Administrator Functions

Administrator Functions

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

Curriculum00:26:53

  • Introduction
  • Help Menu 00:01:45
  • The ABC of Document Insights for Admins
  • Resource Guides for IT Professionals
  • Activating Azure Active Directory Single Sign-on
  • ThoughtTrace Domains to Whitelist
  • Managing Users
  • Document Insights User Roles
  • How to Whitelist Email Domains for New Users
  • Manage Users 00:03:10
  • Setting up the System
  • Manage API Keys 00:01:36
  • Manage Attributes 00:02:10
  • Manage Allowed Values for Attributes 00:02:11
  • Manage Document Profiles 00:01:54
  • Manage Document Types 00:01:19
  • Manage Custom Document Model 00:01:43
  • Manage Document Statuses 00:01:23
  • Uploading Documents
  • Install the ThoughtTrace Uploader 00:01:10
  • Connect to the Uploader Using the API Key for Document Insights 00:06:18
  • Migrating Documents to Provision Insights
  • Migrating Documents to Provision Insights 00:02:14
  • Still not sure how? / Request a training topic: Training@thoughttrace.com

Curriculum00:26:53

  • Introduction
  • Help Menu 00:01:45
  • The ABC of Document Insights for Admins
  • Resource Guides for IT Professionals
  • Activating Azure Active Directory Single Sign-on
  • ThoughtTrace Domains to Whitelist
  • Managing Users
  • Document Insights User Roles
  • How to Whitelist Email Domains for New Users
  • Manage Users 00:03:10
  • Setting up the System
  • Manage API Keys 00:01:36
  • Manage Attributes 00:02:10
  • Manage Allowed Values for Attributes 00:02:11
  • Manage Document Profiles 00:01:54
  • Manage Document Types 00:01:19
  • Manage Custom Document Model 00:01:43
  • Manage Document Statuses 00:01:23
  • Uploading Documents
  • Install the ThoughtTrace Uploader 00:01:10
  • Connect to the Uploader Using the API Key for Document Insights 00:06:18
  • Migrating Documents to Provision Insights
  • Migrating Documents to Provision Insights 00:02:14
  • Still not sure how? / Request a training topic: Training@thoughttrace.com