This document enables you to use AI Powered Document Recognition in your environments. Learn more about this capability in the AI-Powered Document Recognition Features article.

Prerequisites

The new AI Powered Document Recognition capability is available for environments with Enterprise Service Management version 26.2 or higher. It has the following prerequisites:

• The AI Powered Document Recognition for Contracts & Licenses extension is installed
• Matrix42 Neo is configured and works in the environment.

Settings

The features of the AI Powered Document Recognition are available in two applications: Contracts and Licenses. Sometimes, files imported using AI do not contain all the required information. To ensure everything is sorted properly in your environment, you need to configure a series of fields.

Contracts Settings

1. In Contracts App, in the bottom-left corner, click on Settings.
2. In the Global System Settings panel, click Edit.
3. Go to the AI Import tab.
4. Under Contract, configure the following fields:
   1. Your company name. The name of your company.
   2. Default Organization Unit. The Organization Unit that contracts will be assigned to in Wizard.
   3. Default Location. The Location that contracts will be assigned to in Wizard.
   4. Default Cost Center. The Cost Center that contracts will be assigned to in Wizard.
   5. Expiration (days in advance). Set a custom reminder for the expiration date of the Contract.
   6. Cancelation (days in advance). Set a custom reminder for the cancelation date of the Contract.
5. Under Contract Items, configure the following fields:
   1. Default Organization Unit. The Organization Unit that contract items will be assigned to in Wizard.
   2. Default Location. The Location that contract items will be assigned to in Wizard.
   3. Default Cost Center. The Cost Center that contract items will be assigned to in Wizard.
6. Click Save & Close.

The information in these fields is automatically applied to all the Contracts and Contract Items imported using AI unless overwritten manually in the Wizard.

Licenses Settings

1. In the Licenses App, in the bottom-left corner, click on Settings.
2. In the Global System Settings panel, click Edit.
3. Go to the AI Import tab.
4. Configure the following fields:
   1. Default License Pool. The License Pool that licenses will be assigned to in Wizard.
   2. Default Organization Unit. The Organization Unit that licenses will be assigned to in Wizard.
   3. Default Location. The Location that licenses will be assigned to in Wizard.
   4. Default Cost Center. The Cost Center that licenses will be assigned to in Wizard.
5. Click Save & Close.

The information in these fields is automatically applied to all the Licenses imported using AI unless overwritten manually in the Wizard.