Esquire Innovations White Papers
Our white papers are authoritative reports outlining a Microsoft Office or Esquire Innovations product, process, function or feature. Our white papers cover Microsoft Office metadata management, document production, and document comparison.
iCreate®: Implementing document production standards – By Ian Kujawa
When deciding on a firm-wide solution for templates and formatting tools, there are many important questions to be asked in the process. Law firms often face these same questions every three to five years, as they upgrade Microsoft Office versions. As it so happens, the most recent Microsoft Office platform intensifies these questions and concerns, as it relates to a new document file format and related technology.
The Load behavior of COM Add-ins, Normal.Dotm and Global Templates in Microsoft Word 2010 - By Randall Farrar
The load behavior of Microsoft Word 20101 refers to the way extended applications, or Add-ins, are loaded on startup. Add-ins contain automation that allow developers to build in features that are not part of the out-of-the-box installation of Word. These Add-ins can be in the form of COM Add-ins, adding to the existing Normal.dotm, or Global Templates. It is important for support staff and developers to understand the load behavior of Add-ins. Knowing when the startup code in the application loads can often help determine the best development approach to use.
New Metadata in Office 2007 - By Randall Farrar
Microsoft in its ever increasing effort to make the end user experience easier when using Office has presented users with a different paradigm for the user interface. Along with this change in the user interface is a complete change in the Microsoft Office document format. Prior to Microsoft Office 2007 the file format was binary, which made it difficult to access internal metadata. Now in
Microsoft Office 2007 the file format is XML. In other words, the new file format can be accessed without using the intrinsic Microsoft Office application, such as Word. This ease of file access means that document metadata can easily be viewed and changed…
10 Proven Tips to Minimize Document Metadata in Microsoft Word – Here are 10 Proven Tips to help Minimize Document Metadata in Microsoft Word.
Microsoft Word is the most powerful document production application on the market today. With this much power, firms must take responsibility to understand and manage document metadata risks and potential “adverse disclosure.” Word documents contain information other than the actual content that is intended for the reviewer to view and edit.
Managing your Metadata – By Judye Carter Reynolds
New amendments to the Federal Rules of Civil Procedure (‘FRCP’) identify electronically stored information, tangible and intangible, as discoverable (relevant, non-privileged) information. To ensure compliance, firms are required to adopt policies regarding the preservation, retention, and destruction of all digital data including their metadata. Litigators are pressed todevelop some expertise on the types and locations of document, application and system metadata with the expectation that all metadata may have evidentiary value. The demands are on the IT professionals to deliver a copy or description of all relevant electronic media, their location, and category without delay and be able to substantiate the firm?s retention policies.
Microsoft Office Document Inspector – Metadata Management for Microsoft Office 2007 – In this white paper Randall Farrar compares two approaches to metadata management and explains how the Microsoft Office 2007 Document Inspector is significantly lacking as an enterprise-metadata management tool.
How Firms Can Protect Themselves against Unintentional Disclosure and Misuse of Metadata – The steady growth of electronic document exchange has intensified awareness that Microsoft Office files include metadata beyond their printable content. Unintentional disclosure can be awkward or even raise malpractice concerns.
MS Office Metadata – Microsoft Bookmarks – Microsoft Word has a powerful feature called Bookmarks. A Microsoft Word Bookmark tags a position or selection of text that you name for future reference in a document. Bookmark metadata is the actual reference in the document and its reference name.
MS Office Metadata – Document Variables – A document variable is stored as part of a document or template. Document variables store information about the document and can only be accessed using Visual Basic or viewed using a metadata viewer.
Managing Metadata – Metadata has been used for years to identify, classify and manage documents in the legal environment. But even as electronic document exchange increases exponentially, and with it, awareness that most documents and files include hidden data, firmwide understanding about metadata management as a real security concern still lags.
New Article by Randall Farrar – “Microsoft’s New Office 2007 File Format is more than an Upgrade” – First published by LJN – LegalTech Newsletter April 2009
New Case Study – Taylor Porter & Brooks LLP – Published in Computer Technology Review
Getting the Most Out of Technologies you Already Own – Document Collaboration – Learn how to use Word’s native tool for Document collaboration. Drafting a document between multiple reviewers can get complicated and frustrating when the available tools aren?t used properly or not at all. The most common tools for document collaboration in Microsoft Word are Track Changes and Comments. These features are often used incompletely, or the proper use of them is misunderstood.
10 Tips to Increase Your Productivity with Microsoft Word’s AutoText – This white paper tells you how to use Autotext in Microsoft Word. AutoText “entries” are ready-made (boilerplate) frequently used text (or graphics) that is available for use in any document. By using Microsoft Word’s AutoText, your productivity will go through the roof, because you are able to produce the same amount of work product with less keystrokes and less hassle.
10 Proven Tips for Working around the Shortcomings of Word’s Track Changes – This white paper explains the difference between merging, comparing, and blacklining, the importance of locking documents for more accurate comparisons, how to customize the appearance of Track Changes, and much more, ten proven tips in all. In short, it contains everything you need to know but perhaps never knew to ask.
10 Tips to Demystifying the Most Powerful Feature in Microsoft Word – Styles! – Microsoft Word Styles are powerful and can help you create better documents. Documents built using styles are more stable and more easily edited than documents formatted without them. Styles also provide a faster means to format documents with a consistent look and feel. Microsoft Word Styles should be an integral part of a firm?s work product. It is also important to provide templates and training to users to leverage the power of styles
Demystifying Document Assembly - The phrase document assembly can refer to the automated process of creating a simple letter from a letter template to a more complex series of interview questions that assemble a multi-page document, complete with content that is ready to deliver.