Setup AI Fields

AIFields use the power of artificial intelligence to extract and organize information from documents. This article provides details about the different analysis types for the fields, as well as instructions for how to set up an AIField. 

To learn about using AIFields in the project and in reports, read more.

• How AIFields Work
• Review the Prompts
• Create Your Input Field
• Create Your Output Fields
• Choose Your Prompt and Map Your Fields

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How AIFields Work

AIFields consist of an input field, where you upload documents, an AI prompt that directs the AI what to search for in the document, and an output field, where the result of the prompt is entered. 

When a document is uploaded to the input field, the AI analysis begins. This process usually takes a few minutes. Once it is finished, the information, determined by the selected prompt, appears in the output field. 

You can set up AIFields to be one to one—one input to one output—or one to many—one input to many outputs.

Permission Required

Setting up an AIField requires access to the Customs Editor Advanced tool, which can be granted in the Advanced Access tab.

Navigate to the Customs Editor by clicking the main menu and selecting Advanced from the dropdown. Then, select Customs Editor from the left side menu. If prompted, select your Org. Select the project template where you want to add the AIField.

Review the Prompts

It is a good idea, before you begin, to review the available AI prompts, so that you have an idea of what type of AI field you want to build. Prompts have an indication of the type of document they are meant to be used on, followed by a brief description. 

You can review all available prompts in our AI Document Prompts article.

Create Your Input Field

The first step to setting up AIFields is to create an input field (a file attachment field) and one or multiple output fields (text multi-line fields). 

In the section where you’d like to upload the documents, click Add Field/Widget. In the modal, select the field type. The input field can be either a single “file attachment” field or a “multiple file attachments (list)” field. If you select a multiple file attachments field, you will be able to upload multiple documents, and the output for each document will be appended to the end of all output fields. 

When you add a file attachment/multiple file attachments field, you’ll see the option to Enable AI Field. We’ll come back to this option in the next step. 

Click Create to save and create the field.

Tip

You can also use existing fields for both your input and output fields, if you already have fields set up that you would like to use.

Create Your Output Fields

Next, create your output fields. In the section where you’d like to view the AI output, click Add Field/Widget. The output fields must be a multi-line text type field: “Text - Multiple Lines” or “Text - Multiple Lines (Large).”  

Tip

An AIField can be placed in any static section. However, if the AIField is in a collection section, then the file attachment field must be in the same section. 

You need one output field for each prompt you run on the documents. If you’d like to run three different prompts on the documents uploaded to your input field, you’ll need three different text output fields.

Choose Your Prompt and Map Your Fields

Next, you’ll return to your file attachment input field. Now, in the modal, click Enable AI Field. You will be prompted to select a prompt and an output field to map to. 

Select your desired prompt and the corresponding output field. If you’d like to add another prompt and output field, click + Prompt & Output Field to add another. 

When you’ve added all prompts and output fields, click Update. In the field list for the section, you’ll see any AI-mapped fields marked with the LOIS icon, with an indication of whether they are being used as input or output.