 3. We ll make the recording available in next few days. We ll mail you once available. 4. These Slides and a what s new PDF also available I. 25 minutes sharing new capability (slides and live demo) II. 5 minutes answering any questions

4 VT Docs 2.14 Availability VisibleThread Docs 2.14 is available now! 8 months in the making and lots of exciting new features. Driven by user feedback. Live in the cloud. You ll see all capability there today. Available as a FREE upgrade for on-premise customers with current subscription or maintenance agreement. Any questions on getting the upgrade, mail support@visiblethread.com

5 So, what s new?

6 The Highlights VisibleThread Docs Compliance/Responsibility Matrix from multiple documents

7 The Highlights VisibleThread Docs Compliance/Responsibility Matrix from multiple documents 2. New output formats for Excel exports: Split document by sentence and search term

8 The Highlights VisibleThread Docs Compliance/Responsibility Matrix from multiple documents 2. New output formats for Excel outputs: Split document by sentence and search term 3. Readability Whitelisting (has been available in the cloud)

9 The Highlights VisibleThread Docs Compliance/Responsibility Matrix from multiple documents 2. New output formats for Excel outputs: Split document by sentence and search term 3. Readability Whitelisting (has been available in the cloud) 4. Miscellaneous bug fixes

10 The Highlights VisibleThread Docs Compliance/Responsibility Matrix from multiple documents 2. New output formats for Excel outputs: Split document by sentence and search term 3. Readability Whitelisting (has been available in the cloud) 4. Miscellaneous bug fixes 5. New UI (has been available in cloud)

11 Compliance/Responsibility Matrix from multiple documents

12 Compliance/Responsibility Matrix from multiple documents Current approach extremely fast 1 doc at a time. Solicitation / Contract Compliance Matrix

13 Compliance/Responsibility Matrix from multiple documents New approach, 1 click on multiple documents Solicitations / Contracts Compliance Matrix

14 Compliance/Responsibility Matrix from multiple documents 1 click on multiple docs This consolidates all results into a single Excel workbook. Helpful for shredding SOW & RFP at same time Applies both to Compliance Matrix and Responsibility Matrix Saves a lot of copy/paste time as it consolidates the outputs Works with different search dictionaries

15 Compliance/Responsibility Matrix from multiple documents - 1 click - Handles multidictionaries

16 Compliance/Responsibility Matrix from multiple documents - 1 click - Handles multidictionaries

17 Compliance/Responsibility Matrix from multiple documents - 1 click - Handles multidictionaries

18 Compliance/Responsibility Matrix from multiple documents Multi-tabs in workbook 2. Additional Color Coding for hits 3. New density metric

19 Compliance/Responsibility Matrix from multiple documents Multi-tabs in workbook 2. Additional Color Coding for hits 3. New density metric

20 Compliance/Responsibility Matrix from multiple documents Multi-tabs in workbook 2. Additional Color Coding for hits 3. New density metric

21 and live DEMO

22 New output formats for Excel outputs: Split document by sentence and search term

23 New output formats for Excel outputs: Split document by sentence and search term We provide these new options: Split by paragraph. This is the same behaviour from 2.13, a row is created in the Excel file for each paragraph of the original document Split by sentence. This parses the content in to a finer level of detail, creating a row for each sentence in the document. And, you can force a row split on occurrence: Split by search term. This creates a new excel row each time it finds a dictionary term in the content, even if it means splitting up a sentence over multiple rows. Pro TIP: Split by search term can work best when used in conjunction with the Split by Paragraph option.

24 How they compare? Split output by paragraph (as per 2.13)

25 How they compare? Split output by paragraph (as per 2.13) Split output by Sentence:

26 How they compare? Split output by paragraph (as per 2.13) Split output by Sentence: Split output by Search Term (when using paragraph split):

27 and live DEMO

28 Readability Whitelisting

29 A little background Allows users to exclude certain phrases from the Readability and Grade Level calculations.

30 A little background Allows users to exclude certain phrases from the Readability and Grade Level calculations. Let s assume you are an organization operating in a technical domain, you might have complex phrases that you must use.

31 An example Allows users to exclude certain phrases from the Readability and Grade Level calculations. Let s assume you are an organization operating in a technical domain, you might have complex phrases that you must use. For example, let s say you need to use the phrase electromagnetic conduction.

32 An example Allows users to exclude certain phrases from the Readability and Grade Level calculations. Let s assume you are an organization operating in a technical domain, you might have complex phrases that you must use. For example, let s say you need to use the phrase electromagnetic conduction. Or perhaps your brand name is a complex multi-syllable word.

33 An example Allows users to exclude certain phrases from the Readability and Grade Level calculations. Let s assume you are an organization operating in a technical domain, you might have complex phrases that you must use. For example, let s say you need to use the phrase electromagnetic conduction. Or perhaps your brand name is a complex multi-syllable word. Since Readability calculations are based on: average syllable per word as a major factor, then Then using these terms may skew your results negatively.

34 Whitelisting allows us neutralize those terms

35 Readability Whitelisting

36 Readability Whitelisting

37 Readability Whitelisting

38 and live DEMO

Readability Tidy Up Better and more detailed help

39 Misc Support for preserving match beginning with in dictionary export / import (requested by many customers) Readability Tidy Up Better and more detailed help guidance. Tidier look and feel Bug Fixes and Performance Improvements

40 What else has been going on in VisibleThread land? Tools for Contracts & Proposal Managers Tools for Content Creators Proposal Teams Contracts Teams Legal Teams Subject Matter Experts Technical Writers Product Managers + VT Docs (analyze docs) VT Readability (check 1 item; doc or URL)

41 What else has been going on in VisibleThread land? Tools for Contracts & Proposal Managers Tools for Content Creators Proposal Teams Contracts Teams Legal Teams Subject Matter Experts Technical Writers Product Managers + VT Docs (analyze docs) VT Readability (check 1 item; doc or URL)

42 Thanks Try VisibleThread Readability for free here: Deployment Questions? Mail Commercial Questions? Mail

What s New in VT Docs 3.0. Words Matter

What s New in VT Docs 3.0. Words Matter What s New in VT Docs 3.0 Words Matter VT Docs 3.0 Availability & General Notes We ll likely take 30-40 minutes. Q&A at end. Use chat facility if questions. Short 4 question survey at end of webinar, please