Administrator Functions

Administrator Functions

Learn how to set up your environment, upload documents, and manage users

Curriculum00:39:14

  • **To access the materials in this course, please register using the blue Register button above.**
  • Introduction
  • Help Menu 00:01:46
  • Quick Start Guide: Document Insights 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 - UPDATED 00:04:32
  • Setting up the System
  • Manage API Keys 00:01:36
  • Manage Attributes 00:02:06
  • Manage Allowed Values for Attributes 00:02:11
  • Manage Document Profiles 00:01:54
  • Manage Document Types 00:01:15
  • Manage Custom Document Types 00:01:43
  • Manage Document Statuses 00:01:19
  • Uploading Documents
  • Install the ThoughtTrace Uploader 00:01:10
  • Connect to the Uploader Using the API Key for Document Insights 00:06:18
  • Managing Documents & Workflows
  • Two Perspectives 00:11:10
  • Migrating Documents to Provision Insights
  • Migrate Documents to Provision Insights 00:02:14

Curriculum00:39:14

  • **To access the materials in this course, please register using the blue Register button above.**
  • Introduction
  • Help Menu 00:01:46
  • Quick Start Guide: Document Insights 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 - UPDATED 00:04:32
  • Setting up the System
  • Manage API Keys 00:01:36
  • Manage Attributes 00:02:06
  • Manage Allowed Values for Attributes 00:02:11
  • Manage Document Profiles 00:01:54
  • Manage Document Types 00:01:15
  • Manage Custom Document Types 00:01:43
  • Manage Document Statuses 00:01:19
  • Uploading Documents
  • Install the ThoughtTrace Uploader 00:01:10
  • Connect to the Uploader Using the API Key for Document Insights 00:06:18
  • Managing Documents & Workflows
  • Two Perspectives 00:11:10
  • Migrating Documents to Provision Insights
  • Migrate Documents to Provision Insights 00:02:14