Onboarding - Quick Start

Onboarding - Quick Start

Learn how to upload, edit, and search documents, and export metadata

About this course

Upload, Modify, Update,  Search Documents and more

Curriculum01:02:46

  • **To access the materials in this course, please register using the blue Register button above.**
  • Introduction
  • What is ThoughtTrace?
  • Help Menu 00:01:46
  • Quick Start Guide: Document Insights
  • Uploading Documents
  • Upload Packets (Multiple Documents) 00:02:04
  • Upload One Document (with Classification) 00:01:46
  • Upload One Document (without Classification) 00:01:49
  • Managing Documents
  • Reprocess Documents 00:01:34
  • Merge Documents 00:01:01
  • Move Pages: Append to Existing Document 00:01:04
  • Drag & Drop to Move Pages: Append to Existing Document 00:01:18
  • Move Pages: Create New Document 00:00:50
  • Multi Page Selection (Shift-click) 00:00:53
  • Download a Document 00:00:39
  • Download a Packet 00:01:11
  • Editing Documents
  • Show PDF / Show Documents 00:01:06
  • Rotate Pages 00:00:47
  • Page Zoom 00:00:57
  • Reorder Pages 00:00:44
  • View Extracted Entities 00:01:52
  • Add Attributes to Documents - UPDATED 00:01:07
  • Add Attributes to Packets - UPDATED 00:01:11
  • Add Tags to Documents 00:01:37
  • Using Attribute Profiles - NEW 00:01:38
  • Add Tags to Packets 00:01:34
  • Update Document Type 00:00:41
  • Reclassify Documents 00:00:56
  • Edit Packet Name 00:00:48
  • Edit Document Name 00:00:47
  • Update Document Status 00:00:43
  • Bulk Actions
  • Bulk Update Tags 00:01:49
  • Bulk Add Attributes 00:01:50
  • Bulk Update Status 00:01:45
  • Bulk Update Document Type 00:00:52
  • Bulk Reclassify 00:02:52
  • Bulk Delete Documents 00:01:48
  • Searching & Exporting
  • Export Metadata To CSV 00:01:47
  • Find Similar Documents 00:01:12
  • Full Text Search 00:02:48
  • Share a Search Query 00:00:45
  • Toggle Columns 00:02:11
  • Advanced Search 00:03:03
  • Advanced Search - Using AND, OR, NOT
  • Sort by Score (Search Relevance)
  • Filter by Created 00:00:53
  • Filter by Tags 00:00:56
  • Filter by Attribute - UPDATED 00:02:11
  • Filter by Entities - UPDATED 00:02:07
  • Filter by Document Type 00:00:52
  • Filter by Status 00:00:42

About this course

Upload, Modify, Update,  Search Documents and more

Curriculum01:02:46

  • **To access the materials in this course, please register using the blue Register button above.**
  • Introduction
  • What is ThoughtTrace?
  • Help Menu 00:01:46
  • Quick Start Guide: Document Insights
  • Uploading Documents
  • Upload Packets (Multiple Documents) 00:02:04
  • Upload One Document (with Classification) 00:01:46
  • Upload One Document (without Classification) 00:01:49
  • Managing Documents
  • Reprocess Documents 00:01:34
  • Merge Documents 00:01:01
  • Move Pages: Append to Existing Document 00:01:04
  • Drag & Drop to Move Pages: Append to Existing Document 00:01:18
  • Move Pages: Create New Document 00:00:50
  • Multi Page Selection (Shift-click) 00:00:53
  • Download a Document 00:00:39
  • Download a Packet 00:01:11
  • Editing Documents
  • Show PDF / Show Documents 00:01:06
  • Rotate Pages 00:00:47
  • Page Zoom 00:00:57
  • Reorder Pages 00:00:44
  • View Extracted Entities 00:01:52
  • Add Attributes to Documents - UPDATED 00:01:07
  • Add Attributes to Packets - UPDATED 00:01:11
  • Add Tags to Documents 00:01:37
  • Using Attribute Profiles - NEW 00:01:38
  • Add Tags to Packets 00:01:34
  • Update Document Type 00:00:41
  • Reclassify Documents 00:00:56
  • Edit Packet Name 00:00:48
  • Edit Document Name 00:00:47
  • Update Document Status 00:00:43
  • Bulk Actions
  • Bulk Update Tags 00:01:49
  • Bulk Add Attributes 00:01:50
  • Bulk Update Status 00:01:45
  • Bulk Update Document Type 00:00:52
  • Bulk Reclassify 00:02:52
  • Bulk Delete Documents 00:01:48
  • Searching & Exporting
  • Export Metadata To CSV 00:01:47
  • Find Similar Documents 00:01:12
  • Full Text Search 00:02:48
  • Share a Search Query 00:00:45
  • Toggle Columns 00:02:11
  • Advanced Search 00:03:03
  • Advanced Search - Using AND, OR, NOT
  • Sort by Score (Search Relevance)
  • Filter by Created 00:00:53
  • Filter by Tags 00:00:56
  • Filter by Attribute - UPDATED 00:02:11
  • Filter by Entities - UPDATED 00:02:07
  • Filter by Document Type 00:00:52
  • Filter by Status 00:00:42