The AI Data Extraction tool allows you to automatically pull structured data from documents right inside the vault. Follow these steps to use it:
Step-by-Step Instructions
- Navigate to the vault
- Open a Document
- On the right side of the preview panel, click the “Data Extraction” tab. This tab will only appear if your organization has the feature enabled and the document is eligible for processing.
- Start the Extraction. If the file is supported, click the Continue button to start AI processing.
- The system will analyze the document and display the extracted data fields.
- Review the fields on screen. If any data appears incorrect, you can click 'Edit' and click into the field and manually correct it.
- Once satisfied, you can export the extracted information as a JSON file, by clicking the icon next to 'Edit'.
Tips for Best Results
Ensure your documents are clear and not scanned at an angle.
Verify all extracted values, especially for legal, financial, or compliance-related documents.
Only export the JSON file after verifying the accuracy of all fields.