Introducing ReadySuite, Part 7 – Grid

We’re now ready to end our Introduction to ReadySuite series with last minute improvements to the grid and overall stability. While we try to release bug free software every time, we’ve always built in a bug report mechanism in case our software crashes unexpectedly. These reports are submitted by our users and contain useful details surrounding the events of the crash. One of the most common bug reports we’ve encountered occurred right after an import. Although it was difficult to reproduce, we spent a lot of time improving the stability and responsiveness of the document grid.

A lot of changes to the document grid occur after an import. Thousands of documents can be imported, new custom fields added, and metadata field values updated. We’ve added a progress indicator so you can see things are working in the background. But don’t worry: our goal is for the process to be fast and seamless. In our testing, imports over 50,000 documents with new fields only take a few seconds to populate.

Our grid has always featured a way to view the thumbnails of documents in a separate window. While most documents less than a hundred pages would show almost instantly, one area we felt improvement was needed was showing thumbnails of very large documents. You might have waited over 15 seconds to view a 700 page document. Navigating documents took longer than it should as a result. We’re happy to say this is one area we’ve greatly improved: loading a 1,700 page document now takes less than a second! Additionally, the enhancements to the thumbnail explorer now prevent the software from hanging after an import when the first document contained many pages.

We’ve also made additional improvements to editing and sorting in the document grid, aiming to make editing in the grid more excel-like. For example, if you’re editing a cell and press the down-arrow key, the cell below it will be selected and you can start editing. The same applies for moving to the left and right as well. Similar to Excel, you can now highlight a range of cells spanning multiple columns. These values can then be copy and pasted into any compatible editor. For editable fields, you can cut values from the grid or paste them into it. If you need to copy and paste the values from one column to another, go right ahead. You can even copy and paste from an excel worksheet into the grid and vice versa.

Our sorting algorithm in the document grid has also been changed for text fields to sort more intuitively. Taking a look at the below table to see how sorting has been adjusted:

Grid Sort Methods

Columns will now default to this new natural way of sorting. You can even sort on multiple columns using the grid; just hold the shift key and select the columns in the order you wish to sort.

We’ve made a few other minor changes here and there. For example, when new columns are added to the grid they will show automatically. Previously, columns were hidden until shown by the user. The field chooser still lets you pick which columns to show and hide. Additionally, we’ve added support for Windows 7. When a long process is running, you’ll notice the progress bar in the taskbar. As we add more features, we’ll look into adding more support for Windows 7.

This concludes our introductory series to ReadySuite. We’ll update you next week as ReadySuite progresses from Beta to Gold.

Introducing ReadySuite, Part 5 – Numbering

Document and page level numbering is the latest addition to our Introduction to ReadySuite series. This feature fits nicely with the discussed endorsing and exporting options. Utilizing the new numbering functionality allows users to re-brand existing image sets or create new production image sets. We let you easily create cross reference fields, use custom fields in the numbering scheme, and support a bates counter larger than 18 numerical digits with no limit in the prefix.

Page Numbering

In page-level numbering, we divide the numbering scheme into three parts: prefix, separator, and counter. Typically the prefix value is static in content; however, we allow you to use one or more custom fields when building the prefix. For example, if each document being numbered has a field called “ExhNo”, you can use the document’s exhibit number in the prefix of each document. The separator lets you specify a character to put in between the prefix and counter. If no separator is desired, leave it blank.

The counter field allows you to indicate the starting number to use and the amount of leading zeros to pad. Entering “001483” in the counter field will yield 6 digits for each document, starting at 1483 and incrementing by 1 for each page until the end. Additionally, we allow you to reset the counter back to its original starting value for each document. Utilizing this feature lets you number each page in a document separate from the previous document.

Exhibit Numbering

In the above illustration, you can see we’ve defined two documents each with a unique exhibit number. Using the exhibit number field in the prefix, with 0001 as our counter and allowing the counter to reset after each document, would yield the above starting and ending exhibit numbers.

Generating cross reference reports is just as easy. At the time of numbering, we let you specify or create new fields to indicate the previous starting and ending document numbers. For example, if you are re-numbering your review set to create a production set, you can save the starting and ending review numbers in fields ReviewStart and ReviewEnd respectively.

As we inch closer towards releasing ReadySuite, we’re looking for a few additional beta testers. Contact Justin Blessing if you’re interested in joining our test team.

Introducing ReadySuite, Part 2 – Endorsing (cont.)

Last week, we introduced the new endorsing functionality in Part 1 of our Introduction to ReadySuite. We’ve already highlighted the different endorsement areas, font settings, custom messages and spell checking. Next, we’re going to continue where we left off and go over a few more endorsement features.

Have you ever endorsed a set of images only to realize after the fact your settings don’t seem quite right? You may not have added the legend stamp in the right location or the formatting isn’t what the client is expecting. Whatever the issue might be, you’ll be able to preview your settings before you start the endorsement process.

Endorse Preview

Shown above, we’ve added “DRAFT” to the center of the image in red. Using the preview window, we’re able to see how this would be applied to the image. You can preview any page or document using the provided navigation controls. Additionally, you can zoom in or out on parts of the image.

As illustrated in the preview window, endorsements can be angled. We provide options for horizontal, vertical, clockwise and counter-clockwise orientations. Each endorsements orientation is unique to its quadrant, allowing for different variations.

Endorse Orientation

Other functionality included will allow you to apply endorsements to the first page of each document, or only even pages or odd pages. You’ll also be able to apply the endorsements to only portrait or landscape pages. These options are shown below.

Endorse Filter

In part 3 of our series, we’ll be discussing the batch redacting and cropping options. In addition, if you’re interested in joining our test team, contact Justin Blessing and provide a little background on your firm and your computer environment.