Onboarding- Quick Start (60 Minutes)

Onboarding- Quick Start (60 Minutes)

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

Curriculum00:59:26

  • Introduction
  • What is ALI? 00:01:23
  • Preview
    What is ALI Provision Insights by ThoughtTrace? 00:11:52
  • Quick Start Guide- The ABC of Provision Insights
  • Quick Start Guide- The ABC of Provision Insights
  • Provision Insights Onboarding
  • Configure Active Directory- Single Sign On (SSO)
  • Activating Azure Active Directory Single Sign-On with ALI
  • Uploading Documents
  • How Do I upload a document into the application 00:02:31
  • Reviewing Documents
  • Entity field description, tooltips and hyperlink to sentence 00:02:59
  • Tags 00:02:07
  • Add or Remove Tags on Multiple Documents 00:01:37
  • Merge Documents 00:01:40
  • Update Document Type for Multiple Documents 00:01:32
  • Delete Multiple Documents 00:01:40
  • Reprocess Extraction for Multiple Documents 00:01:37
  • Provide Extraction Feedback 00:02:05
  • Adding Remarks
  • Remarks-Make comments on a specific document 00:01:55
  • Searching Documents
  • Standard Query Library Pre-built queries available 00:03:46
  • Introduction to Search Filters 00:07:18
  • Textual Search vs Contextual Search 00:02:34
  • Exporting Search Results and Provisions
  • Export Results -Data table that can be review using Excel or any other BI software 00:07:06
  • Custom Export 00:03:57
  • Getting Help
  • Help Menu 00:01:47
  • Still not sure how? / Request a training topic: Alitraining@thoughttrace.com

Curriculum00:59:26

  • Introduction
  • What is ALI? 00:01:23
  • Preview
    What is ALI Provision Insights by ThoughtTrace? 00:11:52
  • Quick Start Guide- The ABC of Provision Insights
  • Quick Start Guide- The ABC of Provision Insights
  • Provision Insights Onboarding
  • Configure Active Directory- Single Sign On (SSO)
  • Activating Azure Active Directory Single Sign-On with ALI
  • Uploading Documents
  • How Do I upload a document into the application 00:02:31
  • Reviewing Documents
  • Entity field description, tooltips and hyperlink to sentence 00:02:59
  • Tags 00:02:07
  • Add or Remove Tags on Multiple Documents 00:01:37
  • Merge Documents 00:01:40
  • Update Document Type for Multiple Documents 00:01:32
  • Delete Multiple Documents 00:01:40
  • Reprocess Extraction for Multiple Documents 00:01:37
  • Provide Extraction Feedback 00:02:05
  • Adding Remarks
  • Remarks-Make comments on a specific document 00:01:55
  • Searching Documents
  • Standard Query Library Pre-built queries available 00:03:46
  • Introduction to Search Filters 00:07:18
  • Textual Search vs Contextual Search 00:02:34
  • Exporting Search Results and Provisions
  • Export Results -Data table that can be review using Excel or any other BI software 00:07:06
  • Custom Export 00:03:57
  • Getting Help
  • Help Menu 00:01:47
  • Still not sure how? / Request a training topic: Alitraining@thoughttrace.com