Administrators can choose which folders allow auto-tagging. When a document is uploaded, the document will process, and extract any of the predefined or custom tags that have AI Contract Extract enabled and are identifiable on the document.
Instructions
Step 1: Choose a folder to enable the auto-tagging. If you would like to enable for the entire account, stay at the account parent folder level. When enabling specific folders, click into the folder of choice. In the gray action bar, click on the Settings button.
Step 2: Click on the slide bar to enable auto-tagging for the folder. If the folder contains subfolders, the subfolders will inherit the auto-tagging functionality and must be turned off.
Step 3: Only new documents uploaded into the folder will process with the auto-tagging. Any existing documents in the folder will not be retroactively auto-tagged.
Step 4: When the auto-tagging process has rendered and tag fields were found, you will notice a green tag icon next to the newly uploaded document. Depending on document size, this may take up to a couple of minutes.
Step 5: Review the auto-tagged information. We always recommend validating the auto-tagged information to confirm the correct information. To do this, first click the document name and click on the tag icon in the left column.
Step 6: Review any information in the tag section. Any information that was auto-tagged will be will be labeled with an AI icon in the document. Hover over the field name to see additional context, such as the highlighted text and the tag’s AI prompt.
Step 7: To go directly to the associated text, click View in Document from the popover. From this area, you can confirm the information is correct, change the data, or delete data out entirely.
Step 8: To see all tagged text in the document, click the Enable Highlights toggle in the top-right corner. If enabled, you can click on the highlighted text to see and/or edit the auto-tagged information.
Step 9: To complete the tagging process with any custom fields, a user can add in a template or individual tag to track additional data on the contract.
Tips and Tricks
- Finding data: When a document is auto-tagged, any information pulling directly from the contract will have a purple bubble and sparkles icon next to it in the tag section. A user can click on that, see the reference and be taken to the section of the document that information has been pulled from by clicking View in Document.
- Validating: To ensure that a human has validated the machine data, a user can select a new color for the highlighted sections of the contract. To do this, you can click on any purple element in the contract (on the contract itself or the purple bubble next to any auto-tagged fields) and select a new color. Purple is reserved for auto-tagging, so any other color will indicate that someone manually changed the field.
