What s New in VT Docs 3.0. Words Matter
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1 What s New in VT Docs 3.0 Words Matter
2 VT Docs 3.0 Availability & General Notes We ll likely take minutes. Q&A at end. Use chat facility if questions. Short 4 question survey at end of webinar, please fill in. About VT Docs months in the making and lots of exciting new features. Driven by user feedback. VisibleThread Docs 3.0 is available now in the cloud and Earlier this week, we released the on-premise upgrade for customers too! That upgrade is available FREE for on-premise customers with current subscription or maintenance agreement. Any questions on any of the capabilities, mail support@visiblethread.com
3 Summary of New Capability in New UI (User interface) complete overhaul New sidebar Most areas affected, easier for newcomers 2. Excel Compare 3. Sub-folders 4. Bulk Import/Export for Readability Whitelisting 5. Misc & Performance Improvements
4 1. New UI
5 The old
6 Becomes the new
7 New UI - New Sidebar Sidebar folders
8 New UI - New Sidebar - Dictionaries Dictionaries
9 New UI - New Sidebar - Reports Reports
10 New UI - New Sidebar - Help Help
11 New UI Mega buttons Megabuttons
12 New UI - Drag-drop in folder view Drag / drop
13 And live
14 2. Excel Compare
15 Why did we want to create a new compare for excel? Mostly Customer Feedback like this one: Can you do a compare of excel documents in visible thread? We are working a large Army bid and the government just issued an Amendment which includes 30 excel files that were revised. They did not mark the changes.
16 Excel Compare how do you do it today? Try googling comparing spreadsheets in excel. Results look techie and a bit like this:
17 Excel Compare how do you do it today? Multiple approaches Most are code based Require coding skills
18 ...and here s a sample result
19 How it works? - Folder with excel files - Originated from FedBizOpps
20 How it works - Choose Excel Files - Check the boxes against each one.
21 Sample Output - Summary - Summary View - Sheet by Sheet Comparison
22 Sample Output Detail of Sheet vs. Sheet Sheet vs Sheet Compare
23 Sample Output Detail of Sheet vs. Sheet Sheet vs Sheet Compare How to interpret commas and change indicators. Let s take this example from Row 8 above Row 8 Service Order Fee Element,,,, MODIFIED Row 8 Markup Rates,,,,,, The entry in column B is Service Order Fee Element,,,,. The commas separate the cell values. In this case, there are 5 cells, 4 of which are empty. The entry in column E is Markup Rates,,,,. So, you can see that the 1 st cell on row 8 has changed. It was originally Service Order Fee Element and changed to Markup Rates.
24 And live
25 3. Sub-folders
26 Sub-folders In response to customer demand Various ways of structuring: By contract/rfp By person By group Advantages of folders easier to archive off old folders into one Archive type folder better results in folder level views. Slice and dice the foldders as you need
27 Sub-folders Grouping Examples Grouping Related Documents
28 And live
29 MISC 4. Bulk Import/Export for Readability Whitelisting You can now bulk export and import to readability whitelists. Useful if you have lots of tech terminology that you want to ignore in the readability measurements
30 MISC 4. Bulk Import/Export for Readability Whitelisting 5. Auto-numbering of documents on upload You can now upload the same document multiple times to a folder. If a document with the same name already exists in the folder, we ll append a unique number to it. This makes it easy to upload the same document to a VisibleThread folder without having to explicitly rename it prior to upload. Very useful if you want to use different search dictionaries against an RFP or contract for example. Auto-numbered doc
31 MISC Bulk Import/Export for Readability Whitelisting Auto-numbering of documents on upload 5. Tweaks to exports You can now export the theme list from the folder level and document level discovery views. We enhanced the folder level concept export to allow you export all content and not just matching content. Both these enhancements have been regular feature requests from customers.
32 Thanks Q&A
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