Ahorre tiempo y agilice los procesos de documentos con notas de margen

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.

Y, dado el clima global actual, la mayoría de los abogados, firmas, equipos y organizaciones están viendo que las reuniones en persona permanecen fuera de discusión, lo que hace que la colaboración digital sea aún más central para la vida cotidiana.

Hay tres métodos típicos de cómo los equipos colaboran digitalmente en la actualidad.

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.

El tercer método se adoptó en gran medida para permitir la discusión de un documento y al mismo tiempo proteger el contenido principal de cambios no aprobados. Si bien este método hace posible que las conversaciones digitales se centren en un documento, es excelente para crear hilos de correo electrónico largos, intrincados y, a menudo, confusos que deben leerse meticulosamente junto con el documento para comprender realmente el propósito de El 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 la confusión y minimizando el margen de error con las notas de margen

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.

Margin Notes va más allá de la capacidad de obtener una vista previa de un documento y permite que la información del documento esté disponible a primera vista. Simplifica la revisión de documentos al facilitar la vista previa, anotar y marcar documentos rápidamente sin necesidad de descargar los archivos a su escritorio. Y, con Margin Notes, puede utilizar Margin Notes para anotar archivos con sus colegas en tiempo real y aprovechar los hallazgos para navegar rápidamente a través de personas, lugares, empresas y más.

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.

Gracias a Margin Notes, los equipos ahora pueden trabajar digitalmente, tal como lo harían si estuvieran sentados en una sala discutiendo un documento, marcando el contenido, discutiendo secciones y oraciones específicas como si todos estuvieran trabajando en una hoja de papel. La conversación y las ediciones no tienen que suceder en sucesión, pero ahora pueden ocurrir simultáneamente, en tiempo real, sin afectar el texto subyacente. Las notas de margen actúan como una superposición en los documentos y no cambian el texto o las propiedades del documento, lo que permite a los equipos que trabajan de esta manera una única fuente de verdad con menos margen de error, mala interpretación o confusión.

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 Planear solution, schedule a demo today.