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hi everyone thanks for joining my name is Leslie and this is our adoption series and today we're going to be going over contract companion and docx tools companion or our proofreading and our repair toolkit so I'll call out a couple of things this may look a little bit different to you if you've joined us for previous sessions this will be similar so you'll see kind of the workflow of going through these two tools using your document but if you're just joining for the first time then again I'm gonna run through some of our tools and how they work in tandem with each other I'll call out some best practices along the way so you'll see some things that I like to highlight but they're again my preference and workflow not the only way to do things so I'll call those out and you'll see that as we go through today's demonstration and if you have any questions after feel free to reach out to the adoption team we have all of our information in our Customer Center but you can also shoot us an email and we're happy to to discuss so with that I will jump right in so depending on how your ribbon is configured you will either see your set of tools under your home tab or your litera tab so if you look here mine are under the litera tab and you'll see here again we're talking about the set of tools here under review and the set of tools here under repair and so you'll see as I go through the ribbon I like to call out best practice here I like to use my buttons as they're laid out so I use them left to right and really this is just a preference of mine you'll notice for example if you clicked on something like cross references it may ask you if you want to fix your numbering issues first within your document so just to avoid that extra step I like to use the buttons as they're laid out here so you're set of review tools here you'll notice you have your analyze your final checks this is table of authorities this is for litigation companion and active drafting so I'll spend most of my time in our analyze task pane here and then we'll look at final checks but really these set of tools are meant to help streamline your workflow so they're gonna help you proofread your document or review your document you'll notice any potential issues or within your document and this is really important you know especially now working from home that you have the ability to quickly look through these documents you know it's it's important that you're nurturing your customer relationships or your client relationships and that you're not spending a lot of time doing these mundane or tedious tasks within your document so these sets of tools are really meant to help with that process and then we'll take a look at our repair set of tools and you'll see kind of how these work in tandem so I'll call it out when I'm flipping back and forth between the two because a lot of the issues that are surfaced when you're looking at your review set of tools are here when we're in the analyze task pane we can fix using the repair set of tools so again these two you know contract companion deku Stowe's companion these two sets of tools work really well in tandem with each other and both are meant to you know decrease the amount of time that you're spending working on these documents or your unbuildable time your repair set of tools right here do just that so they're gonna help you once you surface all the issues within your document fix those issues and I'll go into more detail when we start to look at our analyze test pain so with that I will jump right in you'll see here if I click on analyze it opens up a task pane on the right hand side so so run through the document and surface again any potential issues or informational items you might want to review and then anything else you know relating to this document that you'll want to take a look at before finalizing it and sending it out so you'll notice here at the top tile you have your risk assessment tile so this will give you a snapshot of all of the risk that exists within this document so you'll see that here you know again this little yellow area is just gonna highlight any risk potential in this document based on the size of the document and then you'll see here you have flags or attention items and filtered risk so you can quickly click on the risk assessment link and this will take you to all of the risk listed within this document or you can go through each tile and that's kind of what I'll do I'm one by one just to look at each area in the document you'll notice some different icons so you'll see here there's a red triangle with an exclamation point in it and this is again your attention item so this is just kind of highlighting here in your task pane and throughout this document any potential risks or anything that needs your attention that you're gonna have to review or address or you're going to want to before you finalize and send this document out to a client and then you'll notice there's a green box with a checkmark in it this lets you know that everything looks good in this tile or again within the task pane that everything is fine or your issues have been fixed and then you'll see here the yellow circle with the exclamation point and these are informational items for you so again these are dates or names or things that you might want to review but are not potentially risk related within this document so if we look in our defined term issues you'll see when I click on the tile it opens up the tasks pane and there's the list here of all of your defined term issues within this document one thing I like to highlight here is a best practice is next to category you'll see this little hamburger menu here and if you click on that you have some more options so I always like to sort my risk first and this way you know again this is meant to save you some time when you're going through your documents and making all these changes so if you sort your risk first if you have a long list here within the task pane it's going to surface all those right to the top of the list for you so you can see here you can take care of any of the attention items first and then work through the informational items and then anything else that might need your review below that so just something I like to call it as a best practice you'll see here if we click on closing dates its listed as an attention item for us we're going to want to review this and you see when I click on closing date it highlights it or greys it out here within your document so you can see here it also lets you know what's going on with this so the term is not defined in the document so it's used here and we can see that it's used seven times so you see the quantity here and you can get to every instance that this term is used within the document by using the arrows down here and again you can see that this was used seven times within this document but the definition doesn't exist within your definitions list so you're going to want to address that and you can go ahead and add it to your definitions list here you and you'll see you'll want to keep the formatting the same because contra companion is surfacing any issues within this document and it's going to look for those formatting issues so you'll see here once we add closing date to the definitions list it will automatically fall off the task pane so one thing is when you're working through this document you'll see after about six seconds that once you're making the changes of anything that's addressed within your task pane the items will then fall off so you can you know no longer pay attention to them you can move on to the next item very quickly and keep working through the issues within the task pane here so we'll take a look at Part II so this is another attention item that we flagged and you'll see here this is the opposite so the term is defined but not used anywhere within this document so you can see here but once I click on parties it's highlighted down here and now ultimately it's up to you to know this document the best so you'll really have to make a determination if parties was meant to be used within this document then you can go through and add that but if you're done and you're finalizing this and you know you're not going to use the term parties anywhere within your document then you can just come into the definitions list and delete it so again once you do that you'll see the changes updated here in your task pane but again meant for you to quickly go through the issues that are being surfaced within the document and move on to the next item you'll see again some informational items here so you'll see when I clicked on collateral we have a split screen view that you can now see on your screen so it's gonna leave the definitions at the top of your screen it's a static view so it'll be there and then you can navigate to every instance of the term within your document and you'll see that on the bottom so again it's a nice view for you because now you no longer have to print out your definitions list or keep it up on a second screen you can really just keep that there so that you can review every definition within your document very easily and you'll see this is an informational icon here and it's just recognizing that the term doesn't have the same capitalization so again this has just meant for consistency purposes you know something you might want to address or fix it might not be risk related within this document it's not gonna you know lose a case for you or anything like that you are gonna want to you know maybe address this for consistency consistency purposes before finalizing the document so you'll see here I'll go back to our analyze task pane here and now you can see we addressed the risk or attention items here so the icon has changed but again once you go through each tile and you address all of the issues you would notice that this would change to a green checkmark or the informational icon would no longer be here once you address all of the items I'll show you again quickly just the definitions list this is a nice view for you to quickly go through all of the definitions and you can see here again that split screen view so again a really nice way for you to go through and quickly review each definition within your document and then again you can navigate to each instance that equipment for example exists within this document so if we come back out we'll go into our Nate's names dates etc tile so here I like to point this one out as being really important I mean all of them are anything that we're you know potentially noticing in your document that's risky you're going to want to address it but this is really where we notice when you are copying and pasting from other documents or collaborating on documents with other people you can potentially bring in old information so old names or old dates or anything like that or the wrong names or the wrong dates if you're reusing existing documents so this is really gonna surface those issues for you that you'll want to address because these are higher risk items so again if you have somebody's name in a contract and it's incorrect this could potentially be a huge issue so here you can see that we are recognizing some date attention items address issues company so we'll go through these so if we take a look at the first item here we can see that it's a date issue and it recognizes that the correct day of the week for April 16th is a Monday and not a Tuesday so again you're going to want to address this and you can come right into the document here and update this to reflect Monday instead of Tuesday and then you can keep moving through the rest of the items in your task pane if it's supposed to be a Tuesday then you can change the date but again it's there for you you can quickly navigate to the instance in your document and then move on to the next item so you'll see here another issue that was surfaced is an address issue so you'll see we recognize that the correct city name for zip code five three one eight one is Twin Lakes and not Waukesha so again you know you'll have to make a determination you know this document so is the zip code wrong use the city wrong you can come in here again and fix this right within the document you'll see here the company name so throughout this document we used mater cookin Jackson but in this instance it's mater cookin Jackson this could be a typo we could have had the name wrong the entire time so something we're gonna surface for you so that you can pay attention to so that you can fix this issue before sending it out and again this if this is a company name this could be a you know potentially bigger issue or you can send it out and you know then they'll bring it back to you and your reputation could be damaged so you're going to want to go ahead and fix these issues before you know sending them out to clients but you can see here we recognize that there's a difference between the E and the D and you can come in here and address it right within the document and then the informational icon exists here so we'll click into it just to take a look and you can see that it recognizes that April 12th is a Saturday and it's not a weekday so again this might not be an issue you might know and it's okay but if it's not then it's something that you can take a look at and address here in the document but something that we're going to flag for you to take a look at and then you'll see here again there's no icons but so you can quickly review all of the names dates and everything else that exists within this document you'll see location companies and things like that you can go through the list here and again you'll see phone numbers things just anything you're going to want to take a look at that might have names dates included in your document so you can again address this before finalizing it and sending it out so this is where I like to call out you'll see kind of the workflow where you go through each tile but numbering issues you'll notice on your repairer set of tools that you have a numbers button here so this is where you'll use both kind of in tandem so you can use your review set of tools to surface any issues and then you can use your repair set of tools to fix those issues so if we take a look here we'll see we have numbering issues in there seven and you can see there are things like out of order numbers and again if you click on that middle navigate to the instance it exists in your document you have repeated numbering so you know this is where it really can be time-consuming to come in here and fix all of the numbering issues one by one but you can do that you can also see here again like I mentioned we have our numbers button here in our repair set of tools so when you click on numbers I have our newest version which has our guided navigation on so you'll notice the same task pane show up when I click on the button if you don't have guided navigation turn on it's not in your settings or you don't have the latest version then you'll just notice a dialog box will show up it'll run through your document with autonomy and then it'll still fix the numbering issues for you so you'll see here again I mentioned when I click on our numbers button we'll get an additional task pane and this is really meant to make these tools work well with each other to give you some something familiar you're familiar with so if you're used to the task pane view you'll see it here you know so now again these work really well in tandem with each other and it's really meant to give you more control over what is being fixed within the document and how to fix it so you know it's it's a lot of the feedback that we got is that you know sometimes clicking a button and just keeping your fingers crossed and letting it do its thing and fix everything within your document can make people a little bit nervous so this is just meant to give you some visibility as to what's going on within your document you'll see here again I'm going to sort my risk first this is a short list but again as a best practice I like to highlight those surface them and and bring them to the top of the list and then you'll see here when we click on it it's the same it'll navigate in the instance that it exists within your document and you'll see here again repeated numbers out of order numbers type numbers you can see that exist here within this document so you can fix this by checking the box and fixing just this this list here you can do that by fixing it here or you can fix every item here within if you're checking all within the task pane and clicking the fix button here so we'll click fix will go through now you can see that list 2 no longer has any issues found and will close this just for space but you'll see here if we refresh our contract companion task pane all of the numbering issues that were previously surfaced are no longer an issue so you can see by clicking the numbers button we were able to quickly go through the document fix those issues and now you can move on to the next item so again really nice that they work in tandem with each other very very quick to fix the numbering issues using that button and then you can move on so you'll see here we'll take a look at references so again this is where I like to use my repair set of tools as well so you'll see any reference issues surfaced here and it's going to pull up all of your references so again you can quickly go through and review all of your references but you'll see here we have our attention item at the top and we'll take a look so you can see section 2.0 1 doesn't exist anywhere in this document so we recognize that and it could be a couple of things this could be a typo we could have meant to say section 2.1 so you can come in here and fix it right within your document and then continue to move on through you'll see also you have the ability to assign a new target right here within your task pane so now that we address that and we moved to point 0 1 it's no longer an attention item but you can see here it still recognizes that it's a typed reference so if you want to you can quickly go through and again you can assign targets using the task pane here you'll also see that just like the definitions list you have your split screen view so again it's meant to help you quickly go through and review every instance or every reference in your document but we'll use our cross reference button here in our repair set of tools and again with guided navigation turn on you're going to see the same experience you'll get an additional task pane that will show up and then again it'll list all your cross references and it notices that they are typed so same you can click through each individual item and again you know assign them either one-by-one or assign all and this is a preference so if you want a hyperlink your cross references I'm set you can quickly navigate to all of the instances in your document you can do that or you can just run through the task pane and review them but they're here for you you'll see here I will check all and I'm going to assign the cross references one nice thing about this is you don't have to be worried about pressing that and having the wrong references linked it's not going to match anything that isn't 100% match so you'll notice that here we didn't article one wasn't found it was 100% match so again you can click in here and then use the drop-down to assign a new target but just so you know it's not going to match anything unless it's a hundred percent so you can use that if you want again to use that functionality but otherwise it's meant for you to be able to quickly review your cross references as well so we'll come out of here and we'll move on to our editing mistakes and so again you'll see you can go through each individual tile and address all of the issues but here is where I like to instead of going into the rest of the tiles here I like to use our final checks so final checks is really a combination of your editing mistakes and your incomplete items so this is where you know I like to if I'm again trying to review this quickly before sending it out or finalizing it this is where I would like to look at anything that might be additionally surfaced that doesn't have to do with your defined term issues or your name states etc so you'll see here some additional things that we pick up so it recognizes here that the written number one million doesn't match the number in parentheses so again this is likely a typo or could be you know a mistake so you can come right within your document and fix that issue but again it's just a number discrepancy that we recognize here and your additional editing mistakes are incomplete items that you're going to want to address before you finalize this you'll see some other items here so you'll see things like inconsistent punctuation missing punctuation and then here are your incomplete items so you'll see bracketed text we recognize this as a potential placeholder and again this comes into play when you see a lot of collaboration or if you want to go back and review something later you can use this as a placeholder for that and we recognize that so you're gonna want to address that before again sending that out you'll also see here we recognize highlighted text so again this one here very clearly says Jason please review so if this was a you know document that two people are collaborating on you're going to want to review this address whatever is supposed to be in this section add it to the document before finalizing it and sending it out and then you'll see here again we have the ability here to recognize that we put this in as a placeholder for table of contents so you'll see here it says place toc here and this is just recognized as a placeholder incomplete item and again you'll see here our repair set of tools come into play so we have the ability with a click of a button eventually it's coming with guided navigation that's very soon but you'll see here the dialog box that I spoke of earlier that will give us some options for placing a toc within this document so when I click that it'll run through it'll ask us how many levels we want and in this instance I'll pick two and then you'll see here it'll run through the document and place our table of contents right within this document so it will do that automatically after the title page if there is one so you'll see that here and then again you'll have that ctrl-click functionality so that you can jump to each section within your document very easily that was inserted very easily and then you'll see here we can just remove our placeholder for the toc so again just a nice way to quickly run through this document to add something that might take a long time or that you might send out to a secretary or admin or someone in your document processing department to fix for you so you with a click of a button can do that very easily some other items you'll see here are incorrect spacing and so you'll see we have a set of cleanup tools here and so these incomplete items can be addressed with most of the here in your cleanup menu and so you'll see here this again is really meant for consistency purposes so this is for if collaboration on documents or if you're reusing old documents and copying and pasting in you'll see that sometimes the consistency will not be the same so you have the ability to very quickly run through the entire document and conform your font types it's gonna pick up the majority of what the fund is within this document and change all of the font to reflect that you also have the ability to conform your font sizes to make spacing between words consistent spacing between sentences consistent and you'll see this will address some of the issues in the task pane you have the ability to change your quotes from curly to straight or straight to curly and again we know this is a personal preference so you have the ability to go ahead and do that within your document and then you have some additional cleanup functionality so you can remove highlighting so for example if Jason was able to insert his language here within this document then we can remove that highlighting so it's no longer there you can remove drawings and empty paragraphs so you'll see here we'll just go ahead and conform all of our quotes and with the dialog box it'll run through the document fix all of those for you and then again you can keep moving through the rest of the cleanup functionality to address any of the other issues the spacing issues or missing punctuation things like that I'll mention here very quickly our PDF cleanup so this is for PDF to word conversions and so it's gonna remove common marks left on your document when you're doing that conversion so it'll clean that up for you so it's just a functionality it's there if you want to use it so I'd like to call that out here and then I will call out some of the buttons down here at the bottom so you'll see here you have the ability to check all and you'll see this mostly when you're in the task pane and a lot of the different views but it does just that it's gonna check off every item here within your task pane or you can uncheck you have the ability to review items so if you're running through your list and you know that you already addressed a couple of items or issues or you know you no longer need to look at this and you want to quickly move through the rest of the items on your task pane you can mark them as reviewed so you'll see here I marked these two items as reviewed on what it does this kind of gray out and move it to the bottom of the list for you again so that you can quickly focus on what matters when you're working through this document no longer address those issues and run through everything else very quickly you can flag items so you'll see here you have the ability to flag an item and this is just going to highlight it again for you to go back to at some point to address this or pay attention to it or if you're collaborating for someone else to take a look at it you'll notice it on your initial task pane it'll then show up as a flagged item but you'll see here it'll put the little icon here and again keep it in your incomplete items so that you can go back and review it later you have the ability to generate a report so this will launch a separate Word document and it will show you what is in this task pane here so if we select these two items it will put them on a separate report and it will list exactly what you see here so it'll have your text it'll have the quantity it'll let you know what's going on if you were to click into it you'll have additional information and it has a timestamp and a name of the person who generated the report so sometimes this helps with collaboration if people are sharing it back and forth and don't want to do it directly within the document so you just have that ability to do that there you can mark your document so you can add additional bullets highlighting color text or bracketed text and again just going to be there for you so that you can go back and refer to those items at a later time you have the ability to add comments within the document and this can be used with the native comment functionality so you can turn that on and off but that option is there for you then you'll notice here you have our question mark button and so this is going to take you to our Customer Center which will give you our help topics so knowledgebase articles or quick reference guides additional information about where you are within the task pane so you'll see here for example we're in final checks if you were to click on the question mark it would take you to some additional information about final checks so if you're not sure where to go from here if you want to know if you are utilizing this correctly you have the ability to click on that button and see some more information about final checks if it's still not good enough or not what you need or you're not getting enough information you'll see the option to reach out to our support team so they're there and available for you they're fantastic group of people and you can retouch them by phone or email so if you're stuck or you're not sure they're there to help you and they'll answer questions for you so that option is available there for you and then I like to call this one out here - it's just your refresh results so you'll see again when you work through the document it will quickly refresh for you but if you've ever wanted to come in here and refresh your results you can do that before we finish up I'd like to call out a couple of other things so you'll see again once you get to our support site you also have the ability to use our da key our service so doc ER is there and available for you at no additional charge and what it's meant for is if you have a document that you are working on and you cannot figure out what's going on with this document it's corrupt or something isn't working for you you can send it to our Dockyard team and they'll take a look at that document for you so they're not going to stylize it for you but they'll address any of the corruption or issues with that document and then they'll send it back to you and they'll let you know exactly what they did to address those issues and that's how you can either address them on your own moving forward or just so you know what was done to your document and you also have the ability to use all of this with track changes on so that's another thing I like to highlight so if you're ever working through your document you want to know exactly what's being done if you turn on your Trek changes and you can see when you're clicking the buttons exactly what what is happening behind the scenes when you click on those buttons so with that I will leave you until next week and again this is the adoption series we're on at 10:00 a.m. every day Monday through Friday Central Time so feel free to join us next week for some additional training thanks everyone