How to Confirm an Atribute

How to confirm an Attribute

There are 3 ways to confirm Attributes on your documents:

1) Convert a provision into an attribute

2) Confirm an attribute from inside a document

3) Confirm an attribute in bulk from the Library page

How to confirm Provisions as Attributes

What does it mean to confirm a provision as an attribute?

1. From a single Document view: Click on the Content pane and find the provision you'd like to confirm as an attribute

2. Click on the Provision

3. Hover over the Provision on the pane that opens up and click the blue circle with a checkmark in it to begin the confirmation process.

4. Search the list of Attributes that pops up>  Select the Attribute

* If there is no Attribute that captures the information you want, your Thomson Reuters Document Intelligence Admin can create one for you in Settings

- If the data type of the Attribute matches the data type of the source Provision, the data will automatically populate upon click of the Attribute value box

(example: if you're confirming a string of text into a string of text Attribute Type)

5. Click Save to confirm the Provision as an attribute.

How to confirm an attribute from inside a Document

1. Click on the Attributes tab and find the Attribute you'd like to confirm OR use the Search field to type it in

* If there is no Attribute that captures the information you want, your Thomson Reuters Document Intelligence Admin can create one for you in Settings

2. On the pane that opens up: click on the Attribute > enter the information > Click Save

OPTIONAL: Highlight the text in the Document that relates to the Attribute

1) Click on the blue pen that appears when you hover over the Attribute

2) Highlight the Text in the Document > Confirm Highlight

How to confirm an attribute in Bulk from the Libraries page

1. From the Libraries page: Check the boxes of the documents you want

- To select all the documents in the first page: Check the Actions box

See that only 25 out of 553 documents have been selected

- To select all of the documents that your search queried up: Check the Actions box > Click on Select all results

2. Click Edit > + Attribute

3. Scroll to search for the Attribute OR type out the name > Select the Attribute

4. Fill out the information on the right side > Apply

5. Click Apply on the following screen as well

If you have any questions or technical difficulties, you can reach out to disupport@thomsonreuters.com