Custom Document Model in ThoughtTrace


ThoughtTrace learns from you!

ThoughtTrace recognizes your custom document types and automatically classifies similar documents as that type moving forward. For example, if your admin creates a custom document type for W9 forms and then reclassifies a group of documents as W9s, the next time a similar document is uploaded into ThoughtTrace, it will automatically be recognized as a W9.

How is the Custom Document Model trained?

The Custom Document Model is trained by assigning documents into a Custom (User Created) Document Type. Here are the 3 ways this can be done:

  1. Assign the Document Type upon upload. 
  2. Change the Document Type during the review. After a document has been processed, the Document Type can be changed to another Document Type.
  3. Bulk update Document Types. From the search screen, documents can be selected and changed all at once to another Document Type using Bulk Actions.

The Custom Model is not trained when a document is automatically classified into a Document Type. If this is the case, the document will need to be changed out of and then back into the Document Type for it to improve the training. 

How do I turn on the Custom Model?

Any user-created document type benefits from the Custom Model feature! This will work with any kind of document, but as a note, the more documents that are classified in that document type, the more accurate the custom model becomes. Your team is actively training ThoughtTrace to recognize your documents.

This powerful tool will allow for ThoughtTrace to grow along with your needs. It is as easy as creating a new document type and re-classifying some initial documents into the new type and ThoughtTrace will take it from there.


Have more questions about Custom Document Models? Contact our support team at or visit our Community.



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