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.
Note: This feature requires Docs+ and incurs a usage-based charge. Reach out to your account manager to learn more.
How AIFields Work
An AIField is an additional option for a multi-line text field, added in the Customs Editor. This text field is connected to a single file attachment field, and the desired analysis type is selected.
When a file is uploaded to the connected file attachment field, the AI analysis will begin. This process usually takes a few minutes. Once it is finished, the information, determined by the selected analysis type, appears in the text field.
Set Up an AIField
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.
File Attachment Field
Before you create the AIField, determine which file attachment field you will be connecting to the AIField. You can use an existing file attachment field, or create a new one. Both single file attachment fields and multiple file attachment fields can be used.
The file attachment field can be in any static section, and does not need to be in the same section as the AIField. However, if either the file attachment field or the AIField is in a collection section, then the two fields must be in the same section.
One file attachment field can be used for multiple AIFields.
Add the Text AIField
Once you’ve determined your desired file attachment field, you can add the AIField.
Click the section where you’d like to add the AIField. An AIField can be in any static section. If the AIField is in a collection section, then the file attachment field must be in the same section.
Click Add Field/Widget, and select either the Text - Multiple Lines or the Text Multiple Lines (Large) field type. (Learn more about text fields.) Fill out the field name and other properties as you would normally.
Toggle on AI-Analysis. Once this option is turned on, you will see fields for linked file attachment field and analysis type. Select the file attachment field that you’ve chosen, and then select desired analysis type. To see a more detailed list of what each analysis type does, refer to the table above.
Once you’ve selected the file attachment field and the analysis type, click Create. The AIField is now ready to use! When that section is open in the Customs Editor, the AIField will be noted with an AI Linked badge.
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