Import documents with Entities AI Assistant

You can upload documents directly to Entities AI Assistant, where it categorizes them for you and suggests actions. Entities AI Assistant scans the uploaded document and uses the extracted data to suggest which entity’s working documents to save the document to.

With Entities AI Assistant, you can skip manual searching and data entry, while remaining in control. Assistant suggests actions and you decide if you want to take them.

Entities AI Assistant follows user role and permissions configured in Entities. Your access to information and actions is the same within the Entities interface and the Entities AI Assistant.

Notes

  • Entities AI Assistant is an Artificial Intelligence (AI) feature. For information on how AI features use Entities data, refer to Entities AI transparency notice.

  • This is a beta feature. You may experience limited functionality.

  • AI enhancements are available to clients with the Entities Platform package and clients who joined the Entities AI Early adopter program. For more information, contact your Customer Success Manager.

  • Administrators have access to AI features by default. For regular users, AI features are inactive by default. Before you can use them, your organization's administrator must provision the features for you.

Import and save documents with Entities AI Assistant

You can import documents up to 10 MB in the following formats:

  • PDF

  • RTF

  • DOC and DOCX

Currently, you can upload one document at a time.

  1. From the side navigation, select search AI Assistant.

  2. Select Import & Actions.

  3. Drag and drop the document you want to upload or use the Select files to upload option to open the file browser.

  4. When you upload the file, AI Assistant processes it and displays available actions. For some documents, several actions may be available.

  5. Review the available actions. To save the document, in the Saving document to working documents tile, verify the suggested company and, if the suggestion is correct, select Save.

  6. Entities AI Assistant displays a side-by-side view of a form with the relevant fields pre-populated with the information from the document, and the uploaded document.

  7. Review the form and make edits, if needed.

  8. To save the document, select Save.