As an administrator, you can choose which AI Fields the ContractSafe AI Assistant looks for and extracts from uploaded contracts in Settings > AI and Workflow Options > Manage AI Fields. This article explains how to turn fields on or off, review AI results, and use pending results while organizing your contracts.
Open the AI Fields settings
Go to Settings > AI and Workflow Options > Manage AI Fields. Depending on your interface, the same controls may appear under the AI Assistant tab.
Only an administrator can manage which AI Fields are enabled for the organization.
Turn AI Fields on or off
On the Manage AI Fields page, use the toggle beside each field to turn AI extraction on or off.
When a field is turned off, the AI Assistant won't look for that field or suggest a value for it. The field may still be available for manual entry, depending on your account and field configuration.
Check Show Pending AI results on the contract list. This displays pending AI-extracted fields directly in the contract list, allowing you to use the available data to organize, filter, and review contracts even before accepting the AI results.
View extracted AI values on a contract
- Click the View AI Fields button to see the extracted AI values.
- Click Expand This Pane so you can see all the values clearly.
After expanding the view, you'll see the AI Fields section.
Review AI extraction results
After the AI Assistant finishes scanning an uploaded contract, it presents the results in a review window when you open a contract with AI results ready.
The AI Assistant can extract up to 29 data points across areas such as parties, key dates, compliance obligations, payment terms, jurisdiction, and contract value. Not every contract will contain every data point, so results vary depending on the content of the document. See the compliance, payment and contract value AI fields for details.
Review each suggestion before accepting it. If a value is missing or needs correction, update the field manually when appropriate.
If the information in a specific field is incorrect, simply click the X button next to the field title to remove it.
Use pending AI results on the contract list
With the pending results option checked, pending AI extracted fields display directly on the contracts list so you can use that data to help organize and sift through contracts even before accepting AI results. Learn more in using pending AI results on the contract list.
This is indicated by the AI Result Sparkle adjacent to the field:
Note:
- Like the screenshot above, not all contracts will contain all 29 data points. Your results may vary depending on the content of the document.
- After the document has been uploaded, please allow 10-15 minutes for the AI to complete scanning your document. This will take longer, the bigger the document is.
- A refresh of your ContractSafe page is necessary in order for the AI results page to appear if you opened the document while the AI is still processing.
- Pending AI results won't reflect on any exported or emailed report. The AI suggestion must be accepted first.
- When you modify the contract name either by entering a new name or accepting the one suggested by the AI, be sure to click outside of the Contract Name field to ensure your changes are saved.
Want AI to find fields specific to your organization? See how to set up AI extraction for custom fields.
Need more help? Please reach out to our support via chat or email at support@contractsafe.com.