Wilson McFarland

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Activity overview

Latest activity by Wilson McFarland
  • Wilson McFarland created an article,

    How do I Access and Use the Global Search Feature?

  • Wilson McFarland created an article,

    What Are Playbooks?

    The Document Intelligence Playbooks feature allows you to create and deliver legal guidance through the Document Intelligence Word Add-In. Check out how it works in the video below.   

  • Wilson McFarland created an article,

    Thoughts and Facts have a new name!

    Dear Document Intelligence User,   The team here at Thomson Reuters has decided to rename Thoughts and Facts to make the work being done by the AI and your team clearer and easier to interact with ...

  • Wilson McFarland created an article,

    Workspace Set-Up - Upload Approach Guide

    **Links and lessons mentioned in the video are not available in the Help Center  

  • Wilson McFarland created an article,

    TRDI - Product Update 4.24.2023

      FEATURES:  Feature: Analyze Document Toggle New tool function - When this is toggled off, the document set to be uploaded will undergo NO analysis: including OCR, AI analysis, or viewable docu...

  • Wilson McFarland created an article,

    How to add a status

    Document statues are now a built-in metadata option in Thomson Reuters Document Intelligence. Learn how to create and customize your statuses below.  View the step-by-step guide or jump straight to...

  • Wilson McFarland created an article,

    TRDI - Product Update 4.10.2023

    Feature: Document Status - Built-in document status field that can be customized by your TRDI Admin.    Feature: Scroll to the last opened document - If the last document you viewed is prese...

  • Wilson McFarland created an article,

    How do I set and view a Status for a Document?

    Document Statuses are now built-in to your Document Intelligence workspace and are easily customizable by your admin.    To access a document status from your document view, refer to the top right ...

  • Wilson McFarland created an article,

    TRDI - Product Update - 3.22.23

    New Features: Search for Library Items by related document types.  Show document previews from thumbnails on document search.  Bug Fixes Shorten the space between the Filter name and "+". Add a ...

  • Wilson McFarland created an article,

    NEWS: Your Help Center Will Soon Have A New Home

    Hello Document Intelligence Community!  As a part of the Thomson Reuters acquisition of Document Intelligence (fka ThoughtTrace), your Help Center will be moving from support.thoughttrace.com to a ...