Admin Functions

Admin Functions

All you need to know if you are the admin of the application

About this course

Everything you need to know as a Provision Insights Administrator

Curriculum00:41:46

  • Introduction
  • Quick Start Guide - The ABCs of Provision Insights for Admins
  • Help Menu 00:01:47
  • Resource Guides for IT Professionals
  • Activating Azure Active Directory Single Sign-On
  • ThoughtTrace Domains to Whitelist
  • Managing Users
  • Managing Users 00:04:05
  • How to Whitelist Email Domains for New Users
  • Setting up the System
  • Managing Default Permissions 00:01:56
  • Managing API Keys 00:02:15
  • View Ontologies 00:01:39
  • Managing Attributes 00:05:34
  • Managing Document Types 00:03:58
  • Managing Value Lists 00:05:03
  • Uploading Documents
  • Install the ThoughtTrace Uploader 00:01:10
  • Connect to the Uploader Using the API Key for Provision Insights 00:05:57
  • Managing Documents & Workflows
  • Unlock Validated Documents 00:01:21
  • Update Document Type for Multiple Documents 00:01:32
  • Merge Documents 00:02:12
  • Reprocess Extraction for Multiple Documents 00:01:37
  • Delete Multiple Documents 00:01:40
  • Still not sure how? / Request a training topic: Training@thoughttrace.com

About this course

Everything you need to know as a Provision Insights Administrator

Curriculum00:41:46

  • Introduction
  • Quick Start Guide - The ABCs of Provision Insights for Admins
  • Help Menu 00:01:47
  • Resource Guides for IT Professionals
  • Activating Azure Active Directory Single Sign-On
  • ThoughtTrace Domains to Whitelist
  • Managing Users
  • Managing Users 00:04:05
  • How to Whitelist Email Domains for New Users
  • Setting up the System
  • Managing Default Permissions 00:01:56
  • Managing API Keys 00:02:15
  • View Ontologies 00:01:39
  • Managing Attributes 00:05:34
  • Managing Document Types 00:03:58
  • Managing Value Lists 00:05:03
  • Uploading Documents
  • Install the ThoughtTrace Uploader 00:01:10
  • Connect to the Uploader Using the API Key for Provision Insights 00:05:57
  • Managing Documents & Workflows
  • Unlock Validated Documents 00:01:21
  • Update Document Type for Multiple Documents 00:01:32
  • Merge Documents 00:02:12
  • Reprocess Extraction for Multiple Documents 00:01:37
  • Delete Multiple Documents 00:01:40
  • Still not sure how? / Request a training topic: Training@thoughttrace.com