AI Powered Document Recognition is available in two applications: Contracts and Licenses. It helps you create Licenses, Contracts, and Contract Item records by importing contracts, purchase orders, or invoice documents.

Before the import, we recommend adjusting the default settings, since documents do not always contain all the required information to create a record.

AI Powered Document Recognition in Contracts

In the Contracts application, you can find AI Powered Document Recognition in two places:

• Contracts
• Contract Items

Contracts

At Contracts > Contracts, you will see a new button: AI Import. This button lets you upload contracts and extract data from them using AI.

1. Click AI Import .
2. Click on the Choose a file to load field. The Open window opens.
3. Find and select the Contract you want to upload, then click Open.
4. Review the relevant fields to make sure the data was imported correctly.
5. Click Apply and Save.

In the Contracts table, you can add a new AI-Powered column to see which contracts were imported with AI.

Contract Items

At Contracts > Contracts > Contract Items, you can also use the new AI Import button to upload invoices or purchase orders and extract data from them using AI.

1. Click AI Import.
2. Click on the Choose a file to load field. The Open window opens.
3. Find and select the invoice or purchase order you want to upload, then click Open.
   1. The feature creates one Contract Item per line listed in the uploaded file.
4. In the Contract Items panel, you need to manually fill in the Contract field:
   1. Use the magnifying glass icon to view available Contracts in your environment and select the relevant one.
5. You can review each Contract Item individually to make sure data was imported correctly:
   1. Click on an Item to open it.
   2. Review the fields in the Contract Item panel and make any adjustments needed.
   3. Click OK.
   4. You can also create Items manually, in case the AI did not include everything, or delete them.
6. Click Apply and Save.

Add a new AI Powered column to see which Contract Items were imported with AI.

AI Powered Document Recognition In Licenses

At Licenses > Purchased Licenses, you can use the new AI Import button to upload invoices or purchase orders and extract data from them using AI. The process is similar to the one described above, under Contract Items, but the information extracted is related to Licenses.

1. Click AI Import.
2. Click on the Choose a file to load field. The Open window opens.
3. Find and select the invoice or purchase order you want to upload, then click Open.
   1. The feature creates one License per line listed in the uploaded file.
4. You can review each License individually to make sure data was imported correctly:
   1. Click on an Item to open it.
   2. Review the fields in the License panel and make any adjustments needed.
   3. Click OK.
   4. You can also create Items manually, in case the AI did not include everything, or delete them.
5. Click Apply and Save.

This section features the new AI Powered filter as well, to view Licenses created using AI.