Onboarding- Quick Start

Onboarding- Quick Start

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

Curriculum01:20:57

  • Introduction
  • Preview
    What is Provision Insights by ThoughtTrace? 00:11:52
  • Quick Start Guide- The ABC of Provision Insights
  • Help Menu 00:01:47
  • Customizable Grid View 00:01:48
  • Provision Insights Onboarding
  • Uploading Documents
  • How Do I upload a document into the application 00:02:44
  • Editing Documents
  • Add Attributes to Documents 00:01:22
  • Add Tags to Documents 00:01:24
  • Modify Extracted Text 00:01:29
  • Entity field description, tooltips and hyperlink to sentence 00:02:59
  • Provide Extraction Feedback 00:02:05
  • Validating Documents
  • Add Remarks to Provisions or Documents 00:01:50
  • Add or Remove Tags on Multiple Documents 00:01:37
  • Confirm Provisions 00:01:07
  • Validate Extracted Text 00:01:15
  • Merge Documents 00:02:12
  • Reprocess Extraction for Multiple Documents 00:01:37
  • Delete Multiple Documents 00:01:40
  • Searching Documents
  • Provision Search 00:04:03
  • Share Provision Search 00:01:21
  • Standard Query Library Pre-built queries available 00:03:46
  • Introduction to Search Filters 00:07:18
  • Search Using +Filter vs. +Group (AND vs. OR Searches) 00:04:18
  • Textual Search vs Contextual Search 00:02:34
  • Exporting Search Results
  • One Line Export 00:03:46
  • Custom Export 00:03:57
  • Export Results -Data table that can be review using Excel or any other BI software 00:07:06
  • How to Read Exported Results 00:04:00
  • Still not sure how? / Request a training topic: Training@thoughttrace.com

Curriculum01:20:57

  • Introduction
  • Preview
    What is Provision Insights by ThoughtTrace? 00:11:52
  • Quick Start Guide- The ABC of Provision Insights
  • Help Menu 00:01:47
  • Customizable Grid View 00:01:48
  • Provision Insights Onboarding
  • Uploading Documents
  • How Do I upload a document into the application 00:02:44
  • Editing Documents
  • Add Attributes to Documents 00:01:22
  • Add Tags to Documents 00:01:24
  • Modify Extracted Text 00:01:29
  • Entity field description, tooltips and hyperlink to sentence 00:02:59
  • Provide Extraction Feedback 00:02:05
  • Validating Documents
  • Add Remarks to Provisions or Documents 00:01:50
  • Add or Remove Tags on Multiple Documents 00:01:37
  • Confirm Provisions 00:01:07
  • Validate Extracted Text 00:01:15
  • Merge Documents 00:02:12
  • Reprocess Extraction for Multiple Documents 00:01:37
  • Delete Multiple Documents 00:01:40
  • Searching Documents
  • Provision Search 00:04:03
  • Share Provision Search 00:01:21
  • Standard Query Library Pre-built queries available 00:03:46
  • Introduction to Search Filters 00:07:18
  • Search Using +Filter vs. +Group (AND vs. OR Searches) 00:04:18
  • Textual Search vs Contextual Search 00:02:34
  • Exporting Search Results
  • One Line Export 00:03:46
  • Custom Export 00:03:57
  • Export Results -Data table that can be review using Excel or any other BI software 00:07:06
  • How to Read Exported Results 00:04:00
  • Still not sure how? / Request a training topic: Training@thoughttrace.com