Onboarding -- Quick Start

Onboarding -- Quick Start

Multiple videos covering the most important topics that will provide you with the ABC of the application.

About this course

Upload, Modify, Update,  Search Documents and more

Curriculum00:50:55

  • Introduction
  • What is ALI? 00:01:23
  • Help Menu 00:01:45
  • The ABCs of Document Insights
  • Document Insights Onboarding
  • 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
  • Editing 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 00:00:53
  • Show PDF / Show Documents 00:01:06
  • Rotate Pages 00:00:47
  • Page Zoom 00:00:57
  • Reorder Pages 00:00:44
  • Add Attributes to Documents 00:01:35
  • Add Attributes to Packets 00:01:32
  • Add Tags to Documents 00:01:37
  • Add Tags to Packets 00:01:34
  • Modify Document Types 00:00:41
  • 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 Delete Documents 00:01:48
  • Searching & Exporting
  • Export Metadata To CSV 00:01:45
  • Full Text Search 00:02:48
  • Advanced Search 00:03:03
  • Filter By Created 00:00:53
  • Filter By Tags 00:00:56
  • Filter By Attribute 00:01:44
  • Filter By Document Type 00:00:52
  • Filter By Status 00:00:42
  • Download a Packet 00:01:11
  • Download a Document 00:00:39
  • Still not sure how? / Request a training topic: Training@thoughttrace.com

About this course

Upload, Modify, Update,  Search Documents and more

Curriculum00:50:55

  • Introduction
  • What is ALI? 00:01:23
  • Help Menu 00:01:45
  • The ABCs of Document Insights
  • Document Insights Onboarding
  • 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
  • Editing 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 00:00:53
  • Show PDF / Show Documents 00:01:06
  • Rotate Pages 00:00:47
  • Page Zoom 00:00:57
  • Reorder Pages 00:00:44
  • Add Attributes to Documents 00:01:35
  • Add Attributes to Packets 00:01:32
  • Add Tags to Documents 00:01:37
  • Add Tags to Packets 00:01:34
  • Modify Document Types 00:00:41
  • 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 Delete Documents 00:01:48
  • Searching & Exporting
  • Export Metadata To CSV 00:01:45
  • Full Text Search 00:02:48
  • Advanced Search 00:03:03
  • Filter By Created 00:00:53
  • Filter By Tags 00:00:56
  • Filter By Attribute 00:01:44
  • Filter By Document Type 00:00:52
  • Filter By Status 00:00:42
  • Download a Packet 00:01:11
  • Download a Document 00:00:39
  • Still not sure how? / Request a training topic: Training@thoughttrace.com