Economize tempo e agilize processos de documentos com notas de margem

Legal professional are now collaborating digitally (and remotely!) just as if they were together in person in a conference room. However, each Firm and team operate a bit differently than one another, all desiring to keep what currently works for their team – and apply it digitally – rather than having technology dictate how they should collaborate.

When it comes to document collaboration, the aforementioned conference room analogy becomes more difficult: the days of lawyers huddled over a stack of documents in a closing room, a deal room, or a team meeting seem long gone, but displaying a document on a big screen monitor in a conference room (or via a video call) is still commonplace.

E, dado o clima global atual, a maioria dos advogados, firmas, equipes e organizações estão vendo as reuniões presenciais permanecerem fora de questão - tornando a colaboração digital ainda mais central na vida cotidiana.

Existem três métodos típicos de como as equipes colaboram digitalmente hoje.

1. Sequential check outs. In some organizations, a draft document is created where multiple people edit it by checking it out sequentially. Once everyone has reviewed, a meeting will be called to finalize.
2. Real-time collaboration. Some teams prefer to use real-time collaboration where the document is open in a browser where all teammates log on, edit, and comment away, often colliding over specific clauses until a final version starts to appear. Many teams accomplish real-time collaboration by opening documents in WordOnline from their document management system (DMS), or they upload documents to a shared drive (e.g. Google, NetDocuments workspace, OneDrive, Dropbox Paper, Box, etc.) and send a notice to the team to edit/review.
3. Email with a ‘version control’ point of contact. Another collaboration method, and the one we will discuss at length, is version control. Users will send an email to a group, request feedback or revisions, and one person is responsible to harvest and synthesize feedback into a coherent end product.

O terceiro método foi amplamente adotado para permitir a discussão de um documento enquanto protege o conteúdo principal de alterações não aprovadas. Embora esse método possibilite que as conversas digitais se concentrem em um documento, ele é excelente na criação de tópicos de e-mail longos, complicados e muitas vezes confusos que devem ser lidos meticulosamente lado a lado com o documento para realmente compreender o propósito de O diálogo.

This disorganized feedback often introduces room for confusion, ambiguity, and inefficiency in addition to increased room for error and misinterpretation of feedback. In essence, this is the difference between talking about a document versus discussing pieces of a document in context, which is akin to talking through a document.

Eliminando confusão e minimizando o espaço para erros com notas de margem

At NetDocuments, we’re fans of creating simple solutions to the everyday user’s challenges. Working with knowledge workers from various industries, we are proud to release Margin Notes, a new way to save time by streamlining your document processes.

O Margin Notes vai além da capacidade de visualizar um documento e permite que as percepções do documento estejam disponíveis à primeira vista. Ele simplifica a revisão de documentos, tornando mais fácil visualizar, anotar e marcar documentos rapidamente, sem a necessidade de baixar os arquivos para sua área de trabalho. E, com o Margin Notes, você pode usar o Margin Notes para fazer anotações em arquivos com seus colegas em tempo real e aproveitar as descobertas para navegar rapidamente por pessoas, lugares, empresas e muito mais.

With margin notes, multiple users can have discussions about a document, suggest and resolve comments, reply to each other’s comments all in context of the document. And this is what it means to truly talk through a document. It’s when the entire team can see what the comments, opinions, suggestions, and discussions refer to visually within the document, instead of indirectly via vague references. It reduces confusion or miscommunication, allowing teams to truly visualize the conversations they were previously having in email geographically within the document.

Graças às notas de margem, as equipes agora podem trabalhar digitalmente, da mesma forma que fariam em uma sala discutindo um documento, marcando o conteúdo, discutindo seções e frases específicas como se estivessem todas trabalhando em uma folha de papel. A conversa e as edições não precisam acontecer em sucessão, mas agora podem acontecer simultaneamente, em tempo real, sem afetar o texto subjacente. As notas de margem atuam como uma sobreposição nos documentos e não alteram o texto ou as propriedades do documento, permitindo às equipes que trabalham dessa forma uma única fonte de verdade com menos espaço para erros, erros de interpretação ou confusão.

The push to alleviate the stresses and bottlenecks that are caused by digital and remote collaboration are what drive us at NetDocuments to come up with technological solutions that are not only easy to use and effective but that can be assimilated into our customers’ day to day lives. Margin Notes are a great example of what can happen when we listen to our customers and understand their pain points. With remote working and asynchronous collaboration becoming the norm, creating innovative ways for teams to collaborate on the fly, in context with little risk for misinterpretation or confusion will have to take center stage.  

To learn more about Margin Notes, included with the NetDocuments Plano solution, schedule a demo today.