Onboarding -- Quick Start (30 minutes)

Onboarding -- Quick Start (30 minutes)

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

Curriculum00:26:44

  • Introduction
  • What is ALI? 00:01:23
  • The ABC of Document Insights
  • The ABC 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
  • Adding Attributes
  • Add Attributes to Packets 00:01:32
  • Add Attributes to Documents 00:01:35
  • Adding Tags
  • Add Tags to Documents 00:01:37
  • Add Tags to Packets 00:01:34
  • Modifying Document Types
  • Modify Document Types 00:00:41
  • Searching Documents
  • Full Text Search 00:02:48
  • Filter By Name 00:00:52
  • Filter By Document Type 00:00:56
  • Filter By Created 00:01:01
  • Filter By Attribute 00:01:44
  • Filter By Tags 00:01:01
  • Filter By Status 00:00:46
  • Download a Packet 00:01:11
  • Download a Document 00:00:39
  • Getting Help
  • Help Menu 00:01:45
  • Still not sure how? / Request a training topic: Alitraining@thoughttrace.com

About this course

Upload, Modify, Update,  Search Documents and more

Curriculum00:26:44

  • Introduction
  • What is ALI? 00:01:23
  • The ABC of Document Insights
  • The ABC 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
  • Adding Attributes
  • Add Attributes to Packets 00:01:32
  • Add Attributes to Documents 00:01:35
  • Adding Tags
  • Add Tags to Documents 00:01:37
  • Add Tags to Packets 00:01:34
  • Modifying Document Types
  • Modify Document Types 00:00:41
  • Searching Documents
  • Full Text Search 00:02:48
  • Filter By Name 00:00:52
  • Filter By Document Type 00:00:56
  • Filter By Created 00:01:01
  • Filter By Attribute 00:01:44
  • Filter By Tags 00:01:01
  • Filter By Status 00:00:46
  • Download a Packet 00:01:11
  • Download a Document 00:00:39
  • Getting Help
  • Help Menu 00:01:45
  • Still not sure how? / Request a training topic: Alitraining@thoughttrace.com