Onboarding- Quick Start

Onboarding- Quick Start

Learn how to upload, review, and search documents, and export data

Curriculum00:54:17

  • **To access the materials in this course, please register using the blue Resister button above.**
  • Introduction
  • What is ThoughtTrace?
  • Quick Start Guide: Provision Insights
  • Help Menu 00:01:47
  • Customizable Grid View 00:01:40
  • Uploading Documents
  • Upload a Document 00:02:44
  • View Documents During Processing 00:01:21
  • Editing Documents
  • Add Attributes to Documents 00:01:44
  • Custom Attributes - NEW 00:01:50
  • Add Tags to Documents 00:01:15
  • Modify Extracted Text 00:01:29
  • 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 00:02:18
  • Document Search 00:07:18
  • Search Using +Filter vs. +Group (AND vs. OR Searches) 00:04:18
  • Exporting Search Results
  • One Line Export 00:03:46
  • Data Export: How to Read Exported Results 00:04:00

Curriculum00:54:17

  • **To access the materials in this course, please register using the blue Resister button above.**
  • Introduction
  • What is ThoughtTrace?
  • Quick Start Guide: Provision Insights
  • Help Menu 00:01:47
  • Customizable Grid View 00:01:40
  • Uploading Documents
  • Upload a Document 00:02:44
  • View Documents During Processing 00:01:21
  • Editing Documents
  • Add Attributes to Documents 00:01:44
  • Custom Attributes - NEW 00:01:50
  • Add Tags to Documents 00:01:15
  • Modify Extracted Text 00:01:29
  • 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 00:02:18
  • Document Search 00:07:18
  • Search Using +Filter vs. +Group (AND vs. OR Searches) 00:04:18
  • Exporting Search Results
  • One Line Export 00:03:46
  • Data Export: How to Read Exported Results 00:04:00