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compareDocs User Manual

1. 1 5 Cog gt File gt Save Track Changes Settings Page 8 USER MANUAL Version 4 0 o Menu option Description 1 6 Cog gt File gt Exit Closes the active instance of compareDocs 2 Cog gt Settings menu Displays application Setting window including Compare Rendering and Output Settings For a complete description of application Settings please refer to Settings window Cog gt About menu Contains application help version and licensing information refer below For a complete description of About window please refer to Cog gt About Functions gt Compare Documents Option Description 4 Original document field An editable dropdown list displaying the document name and Most recently used MRU file type extension of the Original document being compared list The name of the Original document can manually entered into this field The name of the Original document can also be copied and pasted into the Modified field and vice versa to facilitate greater efficiency This dropdown list contains a record of the 10 most recently used Original documents with the most recently used document at the top of the list Documents in this list can be selected and compared again providing that their locations Page 9 USER MANUAL Option Version 4 0 e Description have not changed since previously being compared Th
2. _ __ _ B O en Track Changes 6 Color II celor Res OGD cele Geen T ED coon een IGD Z7 Enable Track i ER arora c a a Moved _ ER Formatting CZ Z Enable Formatting CITY E insert Change Bars Cfo Color Bue T Highighting Color Highlighting oan aD Geen E a Option Description 1 Rendering Set dropdown A list of Rendering Set options available for markup of list comparison results Default Rendering Sets available are e New when selected enables a new local rendering set to be created The Track Changes fields refer point 6 become available to create the new Rendering Set e Standard Server e Standard with carets for deletes Server e Standard with bold for formatting Server and Page 29 USER MANUAL Version 4 0 e Option Description e Standard with color blue for formatting Server 2 New button The Track Changes 6 and Formatting 7 fields become available so the template can be amended to create a new local rendering set To save the new Rendering Set click on the Save As button You will be prompted to provide a new name for this rendering set which will then be included on the Rendering Set dropdown list 3 Save As button Saves new Rendering Sets with a user defined name upon creation via the New button as well as copies existing Rendering Sets and saves them with a differe
3. Ae include Change Summary Report Append to Beginning of Comparison Report 1a j D include Change Detail Report Or ken rj Page 37 USER MANUAL Version 4 0 e Settings gt Output gt Word Option Description 1 Track Changes gt Show Displays the Microsoft Word Track Changes Toolbar is opened Track Changes Toolbar option upon presentation of a Word Comparison Report when selected Change Numbers 2 Track Changes gt Show Displays the Microsoft Word Track Changes Reviewing Pane is Reviewing Pane option opened upon presentation of a Word Comparison Report when selected 3 Track Changes gt Show Track Changes Formatting 4 Word Show Track Changes Toolbar Show Reviewing Pane C Show Track Changes Formatting Balloons Track Changes gt Author When comparing Microsoft Word documents using the dropdown Consolidated report marked up with track changes each Tracked Change can include a user specified Author record 4 1 Track Changes gt Author gt When selected compareDocs will be inserted as the Author compareDocs of any change detected and marked up 4 2 Track Changes gt Author gt When selected no Author details will be displayed i e Author Blank Blank 4 3 Track Changes gt Author gt When selected the current Word User s name will be inserted Current Name User Name as the Author of any change detected and marked up Put d
4. Word Comparison Report in Print View when Word is the specified Document Output TIP Print View is most commonly used to view text graphics headers footers section page breaks and other document formatting elements as they will be positioned on the printed page 10 2 Document View gt Normal View Displays the Word Comparison Report in Normal View when Word is the specified Document Output TIP Normal View is most commonly used when typing editing and formatting text within a document 11 General gt Update Automatic Links at Open This option controls your Microsoft Word application settings with respect to Automatic Links Microsoft Word gt Tools gt Options gt General Select this option if the Word documents being compared contain links to external documents to update these links automatically prior to the comparison being performed Settings gt Output gt PDF Option Description 12 PDF Processing gt Compare By default PDF files are processed in normal order i e order of Data in Sequence creation However certain files may contain data that is not in sequence Using the Compare Data in Sequence option allows PDF files to be processed in a top down left to right order as viewed in Adobe Reader 13 PDF Annotations gt Print This option prints the contents of all Annotations when the Annotations Comparison Report is printed 14 PDF Annotation
5. changes to a word at a paragraph level For example the following change may be indicated in the Comparison Report e Original text That cat has brown fur It is angry e Modified text That cat has black fur It is angry 31 PDF Compare gt Include all Worksheets When comparing two 2 Microsoft Excel spreadsheets selecting this setting will ensure that the entire Workbook i e multiple Worksheets is automatically converted to PDF prior to being compared Conversely deselecting this option will result in only the first Worksheet being converted to PDF prior to being compared Page 27 USER MANUAL Option Description Version 4 0 e 32 PDF Compare gt Show Moves When selected this option will enable the detection and marking up of moved content or Moves when comparing documents as PDFs Page 28 USER MANUAL Version 4 0 le Settings gt Rendering gt Word NOTE compareDocs is provided with a suite of default Rendering Sets known as Server side Rendering Sets Server side Rendering Sets are accordingly marked with Server following the Rendering Set name Server side Rendering Sets cannot be removed renamed or modified but can be used as a template for new Local Rendering Sets created and stored locally on your computer compareDocs Settings Em Configure Rendering Sets for Word Comparison Manage Rendering Sets wese Sees
6. document View Comparison document will be opened in compareDocs to view and print but will not be automatically imported into NetDocuments Preview Service https preview netdocuments com neweb2 dvMode aspx xt c amp Internet Selecting Import will perform a silent comparison of the source documents and allow the Comparison Report to be imported back into netdocuments as an attachment to the modified source document Selecting View will open compareDocs and allow a comparison to be performed without importing back into netdocuments Page 74 USER MANUAL Version 4 0 e Technical information amp troubleshooting System requirements Processor Intel Core 2 Duo 2 4 Ghz or faster Operating System Microsoft Windows 7 32 bit and 64 bit Microsoft Windows 8 32 bit and 64 bit Microsoft Windows Server 2008 or 2012 Supports Citrix XenApp XenDesktop Terminal Services Memory 2GB or higher Hard Disk Approximately 3 GB of available hard disk space for installation and up to an additional 100MB of working space for files being converted depending on the size of files being converted Microsoft NET Framework 4 5 or 4 5 1 e http www microsoft com en us download details aspx id 40779 Microsoft Office Microsoft Office 2013 32 bit amp 64 bit Microsoft Office 2010 32 bit amp 64 bit u Microsoft Office 2007 Microsoft Visual C 2005 SP1 Runtime e http www micr
7. documents can be compared to each other from any number of sources with the comparison result being displayed as a Word document Word comparisons can also be displayed as a PDF PDF to Word OR Word to PDF document comparison With compareDocs PDF documents can be compared directly to Microsoft Word documents and vice versa achieved using compareDocs PDF creation capabilities When comparing documents of two 2 different types the comparison result will be displayed as a PDF When compareDocs is installed with OCR Server Desktop the resulting Comparison Report can be displayed as a Microsoft Word document with changes marked up using Microsoft Word s Track Changes or Formatting Anything to anything document comparison With compareDocs any text based document can be compared directly to another achieved using compareDocs PDF creation capabilities This means that any supported document types that can be converted to PDF using the compareDocs PDF printer can be compared with the comparison result being displayed as a PDF When compareDocs is installed with OCR Server Desktop the resulting Comparison Report can be displayed as a Microsoft Word document with changes marked up using Microsoft Word s Track Changes or Formatting Opening compareDocs compareDocs can be opened as a standalone application from Start gt Program gt DocsCorp gt compareDocs compareDocs can also be accessed via integrations with various a
8. fields is referred to as the drag and drop zone Using compareDocs from Microsoft Word Buttons Option Description E i Print Comparison Report gt i O T Print Changes Launch in Email Save Into compareDocs Comparison DMS B compareDocs Microsoft Word gt compareDocs installs a Ribbon into Microsoft Word to allow greater DocsCorp Ribbon gt efficiency through workflow automation directly from with Microsoft compareDocs ribbon Group Word Microsoft Word gt Clicking the Launch in compareDocs button will load the document DocsCorp Ribbon gt Launch currently opened into compareDocs ready for comparison to another in compareDocs button selected document Microsoft Word gt Clicking the email comparison button will open the Email Documents DocsCorp Ribbon gt email window allowing the comparison report and or copies of the original comparison button and modified documents to be attached to email Page 56 USER MANUAL Option Version 4 0 e Description Microsoft Word gt DocsCorp Ribbon gt Save Into DMS button Clicking the Save Into DMS button will allow the Comparison Reported to be saved back into the DMS NOTE This button will only perform a Save Into DMS where one or both of the documents compared were sourced from with the DMS Microsoft Word gt DocsCorp Ribbon gt Print Comparison Report to PDF button Clicking the Print Compa
9. gog ses Page 69 USER MANUAL Version 4 0 e Description WORLDOX GX A Private Files Tall Files Bi The result of integration between compareDocs and Worldox is the insertion of a right click menu option within Worldox named Compare with compareDocs In addition to this being added as a right click menu a Worldox File Menu of the same name is also inserted Selecting either of these options will display a 2 level of options When one 1 or more documents are selected from within Worldox right click gt Compare with compareDocs gt Chosen action will silently compare the documents performing the action selection from the 2 level menu namely Email Comparison Report compareDocs will silently compare the 2 documents selected from Worldox displaying the Email Documents window upon completion Load Into compareDocs the selected document s will be loaded into the compareDocs application for user driven comparison including the selection of settings to be used for the document comparison Save as New Document o compareDocs will silently compare the 2 documents selected from Worldox displaying the Worldox Profile window for direct profiling of the Comparison Report Save as New Version o compareDocs will silently compare the 2 documents selected from Worldox automatically saving the Comparison Report into Worldox as a new version of either
10. gt Color Sets the color applied to the Moved To text Note Only available with Office 2007 or higher 7 Format Enables the format of track changes to be turned on and the format of the changes to be specified NOTE These options are disabled unless a Local User defined rendering set is being used 7 1 Mark up gt Enable Select to turn on tracking of format changes Formatting 7 2 7 3 Mark up gt Insertions Sets the format to be used to mark inserted format changes 7 4 Mark up gt Deletions Sets the format to be used to mark deleted format changes 7 5 Mark up gt Moved From Sets the format to indicate where format changes have moved from 7 6 Mark up gt Moved Too Sets the format to indicate where format changes have moved to 7 7 Mark up gt Color Sets the color applied to each mark up type 7 8 Mark up gt Highlighting Sets the color to be used to highlight format fir each markup type 7 9 Mark up gt Bold Sets the mark ups to be displayed in bold Page 31 USER MANUAL Version 4 0 e Settings gt Rendering gt PDF NOTE compareDocs is provided with a suite of default Rendering Sets known as Server side Rendering Sets Server side Rendering Sets are accordingly marked with Server following the Rendering Set name Server side Rendering Sets cannot be removed renamed or modified but can be used as a template for new Local Rendering Sets created and stored locally on your c
11. insertions with strikethrough Colors e Insert Sets the color applied to insertions e Change Sets the color applied to insert side of changes e Move Sets the color applied to insert side of moves 7 Consolidated gt Deletions Markup Page 33 USER MANUAL Version 4 0 e Option Description e Caret A single marker will indicate the point from where the text was deleted Colors e Delete Sets the color applied to deletions e Change Sets the color applied to delete side of changes e Move Sets the color applied to delete side of moves 8 Processing gt Ignore Case The Ignore Case option determines whether changes in case option will be marked up as a change in the Comparison Report For example if Ignore Case is selected then the following change may be indicated in the Comparison Report e Original text That cat has brown fur e Modified text That CAT has black fur If Ignore Case is not selected then the following change may be indicated e Modified text That CAT has black fur 9 Processing gt Attach The Attach Punctuation option determines whether or not Punctuation option changes to a word are indicated by including any attached punctuation in the markup For example if Attach Punctuation is selected then the following change may be indicated in the Comparison Report e Original text That cat has brown fur e Modified text That cat has brown hair If Attach Punctuati
12. is DocID DocVersion Document name ext e g 4877954 v4 Modified document doc Page 67 USER MANUAL Version 4 0 le Using compareDocs with Worldox DMS compareDocs gt Open gt Worldox Description When integrated with Worldox DMS documents stored in the DMS can be selected directly from within compareDocs To access documents directly from Worldox select Open gt Worldox to launch the Worldox gt Open window allowing searching of Worldox DMS and selection of a document to compare When the documents being compared are sourced from DMS then the naming convention applied is DocID DocVersion Document name ext e g 4877954 v4 Modified document doc compareDocs gt Compare gt Save Into Worldox Description gt View As New Document When integrated with Worldox DMS document comparisons results can be saved directly back into the DMS directly from within compareDocs To save a Comparison Report back into Worldox DMS select the documents for comparison i e Original and Modified then select Compare gt Save Into Worldox When Save Into Worldox is selected compareDocs compares the selected documents silently i e without displaying the Comparison Report Upon successful completion of the comparison a Save Page 68 USER MANUAL Version 4 0 e Description As Options window is displayed presenting two 2 options to sav
13. saving a new document with the same label This option will allow that to occur Version Subversion Option to apply automatic version commenting on saving to DMS If option is selected the text in the Version and SubVersion comments will be used compareDocs gt Open gt eDocs DM Description When integrated with eDocs DM documents stored in the DMS can be selected directly from within compareDocs To access documents directly from eDocs DM select Open gt eDocs DM to launch the eDocs DM gt Quick Retrieve window allowing searching of eDocs DM and selection of a document to compare When the documents being compared are sourced from DMS then the naming convention applied is DocID DocVersion Document name ext e g 4877954 v4 Modified document doc Page 61 USER MANUAL Version 4 0 le compareDocs gt Compare gt Save Into eDocs Description View As New Document Email Save As Save Into eDocs DM Print vC Q When integrated with eDocs DM DMS document comparison results can be saved directly back into the DMS directly from within compareDocs To save a Comparison Report back into eDocs DM DMS select the documents for comparison i e Original and Modified then select Compare gt Save Into eDocs DM When Compare gt Save Into eDocs DM is selected compareDocs compares the selected documents silently i e without displaying th
14. the modified the original or both documents depending on the Workflow Settings selected Save as Related Document o compareDocs will silently compare the 2 documents selected from Worldox automatically saving the Comparison Report into Worldox as a related document of either the modified the original or both documents depending on the Workflow Settings selected Save to My Computer Page 70 USER MANUAL Version 4 0 le Description o compareDocs will silently compare the 2 documents selected from Worldox displaying a local Browse window to allow navigation to an appropriate location e View Comparison Report o compareDocs will silently compare the 2 documents selected from Worldox displaying the resulting Comparison Report in either Microsoft Word or Adobe Reader Worldox DM gt Compare Files function Description U H cc Test 6 2 cc Test 6 J Image Modified document amp Image Original document _ B l LEGAL 105 v1 Loan_A _ W modified il Modified Document Wl Modified Document a Another result of integration between compareDocs and Worldox is the ability to use the native Worldox Compare Files feature to load documents into compareDocs whilst using compareDocs to compare the files When one 1 or more documents are selected from within Worldox clicking on the Compare Files button or alternatively selecting Compare Files from the
15. within a Worldox DMS ONLY AVAILABLE where installed with Worldox DMS Not shown on the screen image above environment an additional Workflow Setting is enabled which dictates the silent Worldox integrated workflows There are 4 options available for selection e Let me choose gt displays the Source Versions Available window allowing you to select against which compared document the Comparison Report will be saved e Against the modified document only gt bypasses the Source Versions Available window automatically saving the Comparison Report against the modified Worldox document compared e Against the original document only gt bypasses the Source Versions Available window automatically saving the Comparison Report against the original Worldox document compared e Against both original and modified gt bypasses the Source Versions Available window automatically saving the Comparison Report against both the original and modified Worldox documents compared Page 24 USER MANUAL Version 4 0 e Comments Option Description 17 Word Compare Settings 18 Word Compare gt Character When selected comparison of two 2 Word documents is Level performed at a character level For example the following change may be indicated in the Comparison Report e Original text That cat has brown fur e Modified text Thatis cat has brewalack fur If character le
16. 13 2 Page 77 USER MANUAL Version 4 0 e Copyright 2003 2013 DocsCorp Pty Ltd All rights reserved This program is licensed to be installed on the number of workstations shown compareDocs cannot be installed simultaneously on any more workstations than that specified regardless of the location of those workstations compareDocs is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and offenders will be prosecuted to the maximum extent possible under law Page 78
17. Comparison O Option Description 1 Document selection list The Document selection list lists all documents currently available for selection to be compared including any versions of documents Document versions will be displayed in a tree like structure sitting below the original version 2 Compare To option and When one 1 document is selected i e checked from the dropdown list Document selection list with one 1 or more documents already present in the Main application window as Original or Page 20 USER MANUAL Option Version 4 0 e Description Modified documents the Compare To option becomes available When one 1 or more documents are present in any opened Main application window the Compare To dropdown list allows selection of these already loaded documents for comparison to those presented in the Document selection list 3 New Comparison option When either one 1 or two 2 documents are selected i e checked from the Document selection list the New Comparison option is available for selection Selection of this option and clicking the Next button will launch a new instance of the Main application window with the selected document s loaded in the Original and Modified document fields 4 Next button Enabled when acceptable choices have been made in the Selection window and progresses to the Main application window upon selection 5 Cancel b
18. Document and click again to make this field editable Page 18 USER MANUAL Option Version 4 0 e Description 5 OK button When clicked an email message will be generated including the specified Subject and selected attachments Once the email message is generated the Email Documents window is closed 6 Cancel button Cancels the Email creation process and closes the Email Documents window Page 19 USER MANUAL Version 4 0 le Selection window When more than two 2 documents are sent to compareDocs simultaneously i e via multi select gt right click in Windows Explorer or when multiple DMS documents or a DMS document with more than 2 versions is selected all documents are displayed in the Selection window The Selection window is a navigation mechanism for selecting which documents are sent to the Main application window either new or existing for comparison If one 1 or more Main application windows are open with documents loaded into the Original and Modified document fields loading any further documents into compareDocs will display the added documents in the Selection window E compareDocs Select documents to compare O C Test documents Test 2 docx C C Test documents Test 2 pdf CATest documents Version 1 docx LU O C Test documents Version 2 docx Compare To C Users nick dare Documents Test documents compare v New
19. Page 10 USER MANUAL Option Version 4 0 e Description 7 Swap button When clicked the Swap button reverses the order of your Original and Modified documents by swapping the Original and Modified dropdown list options 8 Modified document field Most recently used MRU list An editable dropdown list displaying the document name and file type extension of the Modified document being compared The name of the Modified document can manually entered into this field The name of the Original document can also be copied and pasted into the Modified field and vice versa to facilitate greater efficiency This dropdown list contains a record of the 10 most recently used Modified documents with the most recently used document at the top of the list Documents in this list can be selected and compared again providing that their locations have not changed since previously being compared This functionality also applies to documents sourced from a DMS NOTE Information about the name and location of email attachments cannot be retained and therefore previously compared email attachments are not displayed in the MRU list This field is also a drag and drop zone for any documents or attachments not located in your DMS including email attachments Simply click and drag a document from your File System Windows Desktop or an email attachment onto this field to populate 9 Modified document information
20. Program Files x86 DocsCorp pdfDocs compa Server Config File D DocsCorp Installers compareDocs compareDc Log Location C Users shane BUSINESSPROPHET AppData Roe Get Help Log Management User Manual Open Log Folders Log a Support Cal Zip and Save Logs Settings Notices Update View License Agreement View Legal Notices 2013 DocsCorp Group Pty Ltd Version 4 0 1 29 1 License information compareDocs requires a valid license key in order to perform document comparisons License details are entered and stored in the License window Set License button opens the license screen for review or entry of a valid license key Simply enter the Name e g name of organization and Key into the License window clicking OK when complete The license Details including Expiry date Seats and License Type are configured automatically upon entry of the Name Key and clicking OK Page 46 USER MANUAL Version 4 0 e Changing of the license key details may be disabled if your Administrator has licensed compareDocs via the registry 2 File Information Displays information about the compareDocs product including e Program File location e Configuration File location e Log File location 3 Get Help User manual provides a web link to this manual for reading online or to save locally The manual is in PDF format Log a support call provides a web link to our Supp
21. USER MANUAL Version 4 0 e e compareDocs User Manual DocsCorp Pty Ltd Level 5 66 Clarence Street Sydney NSW AUSTRALIA Ph 61 2 8270 8500 Fax 61 2 8569 0925 Web http www docscorp com Page 1 USER MANUAL Table of contents Table Of content si ca yan nita y zara A How to use this Manual A Lb w k lllkdl kk kk kk kk KAKE KA KA Product OVERVIEW w r rr7rn remnnmbmm Efficiency through integration Anything to anything document comparison Opening compareDocs ComMpareDOCcs User interface ccccsccessecssssessneeseeessseeesseesssaeessseeesaees Main application window Selection window Cog gt Settings window Cog gt About Comparison reports Change summary reports Change detail reports Changes only reports Getting started with compar e DOCS EEEE kek kk kk kk kk kk Using compareDocs from Windows Using compareDocs from Microsoft Word Using compareDocs from Microsoft Outlook Using compareDocs from pdfDocs Document management system DMS integration Using compareDocs with eDocs DM Using compareDocs with HP Worksite DMS Using compareDocs with Worldox DMS Using compareDocs with netdocuments DMS Technical information amp troubleshooting eee Page 2 Version 4 0 e 20 22 46 48 53 54 54 55 56 58 58 60 64 68 73 USER MANUAL Version 4 0 le System requirements 75 Suppor
22. Worldox right click menu will send the selected documents to compareDocs Main application window or Selection window for comparison via the native Worldox Compare Files window Once inside of compareDocs the documents can be compared Page 71 USER MANUAL Version 4 0 e Page 72 USER MANUAL Version 4 0 le Using compareDocs with netdocuments DMS netdocuments DMS gt Mark Launch function Description Click Close to close this window and select another document to be compared Launch application pdfDocs Convert marked documents to PDF format compareDocs First marked document is original second is modified formFiller Enter data into a PDF form Append Combine the documents listed above as additional versions of the last Versions marked document E Internet The result of integration between compareDocs and netdocuments is the availability of compareDocs as an option when using the Mark Launch feature upon selection of the source documents to be compared Once Mark Launch is selected selecting compareDocs from this window will offer Import and View as selectable options Page 73 USER MANUAL Version 4 0 e Description ETTI I EAEL x https preview netdocuments com neweb2 dvMode aspx xt otjmbblswj Import or View Comparison Import Comparison document will be imported into NetDocuments Preview Service and attached to the modified source
23. and Delimiter settings can be changed in PDF Rendering Settings When hovering over the black annotation icon a tool tip is displayed presenting the moved text details e g Moved stamped on and the corresponding change number e g 442 Moved text references are displayed in the Bookmarks Pane see Changed text above These bookmarks can be used to assist with change navigation and review Page 50 USER MANUAL Version 4 0 le Formatting Description 5 gt lt 107 no Bookmarks ell Statistics SE Insertions Word Consolidated report marked up with track changes Word Comparison Reports marked up with track changes are displayed in Microsoft Word with all changes represented using Rendering Sets based on Microsoft Word s Track Changes feature The Word Comparison Reports are formatted based on your Rendering Set in compareDocs Below is an extract from a Word Consolidated report marked up with track changes NOTE When a Rendering Set is selected for use by compareDocs all subsequent Word comparisons will apply that same Rendering Set to future comparisons or uses of Microsoft Word s Track Changes feature until such time as either the Rendering Set is changed from within compareDocs or the Track Changes Options are changed directly from within Microsoft Word Please refer to Microsoft Word s Track Changes Options for a complete list
24. and the source Consolidated report documents are both Word documents marked up with track The outcome of this selection is a Word document containing changes all changes marked up using Microsoft Word s native Track Changes functionality The final format depends on the Document Output choice of Word or PDF If Word this allows you to begin accepting or rejecting changes immediately upon completion of the comparison using right mouse clicks If PDF this converts the Word comparison output back to PDF to ensure the presentation of the changes cannot be edited Markup of the Word Comparison Report is based on Word Rendering Set options selected 13 2 Report Type gt Available when Word is the Document Output and the source Consolidated report documents are both Word documents Page 13 USER MANUAL Version 4 0 le Option Description marked up with The outcome of this selection is a Word document containing formatting all changes marked up using industry standard redline formatting being e Redstrikethrouch for deletions e Blue underlining for insertions The consolidated formatted Comparison Report does not allow accepting or rejecting of changes using Microsoft Word s native Track Changes functionality Markup of the Word Comparison Report is based on Word Rendering Set options selected 13 3 Report Type gt Available when PDF is the Document Output and the source Consolidated repor
25. anged From day d Blue annotations represent changed text in PDF Comparison Reports In this example a change is also underlined with vertical line delimiters at the beginning and end of the change NOTE Underlining and Delimiter settings can be changed in PDF Rendering Settings When hovering over the blue annotation icon a tool tip is displayed presenting the change details e g Changed From tht To that and the corresponding change number e g 33 Changed text references are displayed in the Bookmarks Pane see below These bookmarks can be used to assist with change navigation and review lE Bookmarks k E Statistics E Insertions EH Differences 2 6 chars Changed From x Options Adv whei fifted t Pal Page 48 USER MANUAL Formatting Version 4 0 e Description l mna Ar fr av Vari N Green annotations represent inserted text in PDF Comparison Reports In this example inserted text is also underlined with caret delimiters at the beginning and end of the change NOTE Underlining and Delimiter settings can be changed in PDF Rendering Settings When hovering over the green annotation icon a tool tip is displayed presenting the inserted text details e g Inserted and Affiliate and the corresponding change number e g 32 Inserted text references are disp
26. are turned off Right click function Option Description hner for Int_bugs pdfDocs gt Right click gt When compareDocs is installed onto a workstation with pdfDocs Compare installed a right click gt Compare option is enabled Right clicking on a compatible document type in the pdfDocs Organizer and selecting the Compare option will load that document into compareDocs ready for comparison Page 59 USER MANUAL Version 4 0 le Document management system DMS integration Using compareDocs with eDocs DM compareDocs gt Settings gt eDocs DM Description E compareDocs Settings Compare i las Configure your OpenText eDocs DM options Rendering Set Word u Attachments Rendering Set PDF Output Allow Overwrite of Attachments OCR PDF Attachment Label PDF Language Word Attachment Label DOC DoesDM version Subversion Apply Automatic Version Commenting Version Comment compareDocs comparison Subversion Comment compareDocs comparison Attachments If comparison reports are to be saved into eDocs as an attachment to an existing profile it is common to want the attachment label to be something that identifies the document type of the Page 60 USER MANUAL Version 4 0 le Description attachment Common options are PDF and DOC By default an attachment is not able to be updated by
27. ates a comparison of the Original and Modified documents and opens the Comparison Report as a new document in Microsoft Word or your PDF reader e Email Initiates a comparison of the Original and Modified documents and opens a window allowing selection of the documents to be emailed i e Comparison Result Original and or Modified Documents The Email Page 16 USER MANUAL Option Version 4 0 e Description Documents window also allows entry of an email subject which will populate the Subject field within the email e Save As Allows you to browse to a location in which to save the Comparison Report By default this location is My Computer and e Print Initiates a comparison of the Original and Modified documents Upon completion the following message is displayed requiring a choice of either print all pages or just those pages with changes The Compare button is disabled until such time as both the Original and Modified documents are populated with valid documents NOTE When integrated with a DMS an additional option is automatically configured and appears underneath the Save As option titled Save Into DMS where DMS is the name of your document management system Clicking on Save Into DMS will display your DMS Save window allowing profiling of the Comparison Report within your DMS 19 Close button Closes the active instance of compareDocs 20 Edi
28. converted and compared as Word documents by selecting the Word Document Output option from the compareDocs main application window 5 Compare PDF as Word Documents gt Comparing PDF to Word convert Word document to PDF first Only available when Enable PDF documents to be compared in Word format is selected This checkbox dictates that when comparing a PDF document to a Word document directly the Word document is first converted to PDF using pdfDocs if installed then both PDF documents are converted back to Word via OCR Server if installed and compared as native Word documents This workflow facilitates the best possible result for comparison of Word to PDF and vice versa as it ensures a common format for comparison Page 44 USER MANUAL Settings gt Language Version 4 0 le Option Description 1 Language Options Displays the compareDocs Language settings The chosen language is selected from a drop down menu The settings screen must be saved and exited for the selected language to take effect Languages available include English Default language English US u French German Korean Norwegian Page 45 USER MANUAL Version 4 0 le Cog gt About compareDocs About J compareDocs License Information Licensee Name Sa License Type Perpetual Licensed User 1 Set License File Information Program File C
29. d Modified documents When two 2 documents are compared the Change Detail Report provides a cross referenced listing of changes facilitating a more efficient review of differences between the source Word documents Change Detail Reports are available for both Word and PDF comparisons NOTE Display and insertion of Change Detail Reports are determined by selections made in Settings gt Output gt PDF or Settings gt Output gt Word Below is an extract from the Change Detail Report resulting from a Word Consolidated report marked up with track changes Copy of Original Document_Demo doc compared to Copy of Modified Document_Demo doc Done by compareDocs 11 08 2008 1 42 23 PM Main document changes Change 1 Inserted e Sirs Change 2 Inserted Change Sir Madam Change 3 Inserted Change 4 Change 4 Inserted Change 5 Changes only reports Changes Only Reports provide a document containing only those pages from the Comparison Report containing differences This report is printed to the compareDocs PDF printer with the resulting output always being a PDF For example if a comparison resulted in changes to pages 1 3 of 5 then the resultant Changes Only Report will contain 3 pages in total being pages 1 2 and 3 NOTE Change Only Reports are only available when comparing 2 Microsoft Word documents and are not available for selection in conjunction with the Change Summary and Change Detail Repor
30. d on selections made in the Include Change Summary Report dropdown list Change Reports gt Include Change Summary Report dropdown list Default setting for the positioning of a Change Summary Report with Word Comparison Reports This option determines default behavior for the Include Change Summary Report options on the Main application window Options available for selection are e Display as a Separate Report e Append to Beginning of Comparison Report and e Append to End of Comparison Report Change Reports gt Include Change Detail Report option Default setting for the inclusion of a Change Detail Report with Word Comparison Reports This option determines default behavior for the Include Change Detail Report options on the Main application window Page 39 USER MANUAL Version 4 0 le Document 2007 or higher docx Option Description Selecting this option will produce a Change Detail Report in PDF format applying positioning of the report based on selections made in the Include Change Detail Report dropdown list NOTE It is important to note that a Word Change Detail Report is produced in PDF format 8 Change Reports gt Include Default setting for the positioning of a Change Detail Report Change Detail Report with Word Comparison Reports This option determines dropdown list default behavior for the Include Change Detail Report options o
31. e Comparison Report Upon successful completion of the comparison a Save As Options window is displayed presenting up to five 5 options to save the Comparison Report as a new document a new version or sub version of an existing document a related document or an attachment to an existing document Selecting any of these options will launch the eDocs DM gt Quick Retrieve window allowing searching of eDocs DM DMS and selection of a document location Once a location has been specified the eDocs DM gt Source Versions Available window is displayed allowing profiling of the Comparison Report before saving Page 62 USER MANUAL Version 4 0 fe eDocs DM DM gt Right click function Description BA EdtD Doc Document Name Applicatior 14 11 2013 16 ListNumbhor 4 44 11 2013 14 11 2013 14 11 2013 a 14 11 2013 20 Vers Print 14 11 2013 21 Vers Publish 14 11 2013 22 Tes 14 11 2013 23 Tes Check out 14 11 2013 24 Vers Check ine 44 11 2013 25 Vers View Profile Versions amp Attachments History Where Used File Information Compatible Apps Related Secure Document ajeli Profile g Preview Delete Copy Export Mail Make Read only Remove Read only Add to Route Compare with compareDocs Attach When compareDocs is installed alongside eDocs DM DM5 or DM6 integration between the eDocs DM and compareDocs is automatically configured The r
32. e solution to become familiar with and use Further when installed with OCR Server or enabled for OCR Desktop PDF documents can be seamlessly converted into Microsoft Word documents with compareDocs automatically comparing the Word versions of the original and modified PDF documents The result of this comparison process is a working Word document with changes marked up using Microsoft Word s Track Changes or Formatting Efficiency through integration compareDocs can compare two 2 documents from multiple sources including your chosen document management system quickly and efficiently using industry standard right click menu option techniques and integrated application toolbar buttons where possible NOTE Please refer to Supported integrations for a list of external applications with which compareDocs is compatible Anything to anything document comparison compareDocs can compare any two 2 supported document types PDF to PDF document comparison Any two 2 PDF documents can be compared to each other from any number of sources with the comparison result being displayed as either a PDF or a Word document When compareDocs is installed with OCR Server Desktop the resulting Comparison Report can be displayed as a Microsoft Word document with changes marked up using Microsoft Word s Track Changes or Formatting Page 5 USER MANUAL Version 4 0 e Word to Word document comparison Any two 2 Microsoft Word
33. e the Comparison Report as a new document or a related document Selecting either of these options will launch the Worldox gt Select Profile Group window allowing selection of a document location Profile Group Once a location has been specified the Worldox gt File Save As window is displayed allowing profiling of the Comparison Report before saving When saving a Comparison Report as a new version of a document in Worldox that already has Sub versions then the Version Selector Form is displayed offering both the next available version and sub version as documents to which the Comparison Report can be saved against Worldox DM gt Compare with compareDocs gt Right click function amp Worldox File Menu Description Private Files 1 subdi Private Files lt Salvage x Delete VAGE BIN 28 Eniga PDFDocs O E Profile 10071 D0C 3 1 3 21 local doc ce TJ copy Lecaten to Gpboard baad 0078 D0C 3 1 3 28 Save Into as fo0092 PDF 3 1 3 28 Save into as Add to Favorites 0094 PDF 3 1 3 28 Save Into as Remove from Favorites fagga poc 3 1 3 28 test Save In E see Email Comparison Report CLEAN Modified docu Load Into compareDacs CLEAN_Original docun ror ut azan m Save as New Document CLEAN_Related document Spe A SW R Gar Save as Related Document Save to My Computer Demonstration document for oie at eee View C s rr Ben Li ajajaja D amp 2 2 cal m ay e 6
34. eld codes e g print F9 etc NOTE NUMPAGE and PAGE field codes are not flattened as these elements need to reflect latest information in all cases 28 Word Compare gt Enable improved Track Changes output LiveDocument When selected compareDocs will produce track changes output with changes from the classic track change output These differences are centered on list numbers cross reference field codes and tables Page 26 USER MANUAL Option Version 4 0 e Description NOTE Please refer to a separate document LiveDocument Quick Reference Guide for how to work with results created by this option 29 PDF Compare Settings 30 Fine Tuning gt High The Fine Tuning setting determines the scope of markup which is applied to PDF Comparison Reports A Fine Tuning setting of High will display changes to a word at a word level For example the following change may be indicated in the Comparison Report e Original text That cat has brown fur It is angry e Modified text That cat has black fur It is angry Fine Tuning gt Medium A Fine Tuning setting of Medium will display changes to a word at a sentence level For example the following change may be indicated in the Comparison Report e Original text That cat has brown fur It is angry e Modified text That cat has black fur It is angry Fine Tuning gt Low A Fine Tuning setting of Low will display
35. esult of this integration within eDocs DM is the insertion of a new right click menu option to Open with compareDocs When one 1 or more documents are selected from within eDocs DM right click gt Open with compareDocs will send the selected documents to compareDocs Main application window or Selection window for comparison If the selected documents have multiple versions then the Selection window will be presented requiring that the appropriate documents and versions be selected prior to loading into the Main application window When the documents being compared are sourced from DMS then the naming convention applied is DocID DocVersion Document name ext e g 4877954 v4 Modified document doc Page 63 USER MANUAL Version 4 0 e Using compareDocs with HP Worksite DMS compareDocs gt Edit gt Settings gt WorkSite Description G compareDocs Settings x Compare N E Configure your HP Worksite integration options Rendering Set Word Worksite Servers Rendering Set PDF SERVERNAME Output Server OCR Add Delete Update Servers Language Please enter your login detail for Worksite below O diia USERNAME Password T Use Trusted Login Connected Save When compareDocs is installed alongside HP Worksite integration between the WorkSite DMS and compareDocs is automatically configured In addition where multiple DMS ser
36. etermines default option behavior for the Include Change Detail Report options on the Main application window Selecting this option will produce a Change Detail Report in PDF format applying positioning of the report based on selections made in the Include Change Detail Report dropdown list 19 Change Reports gt Include Default setting for the positioning of a Change Detail Report with PDF Comparison Reports This option determines default behavior for the Include Change Detail Report options on the Main application window Options available for selection are e Display as a Separate Report e Append to Beginning of Comparison Report and Page 42 USER MANUAL Version 4 0 fe Option Description e Append to End of Comparison Report Settings gt OCR compareDocs Settings ia Configure Optical Character Recognition OCR options OCR Provider OCR documents with Server c Service Provider httpe LOCALHOST 8293 Server Version ja lt l Display OCR Languages 2 C Preserve image resolution and compression for OCR PDF documents Compare PDF as Word documents n Allow POF s to be converted to Word and then compared C4 2 Comparing PDF to Word convert Word document to POF first Option Description 1 OCR Service Provider Allows entry of the OCR Server Desktop Service Provider location This is a mandatory field if the corresponding checkbox is
37. g two 2 non Word document e g PDF if Allow PDF s to be converted to Word and then compared setting is checked under Cog gt OCR 12 Document Output gt PDF option This option specifies that the Comparison Report will be produced in PDF format When PDF is the selected Document Output the Report Types defaults to Consolidated report marked up with annotations NOTE When either of the selected documents is not a Word document Document Output defaults to PDF Page 12 USER MANUAL Version 4 0 le Option Description 13 When Document Output is Word Report Type Consolidated report marked up with track changes Include 13 2 Consolidated report marked up with formatting When Document Output is PDF Report Type Consolidated report marked up with annotations 13 3 Include 13 4 Side by side report marked up with annotations Consolidated report marked up with track changes 13 5 Rendering Set Consolidated report marked up with formatting Report Type Report Types available change dynamically based on a combination of the source document types and the selection of either Word or PDF Document Output These options reflect the Comparison Report markups available when comparing Word to Word PDF to PDF Word to PDF PDF to Word or anything to anything See below for explanations of the various combinations 13 1 Report Type gt Available when Word is the Document Output
38. ges formatting Markup of the PDF Comparison Report is based on Word Rendering Set options selected 13 6 Report Type gt Available when PDF is the Document Output and the source Consolidated report documents are both Word documents marked up with Also available when PDF is the Document Output and the formatting source documents are non Word e g PDF if Allow PDF s to be converted to Word and then compared setting is checked under Cog gt OCR The outcome of this selection is a consolidated PDF document containing all changes marked up using industry standard redline formatting being e Reg strikethreough for deletions e Blue underlining for insertions Markup of the PDF Comparison Report is based on Word Rendering Set options selected 14 Report Type gt Include This option produces a 1 page summary of statistical Summary Report option differences between the two 2 files compared This Summary includes e Path and file name of the Original and Modified documents compared e Asummary of the changes found and e Statistical information about physical differences between the Original and Modified documents Change Summary Reports are available for both Word and PDF comparisons NOTE Display and insertion of Change Summary Reports are determined by selections made in Cog gt Output Page 15 USER MANUAL Option Version 4 0 e Description 15 Report Type gt Include Deta
39. icon Modified document information icon which when hovered over with the mouse displays the following document attributes e Name e Title e Author e Date Created e Last Modified and e Size Page 11 USER MANUAL Version 4 0 e Option Description When integrated with a DMS clicking on this icon will open the Document Profile window from the DMS 10 Open Modified document When clicked this button will display an Open window button allowing you to browse and locate the Modified document from My Computer by default When integrated with a DMS clicking on this button will drop down alist of options being My Computer and the name of the DMS Clicking on the DMS name will display your DMS Open window NOTE If compareDocs is installed in a DMS integrated environment users can change the default Open From location from My Computer to DMS This default can be changed via Cog gt Compare settings Functions gt Output Settings and Actions Option Description 11 Document Output gt Word option This option specifies that the Comparison Report will be produced in Microsoft Word format When Word is the selected Document Output the Report Type defaults to Consolidated report marked up with track changes NOTE This setting is available when comparing two 2 Microsoft Word documents Also available when comparin
40. ifferently Author details will reflect the User Name of the person comparing the documents 4 4 Track Changes gt Author gt When selected Change Numbers will be used to correlate differences when comparing two 2 Word documents Change Page 38 USER MANUAL Option Version 4 0 e Description Numbers are noted within Word s Track Changes Balloons and in the Reviewing Pane when Track Changes are used to mark up differences in the Comparison Report NOTE If cross referenced Change Numbers are desired to ensure that your Comparison Report correlates with differences listed in your Change Detail Report please ensure that this option is selected 4 5 Track Changes gt Author gt Custom Text When selected this option activates the Custom Text field allowing users to define their own Author details 4 6 Track Changes gt Author gt Custom Text field When Custom Text is selected from the Author dropdown list text entered in this field will be inserted as the Author of any change detected and marked up Change Reports gt Include Change Summary Report option Default setting for the inclusion of a Change Summary Report with Word Comparison Reports This option determines default behavior for the Include Change Summary Report options on the Main application window Selecting this option will produce a Change Summary Report in Word format applying positioning of the report base
41. iginal text That cat has brown fur e Modified text That CAT has black fur If Ignore Case is not selected then the following change may be indicated e Modified text That CAT has black fur 14 Side by Side gt Attach The Attach Punctuation option determines whether or not Punctuation option changes to a word are indicated by including any attached punctuation in the markup Page 35 USER MANUAL Option Version 4 0 e Description For example if Attach Punctuation is selected then the following change may be indicated in the Comparison Report e Original text That cat has brown fur e Modified text That cat has brown hair If Attach Punctuation is not selected then the following change may be indicated e Modified text That cat has brown hair Page 36 USER MANUAL Version 4 0 le Settings gt Output Option Description 1 PDF tab Displays Output Settings for PDF comparisons 2 Word tab Displays Output Settings for Word comparisons Save fles in this format Automatic gt same as modis Decument view on open PrntView AD C5 Inclode Change Summary Report i Append to End of Comparison Report 1 T include Change Detail Report Display as a Separate Report 11 C Update Automatic Links at Open por C Compare Data in Sequence D Print Annotations K Z DI Hise Annotations C Show Unicode Differences
42. il Report option This option produces a detailed report listing differences between the Original and Modified documents When two 2 documents are compared the Change Detail Report provides a cross referenced listing of changes facilitating a more efficient review of differences between the source Word documents Change Detail Reports are available for both Word and PDF comparisons NOTE Display and insertion of Change Detail Reports are determined by selections made in Settings gt Output gt PDF or Settings gt Output gt Word 16 Report Type gt Include Changes Only report option Available only for Word as the selected Document Output The outcome of this selection is a report in PDF format but based on the Word comparison report It is limited to showing only pages with changes The Changes Only report can be saved or printed to any printer for review NOTE The Changes Only report option cannot be used in conjunction with the Summary Report and Detail Report 17 Rendering Sets dropdown list A list of Rendering Set options available for markup of the selected comparison results Rendering Sets can be managed via Cog gt Rendering gt Word or Cog gt Rendering gt PDF 18 Compare button Compare button initiates a document comparison Upon initial selection of the Compare button a dropdown list of actions is presented including e View As New Document Initi
43. ile gt Open original from Allows browsing to the location of your original document for comparison My Computer is the default option within this menu If using a document management system DMS compareDocs will recognize presence of that DMS and automatically install the appropriate menu option to allow browsing of the DMS for the original document For more information on DMS integration including integrations currently available please refer to Document management system DMS integration 1 3 Cog gt File gt Open modified from Allows browsing to the location of your modified document for comparison My Computer is the default option within this menu If using a document management system DMS compareDocs will recognize presence of that DMS and automatically install the appropriate menu option to allow browsing of the DMS for the modified document For more information on DMS integration including integrations currently available please refer to Document management system DMS integration 1 4 Cog gt File gt Restore Track Changes Default When using compareDocs with the Track Changes Report Types compareDocs will apply your selected Rendering Set to markup differences between the documents compared Selecting this option upon completion of your comparison will ensure that any changes made to your native Word Track Changes Options will be restored to their pre compareDocs state
44. ing of formatting options available Important note for Microsoft Word 2007 or above users Users of Microsoft Word 2007 or higher now have the ability to track moved text in Word Consolidated reports marked up with track changes Moved text is displayed in Word Comparison Reports based on Microsoft Word Track Changes Options as follows e Green double underlining for moved to text locations h for moved from text locations Page 51 USER MANUAL Version 4 0 e Word Consolidated report marked up with formatting Word Comparison Reports marked up with formatting are displayed in Microsoft Word with all changes represented using the following industry standard redline options e Redstrikethrouch for deletions e Blue underlining for insertions e Green double underlining for moved to text locations e 6 Green strikethrough for moved from text locations Below is an extract from a Word Consolidated report marked up with formatting otherwise specifically agreed we are authorised by the Issuer to speak to the Managers and other professional advisers advising on the proposed issue of the Securities In connection with our work pursuant to this arrangement letter we may release to the Managers and such other professional advisers any information whether confidential or not which we have obtained during the course of our work and shall not be liable for any use
45. is functionality also applies to documents sourced from a DMS NOTE Information about the name and location of email attachments cannot be retained and therefore previously compared email attachments are not displayed in the MRU list This field is also a drag and drop zone for any documents or attachments not located in your DMS including email attachments Simply click and drag a document from your File System Windows Desktop or an email attachment onto this field to populate 5 Original document information icon Original document information icon which when hovered over with the mouse displays the following document attributes e Name e Title e Author e Date Created e Last Modified and e Size When integrated with a DMS clicking on this icon will open the document profile window from the DMS 6 Open Original document button When clicked this button will display an Open window allowing you to browse and locate the Original document from My Computer by default When integrated with a DMS clicking on this button will drop down a list of options being My Computer and the name of the DMS Clicking on the DMS name will display your DMS Open window NOTE If compareDocs is installed in a DMS integrated environment users can change the default Open From location from My Computer to DMS This default can be changed via Cog gt Compare settings
46. layed in the Bookmarks Pane see below These bookmarks can be used to assist with change navigation and review lE Bookmarks BA 4 i e H x Options 7 3 ithout limitation all tion withthe Letters of resent orl Red annotations represent deleted text in PDF Comparison Reports In this example deleted text is represented with a caret delimiter in the place of the deleted text NOTE Underlining and Delimiter settings can be changed in PDF Rendering Settings When hovering over the red annotation icon a tool tip is displayed presenting the deleted text details e g Deleted a and the corresponding change number e g 110 Page 49 USER MANUAL Formatting Version 4 0 e Description Deleted text references are displayed in the Bookmarks Pane see Changed text above These bookmarks can be used to assist with change navigation and review lE Bookmarks K Statistics Insertions Deletions Deleted Bl SD 2 o i 110 E 18 1 chars Share o account Options 7 on the 4 app ical Loans r Black annotations represent moved text in PDF Comparison Reports In this example deleted text is represented with black underlining and vertical line delimiters at the beginning and end of the change NOTE Underlining
47. n the Main application window Options available for selection are e Display as a Separate Report NOTE It is important to note that a Word Change Detail Report is produced in PDF format 9 S vefiesinttisfema orate ERK ne LIN Document view on open Word Document 97 2003 doc C Include Change Summary Word Document 2007 docx Save Options gt Save files in This option determines the document file format of Word this format Comparison Reports when saved from compareDocs 9 1 Save Options gt Automatic Selecting Automatic same as modified saves the Comparison same as modified Report in the same document format as the Modified document being compared For example if the Original document being compared is a DOC file and the Modified document is a DOCX then the Comparison Report produced will be a DOCX 9 2 Save Options gt Word Selecting Word Document 97 2003 doc dictates that Document 97 2003 regardless of the file format of Word documents being doc compared the Comparison Report will be saved in DOC format 9 3 Save Options gt Word Selecting Word Document 2007 or higher docx dictates that regardless of the file format of Word documents being Page 40 USER MANUAL Option Version 4 0 e Description compared the Comparison Report will be saved in DOCX format as 2007 or higher or higher format 10 1 Document View gt Print View Displays the
48. ng used Page 57 USER MANUAL Version 4 0 le Using compareDocs from Microsoft Outlook Drag amp Drop function Option Description DLT jo Opn compareDocs gt Drag and Attachments of a compatible document type can be clicked and drop zone dragged from Microsoft Outlook emails and dropped directly onto the Original and Modified document fields in compareDocs This area consisting of the Original and Modified document fields is referred to as the drag and drop zone Using compareDocs from pdfDocs Button Option Description Compare pdfDocs gt Review ribbon gt When compareDocs is installed onto a workstation with pdfDocs Compare button installed the Compare button on the pdfDocs Review ribbon is enabled when one or more documents in the pdfDocs are selected i e checked Clicking the Compare button will load all selected documents into the compareDocs Main application window directly or into the compareDocs Selection window depending on the number of documents selected Page 58 USER MANUAL Version 4 0 le Option Description The Compare button is disabled when either compareDocs is not installed or there are no documents are selected inside the pdfDocs Organizer NOTE When comparing documents directly from within pdfDocs please ensure that Security is set to None and that Watermarks
49. nt user defined name 4 Rename button Allows renaming of a user defined Rendering Set NOTE Rename button is disabled for default Rendering Sets 5 Delete button Allows deletion of a user defined Rendering Set NOTE Delete button is disabled for default Rendering Sets 6 Track Changes Enables track changes to be turned on and the format of the changes to be specified NOTE These options are disabled unless a Local User defined rendering set is being used 6 1 Enable Track Changes Select to turn Track Changes ON This then enables the format of the change types to be selected 6 2 Markup gt Insertions Sets the format used to mark inserted text 6 3 Markup gt Color Sets the color applied to insertions 6 4 Markup gt Deletions Sets the format used to mark deleted text 6 5 Markup gt Color Sets the color applied to deleted text 6 6 Markup gt Moved From Sets the format used to mark text that has been move FROM elsewhere in the document Page 30 USER MANUAL Version 4 0 e Option Description Note Only available with Office 2007 or higher 6 7 Markup gt Color Sets the color applied to the Moved From text Note Only available with Office 2007 or higher 6 8 Markup gt Moved to Sets the format used to mark text that has been inserted moved to from elsewhere in the document Note Only available with Office 2007 or higher 6 9 Markup
50. olidated report marked up with formatting Report Type Word Comparison Reports will mark up text that has been moved from one location in the document to another as opposed to moves being marked up as deletions from the source and insertions at the destination NOTE Marking up of moves natively in Microsoft Word is dependent on the version of Word being used and the Report Type selected as described below Consolidated report marked up with formatting ALL Microsoft Word versions When selected this setting will result in moved text being marked up in the Consolidated report marked up with formatting will display moved from text as green strikethrough text and as green double underlined text at the moved to location Consolidated report marked up with track changes Microsoft Word 2007 or higher ONLY When selected and used in conjunction with Word 2007 or higher or higher the Consolidated report marked up with track changes will display moved from text as green strikethreugh text and as green double underlined text at the moved to location 27 Word Compare gt Flatten Field Codes When selected compareDocs will flatten all field codes prior to comparing content This option is used to provide a comparison report that is a snapshot at a point in time If not selected the comparison report values can change due to operations of Word that will update fi
51. omputer o compareDocs Settings la Configure Rendering Sets for PDF Comparison Manage Rendering Sets el da O Attach Punctuation Option Description 1 Rendering Set dropdown A list of Rendering Set options available for markup of list comparison results Default Rendering Sets available are Page 32 USER MANUAL Option Version 4 0 e Description e New when selected New clears all settings and allows creation of a new Rendering Set e Standard Server e Standard without underlining Server e Standard with punctuation Server e Standard with ignore case Server 2 New button When selected the New button clears all settings and allows creation of a new Rendering Set To save the new Rendering Set click on the Save As button 3 Save As button Saves new Rendering Sets with a user defined name upon creation via the New button as well as copies existing Rendering Sets and saves them with a different user defined name 4 Rename button Allows renaming of a user defined Rendering Set NOTE Rename button is disabled for default Rendering Sets 5 Delete button Allows deletion of a user defined Rendering Set NOTE Delete button is disabled for default Rendering Sets 6 Consolidated gt Insertions Markup e Highlight mark insertions with highlighting e Underline mark insertions with underlining e Strikeout mark
52. on is not selected then the following change may be indicated e Modified text That cat has brown hair 10 Side by Side gt Show Setting to decide if the Modified document in a side by side Modified on output is on the left side or the right side 11 Side by Side gt Insertions Markup e Highlight mark insertions with highlighting Page 34 USER MANUAL Version 4 0 e Option Description e Underline mark insertions with underlining e Strikeout mark insertions with strikethrough Colors e Insert Sets the color applied to insertions e Change Sets the color applied to insert side of changes e Move Sets the color applied to insert side of moves 12 Side by Side gt Deletions In a side by side output the delete side markups are shown in text not in annotation marks so more options are available for markup Markup e Highlight mark deletions with highlighting e Underline mark deletions with underlining e Strikeout mark deletions with strikethrough Colors e Insert Sets the color applied to deletions e Change Sets the color applied to delete of changes e Move Sets the color applied to delete side of moves 13 Side by Side gt Ignore Case The Ignore Case option determines whether changes in case option will be marked up as a change in the Comparison Report For example if Ignore Case is selected then the following change may be indicated in the Comparison Report e Or
53. or PDF Output Displays the compareDocs Output Settings Output Settings are available for both PDF and Word comparisons OCR Displays the compareDocs OCR Server Desktop integration Settings Page 22 USER MANUAL Version 4 0 e Option Description 6 Language Displays the compareDocs Language settings The chosen language is selected from a drop down menu 7 DMS by Name If DMS integration is detected display the compareDocs Document Management System DMS integration settings for the appropriate product See section of DMS integrations Settings gt Compare Option Description General Settings Summary Report Header Allows insertion of a user defined Summary Report Header onto the Change Summary Report 10 Save As Location When a comparison is performed and Save As is selected from the Compare dropdown button the Save As Location specified in this field will become the default location for this action 11 Open Comparison Report after Saving When a Comparison Report is saved either locally or into a document management system these options determine if and how the Comparison Report is displayed upon completion of the save These options are e Prompt Me to Open the Saved Comparison Report asks you whether you would like to view the saved Comparison Report e Always Open Comparison Report after Saving opens the saved Comparison Repor
54. ort page on DocsCorp website Your Support call can be logged here 4 Log Management Open log folders will open the location in Windows Explorer of the compareDocs log folder s Zip and save logs will allow you to create a single file as ZIP format of all the logs for troubleshooting A save dialog will be presented so you can save to any folder locally or on the network 5 Settings Update button will confirm latest license details are loaded and will look for newer versions of the MSI that have been placed in your Installer location for compareDocs See Release notes guide for information on upgrades 6 Notices View License Agreement opens a PDF with the End User License agreement for compareDocs View Legal Notices opens a PDF with compareDocs Copyright and Acknowledgment notices 7 Version information The version of the software is shown in the bottom left of this Page 47 USER MANUAL Comparison reports Version 4 0 e PDF Comparison Reports marked up with annotations PDF Comparison Reports marked up with annotations are displayed in Adobe Reader with annotations inserted to signify changes and display details about those changes The format of the annotations is controlled by the Rendering Sets for PDF The examples below show the Standard Rendering set Formatting Description 1 let Worth of Borrowers rs has a final o le lination 33 4 chars Ch
55. osoft com en us download details aspx id 5638 Adobe Reader 9 1 or higher e http get adobe com reader Page 75 USER MANUAL Supported document types Version 4 0 e Extension Document type DOC Microsoft Word document DOCX Microsoft Word 2007 or higher XML document DOCM Microsoft Word 2007 or higher XML macro enabled document DO Microsoft Word document template ZD OX Microsoft Word 2007 or higher document template MSG Microsoft Outlook email message PDF Portable Document Format document PPT Microsoft PowerPoint presentation PPTX Microsoft PowerPoint 2007 or higher presentation PPTM Microsoft PowerPoint 2007 or higher macro enabled presentation RIF Rich Text Format document TXT Text file document XLS Microsoft Excel workbook XLSX Microsoft Excel 2007 or higher XML workbook XLSM Microsoft Excel 2007 or higher XML macro enabled workbook XLSB Microsoft Excel 2007 or higher binary workbook NOTE Microsoft Office 2007 or higher required Page 76 USER MANUAL Supported integrations Version 4 0 e System Supported version s Microsoft Office incorporating Microsoft Outlook 2007 or higher Document Management System integrations Document management systems eDocs DM Open Text DM 5 3 5 3 1 HP Worksite Worksite 8 5 9 0 Worldox GX3 netdocuments 2012 R1 2012 R2 amp
56. pplications and document management systems Access to compareDocs from within external applications adopts industry standard right click menu options application ribbon and drag and drop functionality This design approach enables the most efficient means of integration available in a way that is completely familiar to users For further information on integration between compareDocs and other applications please refer to the chapters on e Getting started with compareDocs and e Document management system DMS integration NOTE Please refer to Supported integrations for a list of external applications with which compareDocs is compatible Page 6 USER MANUAL Version 4 0 le compareDocs User interface Main application window fe compareDocs Original Open O Loo O amp D Modifie open OO Document Output worst O por i2 Report Type Consolidated report marked up with track changes 33 Include D 7 Summary Report i5 0 Detail Report 16 C Changes Only Rendering Set i 17 Menu options Menu option Description Cog gt File menu Contains application controls refer below Page 7 USER MANUAL Menu option Version 4 0 e Description 1 1 Cog gt File gt New comparison Opens a new Main window to allow for multiple comparisons to be performed independently of one another 1 2 Cog gt F
57. ration between compareDocs and HP Worksite may be problematic compareDocs gt Open gt HP Worksite Description When integrated with HP Worksite DMS documents stored in the DMS can be selected directly from within compareDocs To access documents directly from HP Worksite select Open gt Interwoven WorkSite to launch the WorkSite gt Open window allowing searching of HP Worksite DMS and selection of a document to compare When the documents being compared are sourced from DMS then the naming convention applied is DocID DocVersion Document name ext e g 4877954 v4 Modified document doc Page 65 USER MANUAL Version 4 0 le compareDocs gt Compare gt Save Into HP Worksite Description p View As New Document When integrated with HP Worksite DMS document comparison results can be saved directly back into the DMS directly from within compareDocs To save a Comparison Report back into HP Worksite DMS select the documents for comparison i e Original and Modified then select Compare gt Save Into Interwoven WorkSite When Save Into Interwoven WorkSite is selected compareDocs compares the selected documents silently i e without displaying the Comparison Report Upon successful completion of the comparison a Save As Options window is displayed presenting three 3 options to save the Comparison Report as a new document a new version of an existing document or a
58. related document Selecting any of these options will launch the WorkSite gt Open window allowing searching of HP Worksite DMS and selection of a document location Once a location has been specified the WorkSite gt Save As window is displayed allowing profiling of the Comparison Report before saving Page 66 USER MANUAL Version 4 0 fe HP Worksite DM gt Right click function Description Open Ctrl 0 Send Nrl Url gt Check Out Check in Export Re file Move Copy gt Delete Unlock Remove From Folder Add to Folder Add to My Favorites Declare as Record UnDeclare as Record Document Info Restore Shortcut to Archived Document Properties Send to pdfDocs compareDocs The result of integration between compareDocs and WorkSite is the insertion of a new right click menu option within WorkSite being right click Integration gt Send To compareDocs When one 1 or more documents are selected from within WorkSite right click gt Send to compareDocs will send the selected documents to compareDocs Main application window or Selection window for comparison If the selected documents have multiple versions then the Selection window will be presented requiring that the appropriate documents and versions be selected prior to loading into the Main application window When the documents being compared are sourced from DMS then the naming convention applied
59. rison Report to PDF button will print the entire Comparison Report including markup to the compareDocs PDF printer Microsoft Word gt DocsCorp Ribbon gt Print Pages with Changes to PDF button Clicking the Print Pages with Changes to PDF button in the Microsoft Word toolbar will print only those pages in the Comparison Report with changes including markup to the compareDocs PDF printer la Drop down options gt Opens compareDocs Opens compareDocs This button opens the application It does not attempt to load any documents gt Prepare for Accept Changes This button ensures that a track changes comparison report can be completely reverted to the modified document if Accept All Revisions is selected in Word More specifically it undoes the markup of any list number insertions gt Restore Track Change default Restores the track change configuration in Word that was set before compareDocs had been executed Due to render set choices made by a user compareDocs will change the track changes settings in Word to produce the desired report This button restores those settings to their original state before compareDocs was run To be used in conjunction with save track changes gt Save Track Changes Marks the current track change configuration as the original configuration Use this setting if you want compareDocs to restore Words track change configuration to be current configuration bei
60. s gt Hide This option hides Annotations used to display details of changes Annotations within a PDF Comparison Report when hovered over Page 41 USER MANUAL Version 4 0 le Change Detail Report dropdown list Option Description NOTE This option has been implemented to work around a known JavaScript issue with Adobe Reader 8 0 If you are running this version of Adobe Reader please select this option 15 Unicode Characters gt Show When comparing PDF documents certain characters may Unicode Differences appear to be the same visually but actually contain different Unicode characters Selecting this option will display the Unicode difference within the comments and annotation of the PDF change 16 Change Reports gt Include Default setting for the inclusion of a Change Summary Report Change Summary Report with PDF Comparison Reports option NOTE This option is mandatory for PDF comparisons and accordingly cannot be deselected 17 Change Reports gt Include Default setting for the positioning of a Change Summary Report Change Summary Report with PDF Comparison Reports dropdown list NOTE This option is mandatory for PDF comparisons and will always append the Change Summary Report to the beginning of the PDF Comparison Report 18 Change Reports gt Include Default setting for the inclusion of a Change Detail Report with Change Detail Report PDF Comparison Reports This option d
61. selected Once the new OCR address has been entered press the Refresh OCR button to enable and save the new configuration This process is also run automatically by compareDocs every 24 hours NOTE Please ensure that OCR Server Desktop is installed before activating this setting If OCR Server Desktop is not Page 43 USER MANUAL Option Version 4 0 e Description installed then compareDocs will not be able to complete the conversion or comparison 2 OCR Provider gt Display OCR Languages When selected during comparison of documents that require OCR the user will be presented with a list of languages being applied to the OCR process and the ability to add more 3 OCR Provider gt Preserve image resolution and compression When selected this option will ensure that the documents being sent to OCR Server are returned using the same resolution and compression rates This option also enables the selection of text orientation 4 Compare PDF as Word Documents gt Allow PDF s to be converted to Word and then compared Enables PDF documents to be automatically converted and compared as Word documents using OCR Server Desktop Once converted from PDF to Word the documents are silently returned from OCR Server Desktop and seamlessly compared as Word documents using either Track Changes or Formatting to mark up differences Once this setting is enabled PDF documents can be
62. subsequently made of that information Page 52 USER MANUAL Version 4 0 le Change summary reports Change Summary Reports are 1 page summaries of statistical differences between the two 2 files compared as well as listing all settings and options applied on comparison Change Summary Reports are available for both Word and PDF comparisons NOTE Display and insertion of Change Summary Reports are determined by selections made in Settings gt Output gt PDF or Settings gt Output gt Word Below is an example of a Change Summary Report for Word as produced by compareDocs upon completion of a comparison pdfDocs compareDocs Comparison Results 19 12 2013 11 02 30 AM 0 17 seconds v4 0 1 27 Original Document C Users nick dare Documents Test documents Set1 dacx Modified Document C Users nick dare Documents Test documents Set2 docx Deletions es Open Comparison Report after Saving Report Type Character Level Include Headers Footers Include Footnotes Endnotes Include List Numbers Include Tables Include Field Codes Include Moves Show Track Changes Toolbar Show Reviewing Pane Update Automatic Links at Open Summary Report Include Change Detail Report Document View Remove Personal Information Flatten Field Codes Page 53 USER MANUAL Version 4 0 e Change detail reports Change Detail Reports provide a detailed listing of differences between the Original an
63. t Opens the Rendering Set window in Settings for the currently selected Rendering set Page 17 USER MANUAL Version 4 0 le Email Documents window Email Documents Option Description 1 Subject field The default value for this field is the name of the Modified document and this value will be used to populate the Subject field in an email message This default value can be changed by the user and the new value will be used instead of the Modified document name 2 Select Attachments gt Select this checkbox if you would like to attach the Comparison Comparison Result Result to the email being composed checkbox NOTE If you require the name of the Comparison Result to be something other than the default simply click on the Comparison Result and click again to make this field editable 3 Select Attachments gt Select this checkbox if you would like to attach the Original Original Document Document to the email being composed checkbox NOTE If you require the name of the Original Document to be something other than the default simply click on the Original Document and click again to make this field editable 4 Select Attachments gt Select this checkbox if you would like to attach the Modified Modified Document Document to the email being composed checkbox NOTE If you require the name of the Modified Document to be something other than the default simply click on the Modified
64. t documents are either Word documents PDF documents or any marked up with other compatible document type Documents other than PDF annotations are first converted to PDF before comparison The outcome of this selection is a consolidated PDF document containing all changes marked up using PDF annotations Markup of the PDF Comparison Report is based on PDF Rendering Set options selected 13 4 Report Type gt Side by Available when PDF is the Document Output and the source side report marked up documents are either Word documents PDF documents or any with annotations other compatible document type Documents other than PDF are first converted to PDF before comparison The outcome of this selection is a side by side PDF document containing all changes marked up using PDF annotations Markup of the PDF Comparison Report is based on PDF Rendering Set options selected 13 5 Report Type gt Available when PDF is the Document Output and the source Consolidated report marked up with track changes documents are both Word documents Also available when PDF is the Document Output and the source documents are non Word e g PDF if Allow PDF s to be converted to Word and then compared setting is checked under Cog gt OCR Page 14 USER MANUAL Version 4 0 e Option Description The outcome of this selection is a PDF document containing all changes marked up using Microsoft Word s native Track Chan
65. t without prompting and e Never Open Comparison Report after Saving saves the Comparison Report without displaying the saved report 12 Display a copy of the PDF Comparison Report saved into Worksite ONLY AVAILABLE where installed with HP Worksite This option is only available when HP Worksite DMS is detected See also other DMS specific options under the Worksite tab in Settings Page 23 USER MANUAL Version 4 0 e Option Description 13 Open From Location A dropdown menu allowing selection of a default Open From Location This selection will determine whether the Open button on the main application window will open from My Computer a DMS Document Management System or maintain default behavior with the selection of None 14 Auto select last 2 versions When a document is loaded from the DMS into compareDocs if this option is set the latest 2 versions of that document will ONE AVAILABLE Where automatically be loaded into the Original and Modified installed with HP Worksite document fields qnd eDocs DMS 15 Close application after A checkbox allowing for compareDocs to be automatically comparing closed at the completion of each comparison As compareDocs is often started from a DMS or right clicks on Windows Explorer this allows for the application to be closed without having to do it yourself 16 Save comparison into DMS When compareDocs is installed
66. ted document types 76 Supported integrations 77 Document Management System integrations 77 Page 3 USER MANUAL Version 4 0 le How to use this manual The compareDocs User Manual includes the following sections e Product overview Provides an introduction to the compareDocs user interface e Getting started Provides information on the user interface and using compareDocs e Integrations Provides information on using compareDocs with system integration to Document management systems and e Technical information System and supplementary software requirements for compareDocs workstations Page 4 USER MANUAL Version 4 0 e Product overview compareDocs is a document comparison solution and a member of the DocsCorp suite of products compareDocs utilizes the latest document comparison technology compareDocs not only offers integration with Microsoft Word Microsoft Outlook and the most widely used document management systems but also adds a whole new dimension to the DocsCorp suite of products When installed with pdfDocs documents located in the pdfDocs Organizer can be compared at the click of a button Further compareDocs takes advantage of Microsoft Word s native Track Changes functionality to enable instant and efficient review of the comparison result in a format familiar to you compareDocs allows you to accept and reject changes within the comparison result making it an extremely intuitiv
67. ts Page 54 USER MANUAL Version 4 0 e Getting started with compareDocs Using compareDocs from Windows Right click function Option Description Edit New Print SkyDrive Pro Open with Share with Copy Create shortcut Delete Properties compareDocs Compressed zipped folder Desktop create shortcut Documents Fax recipient Mail recipient Floppy Disk Drive A Local Disk C Windows Desktop File System gt Right click gt Send to gt compareDocs Right clicking a compatible document on the Windows Desktop or from the File System e g Windows Explorer and selecting the Send to gt compareDocs option will load that document into compareDocs ready for comparison to another selected document Right clicking on multiple documents e g CTRL Mouse click on multiple documents and selecting the compareDocs option will load all selected documents into the compareDocs Main application window directly or into the compareDocs Selection window depending on the number of documents selected Page 55 USER MANUAL Version 4 0 le Drag amp Drop function Option Description compareDocs gt Drag and Compatible document types can be clicked and dragged from the drop zone Widows Desktop or File System and dropped directly onto the Original and Modified document fields in compareDocs This area consisting of the Original and Modified document
68. utton Closes the active instance of the Selection window and displays the Main application window Page 21 Version 4 0 e USER MANUAL Cog gt Settings window Settings compareDocs Settings x A ias General Compare optiors Rendering Set Word Rendering Set POF CBP ne EEE i hewente patDocs compareDocs Comparison Resuts CQ oa Save As Location E RE Browse d After Save Always Open Comparison Report after Saving aD Z Display a copy of the POF Comparison Report saved into WorkSite Open From Location None T C ese application after comparing IB EZ Auto select last two versions when selecting from OMS fA Word Compare Settings 1 C Character Level Z He ders Footers rabe 22 C Comments 23 field Codes 3 Text Boxes d3 Z7 Flatten Field Codes 9 C Enable improved Track Changes output Livebocument 28 a amp 8 8 f i POF Fine Tuning Level High include ali Worksheets SJ Z Show Moves 2 Option Description 1 Compare Displays the compareDocs Compare Settings which dictate comparison behavior default settings and workflow as opposed to markup behavior Compare Settings are available for both PDF and Word comparisons Rendering Set Word Displays the compareDocs Rendering Settings for Word Rendering Set PDF Displays the compareDocs Rendering Settings f
69. vel is not selected then the modified text will be marked up at a word level and may be indicated as follows e Modified text FhatThis cat has brewablack fur 19 Word Compare gt When selected Word documents containing changes to Header Headers Footers and Footer content will be marked up in the Comparison Report 20 Word Compare gt When selected Word documents containing changes to Footnotes Endnotes Footnote and Endnote content will be marked up in the Comparison Report 21 Word Compare gt List When selected Word documents containing changes to List Numbers Numbers will be marked up in the Comparison Report 22 Word Compare gt Tables When selected Word documents containing changes to Table content will be marked up in the Comparison Report 23 Word Compare gt Field When selected Word documents containing changes to Field Codes Codes will be marked up in the Comparison Report 24 Word Compare gt Text When selected Word documents containing changes to Text Boxes Box content will be marked up in the Comparison Report 25 Word Compare gt When selected Word documents containing comments and changes to Comments will be marked up in the Comparison Report Comments are depicted in the report as part of the document text but highlightedlin yellow Page 25 USER MANUAL Option Version 4 0 e Description 26 Word Compare gt Show Moves When selected and used in conjunction with the Cons
70. vers exist compareDocs can store connection and authentication details for the various DMS servers In order to establish an authenticated connection between compareDocs and the HP Worksite DMS Login Settings can be stored in compareDocs under Edit gt Settings gt WorkSite If more than one 1 WorkSite DMS server exists the Add button can be selected to allow entry of other DMS server details on a one by one basis Alternatively to retrieve details of all registered WorkSite servers simply click on Update Servers Upon clicking Update Servers compareDocs will obtain and store all registered WorkSite server details Page 64 USER MANUAL Version 4 0 le Description NOTE Please note that passwords will be required to be entered manually as these details are not retrieved from WorkSite Upon completion of entering the relevant details simply click on the Save button to commit these details to compareDocs Once an authenticated connection exists between compareDocs and the HP Worksite DMS future connections will not require a user name and password for logging into WorkSite from within compareDocs TIP If using Trusted Login method to access the HP Worksite DMS please ensure that the Use Trusted Login setting is selected Conversely if Trusted Login method is not used to access the HP Worksite DMS please ensure that this setting is not selected If conflicting Login method settings are present integ

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