1. Give your post a clear and concise title with notable keywords

(ex: Document Insights Merge Feature, PI Mass Actions - Tagging)

2. Review any similar posts & add your comments and upvote

3.  Share your user story and why this feature would be helpful

(ex: As an analyst on my team with editor permission in ThoughtTrace, I would like to be able to merge my documents based on specific criteria that I select. When I upload a set of documents, the amendments, extensions, and other related documents may not be in the same scan with the original agreement, thus I would like to be able to auto-merge my documents by agreement number. )

4. Look for updates by following posts you are interested in

Take me back to the Community Portal