3 Easy Steps To Quickly Access Your Most Relevant Documents!

Step 1 - Type In Keywords
Step 2 - Select Sources
Step 3 - Click Search

In This Issue, You'll Find:

Ask a Product Trainer
Choose Your Learning Style
About our Product Trainers

Question #1: Using Intuitive Search, when I put something in quotes (for example: "qualified plan"), why am I getting results that have different phrases like "qualified retirement plan"?

Answer: Intuitive Search picks up relevant variations of the phrase "qualified plan" by including "qualified retirement plan" and "qualified employer plan". This is a great advantage with Intuitive Search because you may not have thought of those additional terms or phrases. Note: If you do want an exact match of what you typed, without any variations, select the Terms & Connectors radio button.

Question #2: Why am I getting documents that do not contain all of my keywords in them?

Answer: With Intuitive Search, although the most relevant documents are likely to have all your words,
you may get results that only have MOST of the words. Note: If you only want results that contain ALL of
your keywords, you can use the "&" connector (Example: fund & deficiency) between your words, or select the
Terms & Connectors radio button. Checkpoint Functionality: Terms & Connectors

In order to accommodate a variety of learning styles and schedules, we provide a number of different options for our training courses and materials. Whether you prefer to experience a course live, watch a video at your own pace or read documentation, you're sure to find an option that is right for you. Many of our live options offer CPE and all are complimentary!

• Experience It - Live Webinars!
  Click here for available Live Webinars

• View It - Recorded Webinars and YouTube videos!
  Click here for available Recorded Webinars
  Click here for available YouTube videos


• Read It - Documentation
  Click here for a list of Checkpoint Quick Reference Cards

The Product Trainers collectively have 55 plus years of experience with Thomson Reuters Tax and Accounting products. These highly qualified trainers deliver live and recorded training. Their motto is... "Working as a unified team we are committed to training our customers to get the most out of their Checkpoint, Checkpoint Tools or SMART investment!"