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 files and uses the extracted data to suggest which entity’s working documents to save each 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.

Note

  • 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. 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

  • XLS and XLSX

Currently, you can upload up to 50 documents at a time.

Import data from documents to Entities using Entities AI Assistant

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

  2. Select Import & Actions.

  3. Upload the files:

    • To upload from your computer, drag and drop the documents you want to upload or use the Select files to upload option to open the file browser.

    • To upload from SharePoint or OneDrive, use the Select from Sharepoint option. If you’re not signed in to the service, a pop-up will prompt you to sign in before proceeding to the file picker.

      Note

      You can only import files from company accounts.

      Before you can import from SharePoint or OneDrive, your administrator must enable this option as part of the MS tenant configuration. Learn more

      When you add files from SharePoint or OneDrive, the system saves them with the upload date as the Produced On date.

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

  5. Review the available actions. To save a 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 changes, select Save.

You can also upload documents directly from selected screens by using the Upload with AI option in the toolbar.

Entities AI Assistant displays information on how long the data you upload in the Import & Actions mode is stored in the system. The data retention information is available at the bottom of the Entities AI Assistant window when in the Import & Actions mode.

Administrators can set the data retention period for their organization.

Learn more

Create a company from XLS using AI Assistant

You can add companies to Entities in bulk using Entities AI Assistant Import & Actions. When you upload an Excel spreadsheet, Assistant extracts company data, maps it to company fields, and proposes a data update plan for you to accept.

Import companies from Excel with Entities AI Assistant