Administration & Settings

Creating a New User
Creating a new user in ThoughtRiver is easy! Select Users from the Settings Menu. Add a New User You can then take the following steps to...
Fri, 25 Feb, 2022 at 4:05 PM
Logging into ThoughtRiver
In order to login to ThoughtRiver, there are a few key pieces of information you need to know - the region your account has been set up, your account code, ...
Thu, 28 Oct, 2021 at 3:05 PM
Setting your Organization Name
To ensure parties are predicted as accurately as possible for each review, you will need to provide ThoughtRiver with a bit of information about your compan...
Mon, 13 Dec, 2021 at 5:11 PM
Setting Reference Name templates
When setting up a contract review use case, you may designate certain reference names to always be assigned to your party, the counterparty, or both (recipr...
Mon, 13 Dec, 2021 at 5:12 PM
User Roles and Permissions
User Roles work collectively so that you can customise the access for an individual user. If a user has both a Business User and Author role, they will have...
Mon, 21 Mar, 2022 at 12:14 PM
Installing the Word Add-In for your Organization and Users
There are three ways for you to implement the Word Add-In for you and your organization.  If your organization allows individual users to install Add-In...
Fri, 25 Feb, 2022 at 4:10 PM
Adding and Viewing Users
The Users tab allows you to see which members in your organization are users of the platform, the review streams they have access to and the type of user r...
Tue, 1 Feb, 2022 at 1:56 PM
Risk Policy Applicability
Policy is ThoughtRiver’s implementation of a risk playbook. You can navigate here via Settings (this the cog like icon on the top right-hand corner). When y...
Tue, 1 Feb, 2022 at 2:21 PM
Overview Of Review Streams
  As a client, you are likely to have several Review Streams that you are working on within ThoughtRiver.  The Review Streams tab lets you can see al...
Fri, 4 Feb, 2022 at 11:34 AM
How to Configure Your Risk Policy
Once you have reviewed ThoughtRiver’s out-of-the-box (OOTB) risk policy and amended this in line with your own playbook, you can configure your risk policy...
Tue, 22 Mar, 2022 at 10:51 AM