6 Types of Metadata and Their Uses – Spiceworks News and Insights
Metadata is data about data: i.e., its properties, history, origin, versions, and other information about a data asset.
Metadata refers to data about data, which essentially encapsulates the different properties, history, origin, versions, and other information about a data asset in highly structured fields – used primarily for tracking, classification, and analysis. This article explains the metadata types and their uses with examples.
Metadata is data about data, which essentially encapsulates the different properties, history, origin, versions, and other information about a data asset in highly structured fields – used primarily for tracking, classification, and analysis.
Metadata is roughly defined as data that offers information on some other content but not the data’s substance, such as the picture itself or the text message’s content. It helps users understand the meaning of the data and is essential in ensuring compliance with regulations and data governance initiatives.
Metadata provides information such as the origin of the data, its meaning, its location, its ownership, and its creation. For instance, the metadata within a digital image may consist of information such as its size, resolution, time of creation, and color depth. It is helpful in the classification, organization, labeling, sorting, and searching of data.
A metadata repository is a database that stores and manages metadata. One should provide content to a database to ensure that it is used as intended and appropriately identified—for example, a database of a collection of digital images.
The following are the functions of metadata:
However, metadata does pose a few challenges. Organizations could report little return on investment and thus prefer to stick to traditional methods, such as spreadsheets, instead of a proper database management system (DBMS). Further, it is scattered in hard-to-use forms such as databases and Excel sheets in large organizations. Metadata stored in this form is hard to track; sometimes, it’s not even updated.
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Metadata management software helps to evaluate, curate, capture, and store metadata. Ideally, organizations should automate data management to facilitate data tracking and accountability. The following are a few examples of this type of software:
The following are the benefits of centralizing metadata by using specialized software:
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Metadata can be of various types, depending on its functionality and source. The six key types of metadata to note, include the following:
Structural metadata provides valuable information that helps to establish the relationship between objects. This enables users to understand and make use of the data resource effectively. Structural metadata also provides information on the hierarchical structures between different data resources. This may include a table of contents, page, section, and chapter numbering.
Its principal purpose is to enhance the display and navigation of collected data, which is facilitated by a page-turning program specifying the order of page graphics. It is influenced by how photographs are given to the user and saved in the repository.
Descriptive metadata provides helpful information for discovering and identifying a data resource. It describes a resource’s what, when, where, and who. It consists of information about the content and context of the data. It is organized and often adheres to one or more recognized standard schemes, like Dublin Core or MARC. It may also define the resource’s physical characteristics, such as its medium type and dimensions.
It helps users search and retrieve information at the system level. At the Web level, it enables users to discover resources, for instance, through hyperlinking documents.
Preservation metadata refers to the information related to the preservation management of collections and information resources. It involves documentation of the process of preserving physical and digital versions of resources and encompasses all the necessary information to manage and protect digital assets over time.
In digital repositories, preservation metadata may deal with rights management and consist of information on rights holders that authorize such actions. It draws from other structures, such as structural and administrative metadata. It is mainly associated with the analysis and actions performed on a resource after it is submitted to a repository.
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Administrative metadata provides information that is useful in managing resources. It provides information related to governance, access controls, and security. It includes technical data on copyright information, rights management, and license agreements. It may consist of technical data on the creation and quality control of works, rights management, access control, user requirements, and preserving action information.
It is governed by project-specific procedures based on the project’s local requirements and may contain contract agreements and payment information. It includes both preservation and technical knowledge. One can use the archiving policy of administrative metadata for the internal management of resources.
Provenance metadata provides helpful information on the origins of a data resource. It includes information on the ownership, any transformation that the data may have undergone, the usage of the data, and the archival of the data resource. This information helps track the lifecycle of a resource.
Provenance metadata is generated whenever a new version of a data set is created and indicates the relationship between different versions of data objects. This allows users to query the relationship between versions and includes either or both fine- or coarse-grained provenance data on data resources.
Definitional metadata refers to the metadata that provides a common vocabulary that facilitates a shared understanding of the meaning of the data. The meaning of the data includes information on the definitions of the data, rules that govern the data’s context, and calculations. It may also include information on the logic used when creating derived data to understand its meaning entirely.
Definitional metadata is categorized into semantic and schematic. You can describe structured, and unstructured data sets semantically with a textual description or vocabulary. A database schema can present structured data sets.
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One may use various forms of metadata in various ways. Here are the top applications of metadata in an organization:
Metadata in a database management system (DBMS) consists of a column name and a row number that is attached to the piece of data. The SQL standard offers a standardized method for accessing the metadata referred to as the schema; however, not all databases implement this method. Metadata makes it easy to organize, interpret, and request data.
Metadata can be a directory in the database that allows users to easily sort and filter data by type and establish relationships between different data sets. A DBMS catalog is associated with data collection and contains information that defines database articles.
Websites are embedded with metadata that significantly affects their ranking and success. When building a webpage, it’s important to include metadata details such as a meta title and a meta description. A meta title briefly describes the page’s topic to give readers a preview of what to expect.
A meta description gives further information about the page’s contents, though it is brief. A meta tag only appears on a page’s code and helps search engines categorize the page. Search engines read this metadata to determine keywords and use it to categorize the website.
Metadata in social media allows users more control over how they want their content shared on platforms such as Facebook or Twitter. When users optimize their content, they get more interactions from their posts than from posts without optimization.
For instance, when users publish links on Facebook, it extracts metadata such as the title of the post, a brief description of the post and featured image, the URL of the post, and the name of the website. Users can leverage Open Graph on Facebook and Twitter Cards on Twitter to optimize and determine how their posts are displayed.
Markup languages allow users to identify individual elements of a document, such as a paragraph or a header. They include a standard generalized markup language (SGML) or extensible markup language (XML). SGML allowed the sharing of documents that were readable by machines. XML consists of standardized rules for attaching information to text to make it readable by machines.
It works by wrapping chunks of text such as words, sentences, or paragraphs in tags that describe what’s between them. Markup content allows users to search for keywords across many different documents.
Retail and online shopping websites often use metadata to track consumer habits and movements. They collect any data they are legally allowed to, such as their consumer’s device type, locations, purchases, clicks, and times they access the sites.
Using this information, they create a picture of their consumer’s preferences, associations, and habits and use it for marketing their products to them. This information can also segment consumers and send them targeted ads. Similarly, governments can use metadata from web pages and emails to monitor Web activity. This information can be used in mass surveillance.
Classification involves arranging information logically to find it when it’s needed. Putting this information into classes or categories is known as taxonomy, and the data associated with the items is metadata. Users can embed this information into the content or in an external content management system.
Understanding metadata is vital in creating an effective content management system (CMS). Within taxonomies, controlled vocabularies can promote an understanding of the intended purpose. Metadata tags can help with resource discovery and improve resource organization. Properly classified information makes it easy for users to analyze and interact with the data.
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Now that we have looked at the critical uses of metadata, here are a few examples to illustrate its application further.
Document metadata provides additional information on a document for additional context. This information is useful in classification, search, and retrieval. Metadata includes details such as the author of the document, size, and title.
Tags enable users to classify and categorize documents quickly. Information tags provide additional notes on a document, while security tags allow restricted access. Metadata on the version of the document enables users to track changes and view information on the date it was created and last modified.
Reliable content management systems and document management systems support document links. These links may establish relationships between one or more documents.
Social metadata refers to data added to a piece of content by others besides the content creator, such as tags, ratings, and comments.
Facebook meta tags on Open Graph consist of information like the title of a post, a brief description of the post and the featured image, the URL of the post, and the name of the website. Twitter meta tags on Twitter Cards consist of information such as a title, a brief description of the post, an image thumbnail, and Twitter account attribution. These tags are embedded in HTML code.
HTML code is embedded into a website to provide additional essential information to the website. A meta tag is used to provide this additional information. Meta tags are placed inside the header of the document. They can have information such as the title and author of the website.
Metatags can be used to specify important keywords related to the document. Keywords are useful to search engines while indexing webpages for search purposes. One can also use metatags can also be used to provide a short description of the document. Similarly, they can be used to provide information on when the document was updated last.
Relational databases are used to store and provide access to metadata in a structure known as a data dictionary. The data dictionary holds metadata information about tables, columns, data types, constraints, table relationships, views, and indexes.
The columns hold the attributes of the data, while the rows represent a record with a unique ID known as a key. Each record consists of a corresponding attribute value, which makes it easy to establish relationships among data points. Foreign keys allow for data searches and manipulation between databases.
The message headers of emails sent or received consist of metadata fields that are not visible in the mail client. Emails consist of metadata such as the date and time when the email was received – examples of this include the email addresses of the sender, the receiver, their names, the title, and the email’s subject.
They may also contain information on the full content of the document, including and excluding the HTML formatting. Additionally, it may include metadata on the original document, inclusive of the type of content, file size, and download URL. A list of all documents attached to the email, along with the URLs to retrieve them, may also be included, and this metadata plays a vital role in email security.
Geospatial metadata describes geographic objects such as maps and data sets. It often describes the who, when, where, what, why, and how of geographic information system (GIS) files.
Examples of geospatial metadata include details such as the creation date of the data, the author’s contact information, map projection and coordinate system, scales used on the data, any errors on the data, and a key containing explanations of various symbols and attributes that are used. It may also include a database schema for usage in a data system, data reproductions, and license information.
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Metadata forms the foundation of several advanced data-driven functionalities, from data meshes and fabrics to data lakes and warehouses. As more and more information is generated by users and machines worldwide, metadata helps keep track of these assets and assigns each data set a unique identity. Organizations can leverage this technology to improve operations in personalized services, data-driven security, and more.
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Law Practice Management Software by Practice Area – Above The Law's Legal Tech Non-Event – Above the Law
Legal practice management software is the backbone of your firm. So we’re helping you ensure it’s well adapted to your areas of focus. Building on our previous Practice Management Buyer’s Guide, we’re pleased to offer this primer on how the latest software can help you succeed in a variety of practice areas — and how easy an upgrade can be.
For a comprehensive overview of Practice Management solutions,
Check out our Practice Management Buyer’s Guide here »
Full practice management solution with built-in legal accounting. No QuickBooks required.
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There has been lots and lots of movement within the legal technology space of late. And law practice management software providers are the ones doing most of the moving — whether they are acquiring or being acquired.
But every single one of those moves is seismic for a not insignificant number of attorneys who are users of the affected software programs.
So, in this episode of the Non-Eventcast, we brought in a fabulous foursome of guests, who helped us cut through all the noise.
What does law practice management software do?
Law practice management software forms the backbone for the full scope of a firm’s business operations — all the way from client intake to invoicing and future business development. It organizes varied data related to clients and matters into comprehensive files, saving enormous amounts of time and allowing lawyers to focus on high-level legal work instead of administrative tasks.
How can case management software support my practice area?
From family law to trusts and estates, different practice areas have different emphases. Do you need to track net-worth metrics for a division-of-assets dispute? Manage the sprawling case information related to a general litigation matter? Streamline the intake process critical to a personal injury practice? Today’s practice management software can be adapted to your practice area, dramatically increasing the benefits it provides.
What are the biggest challenges in upgrading your case management platform?
Migrating your data to a new system — be it on-premises or in the cloud — will inevitably create challenges for any law firm. However, today’s software providers are experts at this process. They will work with you to create a path that requires the smallest amount of effort. In the end, most firms will find that the effort has been well worth it, as new software provides transformational business benefits. As an added bonus, this process will help you clean out data and systems that are no longer needed at your firm.
What are the biggest misconceptions about practice management tech?
These are myriad. Some small firm managers wrongly believe they don’t need a robust practice management platform and that their legacy systems will keep them in business. Others see the costs as too high, or the task of onboarding too onerous. While concerns like these aren’t frivolous, the reality is that practice management software is now table stakes for law firms looking to remain competitive. And the longer you continue to work in your current system, the more difficult an upgrade may become.
There’s a term for when attorneys use Latin and other arcane languages to describe legal processes to consumers: “legalese.”
But there’s no similar term for when vendors use technical and other arcane languages to describe their legal software operations to lawyers.
True, this dynamic may seem unfair. But now we have The Legal Tech-to-English Dictionary to help us cope.
Read on for a crash course in practice management terms.
Law Practice Management Software
1. A database for managing law firm clients that organizes primary case information under matter files.
2. A platform for systematizing client data collected from integrated systems via software integrations.
3. Client files organized by email subfolders … in 2002.
Lawyer 1: I just bought a new law practice management software, and I’m spending so much less time looking for everything because it’s all in one place now!
Lawyer 2: Yeah, you should see this Excel file I put together. It’s badass.
Lawyer 1: Just … stop.
Cf. Organization porn.
Relational Database
1. A software that recognizes relationships between segments of data.
2. A system based on the relational model of data, created by Edgar F. Codd.
Cf. Law practice management software
Cf. The Oracle of (Kevin) Bacon.
Client Portal
1. A software system feature that allows law firms to share certain data with clients via an in-system, encrypted holding container, which clients can access using a unique password or PIN (personal identification number).
2. The means by which unwieldy assignments can seamlessly enter your workflow.
Lawyer 1: The good news is that my clients can send me stuff via our portal. That’s also the bad news.
Lawyer 2: Ba-dum-cha.
Lawyer 1: Thanks. I’m here till Thursday. Try the veal.
Cf. Online document drives, most of which are de facto customer portals, also allow users to share information with others in a secure format. Google Drive, Microsoft OneDrive, Dropbox, et al. offer such features. These can also be connected to law practice management software via integrations.
Cf. Like how in action movies, there’s always a portal with all these aliens coming in to invade the planet. Honestly, I don’t know which portal is worse: that one, or the one that drops a 90-page contract in your lap for review.
Integration
1. Connecting two softwares via an API (application programming interface) that allows each software system to share data with the other.
2. Connecting two softwares via an intermediary program (like Zapier) so that the two programs can share data without the need of an API.
3. A primary reason modern practice management software can be life-changing, particularly for those currently using a combination of dictation machines, hard-copy markups, and the Logo turtle.
Cf. Linking a law practice management software to a productivity software (email, calendar) allows users to sync emails, events and tasks with client files within the law practice management software, cementing that program as a holistic solution for law firm data management. Linking an accounting program to a law practice management software allows users to push expense and invoice data into the accounting program.
Business Intelligence
1. A method for collecting and aggregating data into a digestible format that allows software users to make data-driven business decisions.
2. Reports generated from software systems focused on specific business metrics, including key performance indicators.
3. You know, pretty much everything your law school neglected to tell you about. But, hey: You still know what the Rule Against Perpetuities is!
Lawyer 1: How’s your P&L statement looking for the last quarter?
Lawyer 2: Uh. Um. Res Ipsa Loquitur.
Lawyer 1: Say what?
Cf. NOT the Edsel.
Jared Correia is the host of the Non-Eventcast.
Jared Correia is the host of the Non-Eventcast.
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3 reasons organizations should empower service teams with automation – VentureBeat
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With labor shortages, supply chain issues, inflationary pressure, and customers’ increasing expectation for seamless service testing every company’s limits, organizations are looking for ways to help their workforce do more with less. This pressure is especially acute for customer service teams already prone to burnout and high turnover.
By deploying automation technology, organizations can empower service agents to do their jobs more efficiently, lower workplace stress, and advance their careers. And since customer service teams are often the face of the brand, happier agents translate to more satisfied customers, which also leads to better business performance.
At its heart, service automation is about making people’s lives easier. The technology is made up of a suite of tools that enable intelligent machines to take over time-consuming, repetitive tasks that humans used to do.
Here are three key benefits organizations see when they successfully leverage automation in service environments:
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Automation streamlines repetitive, menial tasks, helping agents become more efficient and productive and, ultimately, better serve customers. There are plenty of ways businesses can pinpoint tasks across an entire organization that is ripe for automation. Here are a handful of automation-based tools that can help save time, increase efficiency and improve the overall work experience for service professionals:
When tasks that took minutes or hours now take seconds, the time savings add up quickly in a high-volume contact center. With automation, service is also more consistent, with less room for human error or cases falling through the cracks, especially with many new employees.
No one enjoys spending time on repetitive tasks, digging for information across multiple systems, or dealing with frustrated customers who’s waited too long for a response. It’s no surprise that customer service teams grapple with low job satisfaction and high turnover, driving up costs for companies and a poorer customer experience.
According to Salesforce’s State of Service report, 67% of service decision-makers say that retaining employees is a challenge in the current market. But, when organizations invest in technologies like automation that empower agents to do their best work, more agents have begun to consider long-term career opportunities within the service sector. In fact, 85% of agents see a clear path for career growth — up from 67% in 2020 and 59% in 2018.
When automation is done right, it removes items from “to do” lists rather than adding steps to existing processes. These tools can reduce tedium, stress, and burnout among agents by cutting down on manual tasks, taking over simple queries and breaking down complex customer issues with guided steps and recommendations.
With the service team growing more efficient, customers are less likely to wait an extended period for resolutions and take their dissatisfaction out on agents. Service professionals can focus on tasks that require a human touch, like connecting with customers in personalized ways that drive long-term brand loyalty.
In the same survey, nearly 70% of service leaders identified a lack of access to career development opportunities among their departments’ top challenges. The absence of avenues for career growth contributes to low morale and high turnover among agents and prevents departments from achieving a higher level of service.
Automation can free up time for agents to continually enhance their skills and advance their careers. Time freed up thanks to automation can be allocated to perfecting essential skills such as active listening and empathy or learning new skills such as identifying a sales lead and technologies such as no-code and low-code tools. These tools empower agents with a new technical skill set they can use to remove inefficiencies and better serve customers. Innovative learning platforms can even recommend bite-sized learning content customized to an agent’s skill level and incorporated into their work.
Continuous on-the-job learning makes agents more fulfilled and less likely to quit. It also sets them up to improve customer experience and deliver on the promise of turning the service team into a value center.
To take advantage of the benefits of automation, start small. Identify a few high-value areas that are ripe for improvement, such as those around simple, high-volume customer requests. Or begin by automating a single step in a more complex process. Learn from this experience and then adopt best practices to build on your success across the organization. Try to deploy these automation tools in close coordination with the IT department to speed up implementation and ensure readiness for future expansion. The most important thing, though, is to get started — there’s no time to waste in today’s business environment.
Nga Phan is SVP of service cloud product strategy at Salesforce
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Document Management System Market to Grow at 12.50% CAGR During 2022-2027 | Industry Size, Share, Trends and F – openPR
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How to quickly rearrange pages in Microsoft Word – TechRepublic
How to quickly rearrange pages in Microsoft Word
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Moving entire pages takes a bit of effort because Microsoft Word doesn’t recognize them. It’s a bit awkward unless you know these three techniques for rearranging pages in Word.
Rearranging content in a Microsoft Word document is easy most of the time. You can quickly select sentences, paragraphs, graphics and so on and then cut and paste or move the selection up or down using Shift + Alt + Up/Down. These are only a few of the many ways Word helps you move content.
The one element Word doesn’t support autonomously is the page. There’s no quick-click selection for selecting and moving a page. In this tutorial, I’ll show you three easy ways to rearrange Word pages.
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I’m using Microsoft 365 on a Windows 10 64-bit system, but you can use earlier versions. Word for the web supports these methods. The Navigation Pane is available in Word 365 through Word 2007. The Clipboard history is available in Word 365 through Word 2013. For your convenience, you can download the demonstration .docs and .doc files. Only the first method will work in the older .doc format.
It’s easy to jump right to Windows’ classic cut and paste feature when moving data, but doing so can be a bit awkward when moving pages. Because cut and paste is a standard, let’s use it to move a page in Word:
Figure A
If you’re only moving one or two pages, cut and paste is adequate. If you have a lot of rearranging to do, consider using Word’s Navigation pane
If you change your mind or make a mistake, press Ctrl + Z to undo the move.
Word’s Navigation Pane displays your document by Headings and Pages. For the former to work, you must use World’s built-in heading styles.
To open Word’s Navigation Pane, click the View tab and check Navigation Pane in the Show menu. Then, click Pages.
Figure B
As you can see in Figure B, Word displays a thumbnail for each page in the document. If the page you want to move begins with a built-in heading style, this is the quickest way to move an entire page. To demonstrate, do the following:
Figure C
If you’re working with the demonstration Word document, you can see that the red page is now at the end of the document. The first page is green with the Themes heading. If the page you want to move doesn’t have a built-in heading at the beginning of the page, you can still use the Navigation Pane:
Now, the page will show up in the Headings section in the Navigation Pane. After moving the page, remove the temporary heading style.
There’s one small catch to using the Navigation pane: The first heading shows in the Navigation Pane. If there’s a higher-level heading elsewhere on the same page, the move begins with that higher-level heading, not the first heading on the page. This is something to watch out for because there’s no way for you to know that the heading in the Navigation Pane isn’t the highest-level heading on the page.
Sometimes you might want to move multiple pages. For instance, you might want to swap the position of two or move pages. You could do that with cut and paste or the Navigation Pane, but there’s an easier way.
At this point, you’ve learned two easy ways to move one page at a time in a Word document. Now let’s focus on a method that lets you move multiple pages quickly — the extended Clipboard, also known as the Clipboard history. To use this feature to swap two pages or several pages, do the following:
Figure D
Repeat the steps above to move as many pages as you like. Using the Clipboard history, you can move many pages at the same time. To learn more about the Clipboard history, read How to get more out of your Clipboards in Microsoft Office.
Your version of Word might limit you to the first method. However, if you have a recent version, the Clipboard history is probably the quickest method and eliminates the problem of moving a section of a page when the heading at the beginning of the page isn’t the highest-level heading on the page.
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How to quickly rearrange pages in Microsoft Word
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This System update policy from TechRepublic Premium provides guidelines for the timely update of operating systems and other software used by the company. It also offers guidance for devices not connected to a network. The processes outlined in this policy will guide the IT and/or security staff through the update process, ensuring that proper backups …
This policy will help your organization safeguard its hardware, software and data from exposure to persons (internal or external) who could intentionally or inadvertently harm your business and/or damage physical assets. From the policy: PHYSICAL SECURITY GUIDELINES AND REQUIREMENTS The following guidelines should be followed in designing and enforcing access to IT assets. Server room/IT …
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HR document management is simplified when DynaFile teams up with Workday integration gurus TopBloc – PR Web
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DynaFile is the industry-leading electronic employee filing system tailored for HR.
GREENWOOD VILLAGE, Colo. (PRWEB) November 01, 2022
DynaFile, the industry-leading electronic employee filing system, and TopBloc, a leading Workday Services Partner, have partnered to develop a new Workday integration that enables customers using both Workday and DynaFile to save meaningful time while managing their HR-related documentation. With this new electronic filing solution, documents in Workday can be automatically filed in your DynaFile cloud, where they can be instantly found, provided to auditors, and easily managed long-term.
The Workday document integration uses your HCM data in DynaFile to complement your workflow. After documents are filed, you’ll have seamless role-based access, retention schedules for older records, the ability to create approval workflows, and much more.
To learn more about enhancing your Workday document management experience, please contact sales@dynafile.com or call 888-510-3453.
About DynaFile
For over 20 years, DynaFile has been the industry-leading electronic filing solution for HR. Developed with simplicity in mind, DynaFile was created in 2000 to help companies manage their HR employee files more efficiently. The scan-to-cloud document management software provides a simple and effective solution to sync with your HCM and HRIS and streamline processes through scanning automation, online file storage, cloud collaboration, automated onboarding integrations, custom reporting, and a compliance toolkit. https://www.dynafile.com
About TopBloc
TopBloc is a leading Workday Services Partner that specializes in helping customers improve and sustain their businesses with Workday. Providing full spectrum Workday services, TopBloc leverages proprietary technology to deliver fast and efficient Workday deployment services and flexible post-production support that optimizes existing Workday solutions. To learn more about how TopBloc makes Workday work for you, contact team@topbloc.com. https://topbloc.com
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Merck, Synergis & IPS Present on Engineering Document Management for Simplified Compliance & Validation – Business Wire
Leaders from Merck, Synergis Software, and IPS-Integrated Project Services present Merck’s implementation of Synergis Adept to achieve validation for cGMP requirements
Engineering Document Management for Simplified Compliance & System Validation (Graphic: Business Wire)
Engineering Document Management for Simplified Compliance & System Validation (Graphic: Business Wire)
QUAKERTOWN, Pa.–(BUSINESS WIRE)–Synergis Software, a global leader in engineering document management and workflow solutions, today announced they will participate in a collaborative, live panel with leaders from Merck, known as MSD outside of the United States and Canada, and IPS-Integrated Project Services, LLC (hereinafter IPS), a recognized leader in Engineering, Procurement, Construction Management and Validation (EPCMV), to present one of the many ways MSD is leveraging the Synergis Adept platform to simplify compliance and validation across their global facilities.
Attendees will learn how engineering document management delivers centralized access and control of GxP documents and CAD drawings in a secure, collaborative environment to improve quality processes and simplify compliance and system validation for FDA 21-CFR Part 11 and EMA Volume 4, Annex 11.
Register now for this live 50-minute webinar, hosted by Pharmaceutical-Technology.com, taking place on Wednesday, November 9, 2022, at 8:00am ET and 2:00pm ET. You can get access to the replay here.
The three panelists include:
The presentation will address the top document management concerns that life sciences organizations face in a regulated industry with a focus on MSD’s specific background, challenges, and approach.
Mr. Kastle will also share MSD’s best practices and lessons learned for implementation and user adoption. Mr. Lamond and Mr. Niziolek will share their companies’ roles in supporting MSD’s document management implementation and validation.
Key Learning Objectives:
“In their pursuit of simplified compliance with FDA 21-CFR Part 11 and improved data integrity, traceability, an audit trail, and record retention, MSD turned to Synergis Adept,” says Scott Lamond, vice president of marketing at Synergis Software. “Adept provides a centralized platform for document access, workflow, and control that aligns engineering, maintenance, operations, and construction teams. It empowers life sciences companies to drive standards and reduce the risk of safety and compliance issues.”
Together, Synergis and IPS bring life sciences and biotech companies the best possible solution for engineering document management software coupled with expertise and resources to ensure compliance and validation.
“IPS has developed a deep understanding of the Adept platform and the Synergis implementation process,” says John Niziolek, associate director computer systems validation and data Integrity at IPS. “Our partnership provides every client with a compliant, consistent implementation experience and ensures they benefit from industry leading technology that addresses their regulatory compliance concerns.”
Synergis Adept is used by many of the top life sciences/biotech companies, including Johnson & Johnson, Thermo Fisher Scientific, Bayer, Agilent, Astellas, bioMérieux, Elanco, and many others.
About Synergis Software
Synergis Software, a division of Synergis Technologies, LLC, is a global leader in document management and workflow solutions and is the creator of Synergis Adept software. The Adept suite serves more than 130,000 users across dozens of industries including energy and utilities, life sciences, manufacturing, engineering and construction, and mining. Synergis’ flagship product, Adept, provides fast, centralized access to design and business documents in a secure, collaborative environment. Adept Integrator makes it easy to connect enterprise applications so data and business processes flow seamlessly across the entire IT infrastructure.
Synergis Software was named the customer service leader in the global engineering information management market by analyst firm Frost & Sullivan and ranks in the Top 5 globally by Helpdesk International. Adept has over 30 top placements on software review site, G2, including fastest implementation, highest user adoption, and best support. Founded in 1985, Synergis is privately owned and headquartered in Bucks County, PA.
About Merck
At Merck, known as MSD outside of the United States and Canada, we are unified around our purpose: We use the power of leading-edge science to save and improve lives around the world. For more than 130 years, we have brought hope to humanity through the development of important medicines and vaccines. We aspire to be the premier research-intensive biopharmaceutical company in the world – and today, we are at the forefront of research to deliver innovative health solutions that advance the prevention and treatment of diseases in people and animals. We foster a diverse and inclusive global workforce and operate responsibly every day to enable a safe, sustainable, and healthy future for all people and communities. For more information, visit www.merck.com and connect with us on Twitter, Facebook, Instagram, YouTube and LinkedIn.
About IPS
IPS is a global leader in developing innovative business solutions for the biotechnology and pharmaceutical industries. Through operational expertise and industry-leading knowledge, skill, and passion, IPS provides consulting, architecture, engineering, construction management, and compliance services that allow clients to create and manufacture life-impacting products around the world. Headquartered in Blue Bell, PA-USA, IPS has over 3,000 professionals in 46 offices across 17 countries in the Americas, Europe, Asia Pacific, Southeast Asia, Australia, and the Middle East. For further information, please visit www.ipsdb.com.
Scott Lamond
Vice President of Marketing
scott.lamond@synergis.com
215-302-3006
Leaders from Merck, Synergis Software, and IPS to present Merck’s implementation of Synergis Adept to achieve validation for cGMP requirements.
Scott Lamond
Vice President of Marketing
scott.lamond@synergis.com
215-302-3006
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Engineering Document Management for Simplified Compliance & Validation with Merck, IPS-Integrated Project Services, and Synergis Software – Pharmaceutical Technology Magazine
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© 2022 MJH Life Sciences and Pharmaceutical Technology. All rights reserved.
© 2022 MJH Life Sciences™ and Pharmaceutical Technology. All rights reserved.
Webcast
Session 1: Wednesday, November 9, 2022 at 8am EST |1pm GMT | 2pm CET Session 2: Wednesday, November 9, 2022 at 2pm EST |1pm CST | 11am PST Join Merck, IPS, and Synergis Software on November 9th to learn how Merck is leveraging the Synergis Adept engineering document management platform to address these issues while driving standards and best practices.
Register free: https://www.pharmtech.com/pt/document
Event Overview:
Life Sciences companies require centralized access and control of GxP documents and CAD drawings to improve quality processes and simplify compliance and system validation for FDA 21-CFR Part 11 and EMA Volume 4, Annex 11.
Join Merck, IPS, and Synergis Software on November 9th to learn how Merck is leveraging the Synergis Adept platform to address these issues while driving standards and best practices.
Key Learning Objectives:
You will gain insights to align your teams on a centralized source of truth, simplify document access, automate workflow, provide an extensive audit trail, and maintain regulatory compliance.
Discover how engineering document management and system validation services can help you:
Who Should Attend:
Any organization in a regulated industry, including:
Alternative markets –
Energy and Utilities
Roles/Titles
Speakers:
Ray Kastle
Associate Director, Supply Chain, Associate Director, Maintenance Excellence
Merck
Ray Kastle joined the US Navy shortly after high school and became a nuclear reactor operator on nuclear submarines. After eight years Ray transitioned to civilian life with an honorable discharge. Ray then worked for a commercial nuclear power plant for the next 10 years, starting as an instrument technician, and subsequently becoming a maintenance supervisor, senior supervisor, composite crew supervisor, test engineer, and work group coordinator. Transitioning to the pharmaceutical industry, Ray held positions as instrument engineer, senior supervisor, business engineer, reliability engineer, senior engineer, and currently acts as the supply chain associate director in manufacturing IT. Ray has extensive experience with various maintenance and engineering computer systems, and currently act as a liaison between the business and IT for global applications.
John Niziolek
Associate Director of Computer Systems Validation, Data Integrity & Medical Gases
IPS-Integrated Project Services
Mr. Niziolek is an innovative and creative professional with 20+ years of management and working experience in commissioning, qualification, and validation of pharmaceutical, laboratory, clinical, and research and development facilities. His experience includes strategic and practical application of regulatory principles for computerized systems, data integrity, infrastructure, cloud computing, equipment, production controls, and automation platforms for clients. John leads the IPS CSV & DI practice as well as the Medical Gases practice.
Scott Lamond
VP, Marketing
Synergis Software
A Partner and member of the executive team, Scott Lamond brings more than 30 years of marketing, sales, and channel experience to Synergis Software. Scott was instrumental in the creation of Synergis Software in 2001, and his passion and focus is on strategies to position Adept software as the global leader in engineering document management for the energy, process, life sciences, and mining industries. Lamond has been immersed in CAD, PDM, PLM, and ECM markets since 1991 and has helped hundreds of companies transform their work processes from a state of chaos to one of clarity and automation. Customers include Dow Chemical, Eversource Energy, Nucor, General Mills, Merck, Mosaic, and the US Coast Guard. He holds a degree in business management and marketing from Canisius College, and currently resides in the suburbs of Philadelphia, Pennsylvania. Beyond his Synergis mission, Scott Lamond is a practitioner and teacher of Ashtanga Yoga and is passionate about helping others improve their quality of life through wellness initiatives.
Register free: https://www.pharmtech.com/pt/document
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AI, blockchain technology to push the wealth management software market to new heights … eventually. – Financial Planning
As the wealth management business increasingly becomes a technology business, the wealthtech market is poised for substantial growth and expansion behind the momentum of cutting-edge tech.
But we’ll have to wait a few more years to see it hit its peak.
A report from Grand View Research predicts that the global wealth management software market will reach $12.07 billion by 2030, growing at a compound annual rate of 13.9% over the next eight years.
The California-based research firm’s 159-page analysis expects the market growth to be driven by an “increasing demand for wealth management software from financial advisors to effectively understand the needs of their clients and streamline the financial management of their clients accordingly.”
Researchers say the widening scope of wealth management software to cover everything from accounting and investment management to estate planning and retirement planning bodes well for the future. At the same time, rapid advances combined with greater adoption of the latest technologies for wealth management are expected to intensify the competition between traditional and non-traditional firms.
“The growing number of small and medium enterprises across the globe, and subsequently, the growing preference of these enterprises for modern solutions based on the latest technologies, such as blockchain and AI, are expected to create new growth opportunities for the (small and medium enterprises) segment,” said a statement from Grand View Research. “Financial advisors are widely adopting financial advice and management solutions to increase productivity, improve workflow efficiency and strengthen client relationships by helping clients in attaining their financial and investment goals.”
According to the study, the trading and exchange firms end-use segment is expected to witness the fastest growth over the forecast period as individuals are aggressively opting for forex and equity trading to augment their financial gains.
The growing adoption of wealth management solutions by trading and exchange firms to optimize efficiency and reduce operating expenses is also considered a positive for the segment.
When discussing the rise in wealth managers turning to AI-backed applications to offer personalized solutions to their clients, researchers say businesses are particularly adopting predictive analytics tools based on AI and machine learning to analyze the large volumes of data related to investments and forecast future trends.
“The increasing number of high net work individuals across the globe is expected to play a niche role in driving product adoption over the forecast period. HNWIs require various services, including investment management services, tax advice, billing services and portfolio management services, among others,” according to the Grand View study.
Researchers also say reducing the manual processes remains a priority, and surprisingly, the outbreak of the COVID-19 pandemic is seen as a boon for new growth opportunities.
“Several businesses and individuals are approaching wealth management service providers to seek investment advice and plan their investments appropriately in the wake of the outbreak of the pandemic,” said a statement from Grand View Research. “As such, market players are responding to the changing requirements of their clients and diversifying their solutions and services to manage the accounting, estate planning, investment planning and retirement planning of their clients.”
The robo-advisory segment is expected to witness the fastest compound annual rate over the forecast period due to the growing adoption of the robo-advisory platform to automate portfolio creation based on the income, risk parameters and other facets of a client’s investment mandate, according to the study.
Several businesses across the globe are also focusing on deploying cloud-based solutions to ensure easy access to data and deliver personalized services to their clients.
Scroll down to get caught up on other recent fintech news you might have missed in our Wealthtech Weekly recap.
The free, two-day digital event features 10 sessions and 30 speakers tackling the burning questions about digital assets that matter most to financial advisors.
Financial Planning’s list of movers and shakers in the industry, and what we expect from them in the coming year.
A retired dentist won a huge FINRA arbitration award after accusing his best friend and longtime broker of trading in tech stocks without his consent.
The giant investment bank announced cuts across the board, but its reported sparing of financial advisors suggests that wealth careers may be recession-proof in 2023.
Planners warn that clients still need financial education to understand the ins-and-outs of new plans.
Independent financial advisors and wealth management firms are finding methods of collaborating more closely with professionals from other fields.
Lacking any formal codification or an accurate count of customers, the planning profession is struggling with some fundamental questions.
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World Leading Companies Involved In The Document Management Software For Mac Market Will Continue To Boom In The World Of Rising Business Opportunities With Prominent Investment, Forecast To 2030 – Digital Journal
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Stratagem Market Insights’ latest published report provides global insights into the Document Management Software for Mac Market in 2022. The report summarizes the result of the assessment in the field of Document Management Software for Mac Market from a global perspective. The report provides Document Management Software for Mac market size analysis By Types, Application categories, and Regional-level analysis of the top geographies. Also, The report provides the current market trends and presents growth and forecasts for the next six years from 2022 to 2030. The market is analyzed by the supply side, considering the market penetration of Document Management Software for Mac for all the regions globally. Moving to the market competitive scenario, the product, and service offerings of the prominent organizations along with business strategies employed by them to maintain a stronghold in this marketplace are reviewed thoroughly.
The statistical information presented in this report is predicated on the Document Management Software for Mac Market primary, secondary investigation and study, and media release. This comprises data from a global group of experts from market notable players to provide the latest information on the international Document Management Software for the Mac Market. Moving forward, segmentation analysis is obviously explained considering all the significant probabilities pertinent to Document Management Software for Mac Market conditions.
Request Here a PDF Brochure Of This Report @ https://www.stratagemmarketinsights.com/sample/158185
𝐓𝐡𝐞 𝐦𝐚𝐫𝐤𝐞𝐭 𝐈𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐜𝐞 𝐃𝐚𝐭𝐚 𝐡𝐚𝐬 𝐰𝐨𝐫𝐤𝐞𝐝 𝐡𝐚𝐫𝐝 𝐭𝐨 𝐩𝐫𝐨𝐯𝐢𝐝𝐞 𝐲𝐨𝐮 𝐟𝐨𝐫𝐞𝐜𝐚𝐬𝐭 𝐟𝐫𝐨𝐦 𝟐𝟎𝟐𝟐 𝐭𝐨 𝟐𝟎30 𝐰𝐢𝐭𝐡 𝐜𝐨𝐦𝐩𝐫𝐞𝐡𝐞𝐧𝐬𝐢𝐯𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐰𝐢𝐭𝐡 𝐚𝐧𝐚𝐥𝐲𝐭𝐢𝐜 𝐝𝐚𝐭𝐚 𝐭𝐡𝐚𝐭 𝐰𝐢𝐥𝐥 𝐛𝐚𝐜𝐤 𝐮𝐩 𝐭𝐡𝐞 𝐩𝐫𝐞𝐝𝐢𝐜𝐭𝐢𝐨𝐧.
• Key market players in the industry
• Geographical base of Document Management Software for the Mac market
• User applications
• Product distribution
• Sales volume of product
• Overall growth forecast of Market
𝐌𝐚𝐣𝐨𝐫 𝐏𝐥𝐚𝐲𝐞𝐫𝐬 𝐈𝐧 𝐓𝐡𝐢𝐬 𝐌𝐚𝐫𝐤𝐞𝐭 𝐀𝐫𝐞:
✤ PandaDoc
✤ PDFfiller
✤ Wrike
✤ Backlog
✤ Samepage
✤ Zoho
✤ Templafy
✤ eFileCabinet
✤ M-Files
𝐓𝐲𝐩𝐞 𝐎𝐮𝐭𝐥𝐨𝐨𝐤
✤ Cloud-based
✤ On-premise
𝐀𝐩𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐎𝐮𝐭𝐥𝐨𝐨𝐤
✤ Large Enterprises
✤ SMEs
Have Question? Speak to the Analyst at: https://www.stratagemmarketinsights.com/speakanalyst/158185
Marketing Communication and Sales Channel
Understanding marketing effectiveness on a continual basis help determine the potential of advertising and marketing communications and allow us to use best practices to utilize an untapped audience. In order to make marketers make effective strategies and identify why the target market is not giving attention, we ensure the Study is Segmented with appropriate marketing & sales channels to identify potential market size by Revenue and Volume*
Pricing and Forecast
Pricing/subscription always plays an important role in buying decisions; so we have analyzed pricing to determine how customers or businesses evaluate it not just in relation to other product offerings by competitors but also with immediate substitute products. In addition to future sales Separate Chapters on Cost Analysis, Labor*, production*, and Capacity are Covered.
Regional Analysis of the Document Management Software for the Mac Market:
The global Document Management Software for Mac Market research report details the ongoing market trends, development outlines, and several research methodologies. It illustrates the key factors that directly manipulate the Market, for instance, production strategies, development platforms, and product portfolio. According to our researchers, even minor changes within the product profiles could result in huge disruptions to the above-mentioned factors.
➛ North America (United States, Canada, and Mexico),
➛ Europe (Germany, France, UK, Russia, and Italy)
➛ Asia-Pacific (China, Japan, Korea, India, and Southeast Asia)
➛ South America (Brazil, Argentina, Colombia, etc.)
➛ the Middle East and Africa (Saudi Arabia, UAE, Egypt, Nigeria, and South Africa)
Access Your Report at an Impressive Discount (Up-To 70% off ) @ https://www.stratagemmarketinsights.com/promobuy/158185
The Global Document Management Software for Mac Market Industry Report Covers The Following Data Points:
𝐒𝐞𝐜𝐭𝐢𝐨𝐧 𝟏: This section covers the global market overview, including the basic market introduction, and market analysis by its applications, type, and regions. The major regions of the global Market industry include North America, Europe, Asia-Pacific, the Middle East, and Africa. Document Management Software for Mac Market industry statistics and outlook (2022-2030) are presented in this section. Market dynamics stating the opportunities, key driving forces, and market risk are studied.
𝐒𝐞𝐜𝐭𝐢𝐨𝐧 𝟐: This section covers the market manufacturer’s profile based on their business overview, product type, and application. Also, the sales volume, market product price, gross margin analysis, and share of each player are profiled in this report.
𝐒𝐞𝐜𝐭𝐢𝐨𝐧 𝟑 𝐚𝐧𝐝 𝐒𝐞𝐜𝐭𝐢𝐨𝐧 𝟒: These sections present the market competition based on sales, profits, and market division of each manufacturer. It also covers the industry scenario based on regional conditions.
𝐒𝐞𝐜𝐭𝐢𝐨𝐧 𝟓 𝐚𝐧𝐝 𝐒𝐞𝐜𝐭𝐢𝐨𝐧 𝟔: These sections provide forecast information related to Document Management Software for Mac Market (2022-2030) for each region. The sales channels include direct and indirect marketing, traders, distributors, and development trends presented in this report.
𝐒𝐞𝐜𝐭𝐢𝐨𝐧 𝟕 𝐚𝐧𝐝 𝐒𝐞𝐜𝐭𝐢𝐨𝐧 𝟖: In these sections, Industry key research conclusions and outcome, analysis methodology, and data sources are covered.
To Understand Business Strategies, Request For a Sample Report at https://www.stratagemmarketinsights.com/sample/158185
What are the goals of the report?
①The predicted market size for the Document Management Software for the Mac Industry at the conclusion of the forecast period is shown in this market report.
②The paper also analyses market sizes in the past and present.
③The charts show the year-over-year growth (percent) and compound annual growth rate (CAGR) for the given projected period based on a variety of metrics.
④The research contains a market overview, geographical breadth, segmentation, and financial performance of main competitors.
⑤The report analyzes the growth rate, market size, and market valuation for the forecast period.
𝐑𝐞𝐚𝐬𝐨𝐧𝐬 𝐭𝐨 𝐏𝐮𝐫𝐜𝐡𝐚𝐬𝐞 𝐭𝐡𝐢𝐬 𝐑𝐞𝐩𝐨𝐫𝐭:
To purchase this premium report, click here(Up-To 70% Discount) @https://www.stratagemmarketinsights.com/promobuy/158185
Table Of Content:
➳ Introduction
➳ Executive Summary
➳ Document Management Software for Mac Market Dynamics
➳ Key Insights
➳ Qualitative Analysis – Impact of COVID-19
Contact Us:
Stratagem Market Insights
U.S.A: +1-415-871-0703
UK: +44-203-289-4040
JAPAN: +81-50-5539-1737
Email: [email protected]
Website: https://www.stratagemmarketinsights.com/
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