AIFields use the power of artificial intelligence to extract and organize information from documents. AIFields use a file as input and extract various types of information or generate summaries from the file, based on a list of analysis types.
The extracted information in AIFields can be pulled into reports or referenced in generated documents, just as other fields can be. Learn more about analysis types and setting up AIFields.
Note: This feature requires Docs+ and incurs a usage-based charge. Reach out to your account manager to learn more.
AIFields in Project
You can now see the AIField in your project. Both the link file attachment fields and the text output fields will have a sparkle icon indicator to show that they are AIFields or AI linked.
When a file is uploaded to the connected file attachment field and the section is saved, the AI analysis begins. While the analysis is being generated, you will see a loading icon. Mouse over the icon to see the status of the analysis. Once the AI analysis is finished for the document, this icon becomes a green checkmark to show that the AI analysis is successful.
- A status of OCR in progress means the document is being processed and its text is being extracted.
- A status of AI Analysis in progress means the document has completed OCR and is now being analyzed by the AI.
- Once the job is complete, you will see a success status message. At this time, you can refresh your page to see results.
The time it takes for AI analysis to run on a given document can vary. Most already-OCRed documents are analyzed in a matter of minutes. However, this can take longer depending on current usage and document length.
When the AIField text has been generated and the page has been refreshed, it will appear in the text field with the header text “AIField Analysis Start,” the attached file name, and the date and time the analysis was generated. The end of the AI analysis for that document is marked “AIField Analysis End.”
The text can be edited at any point. If you delete the attached file and reupload a new file, the generated text will be appended to the text field, rather than overwriting the existing text.
Multiple Uploaded Files
AI analysis is performed on every file that is uploaded to the linked file attachment field. If more than one file is uploaded to the file attachment field, the documents are analyzed one by one and the AI analysis for the newly uploaded file is added to the bottom of the output field, separated by the header and details.
Source Linking
Prompts that reference page numbers (those that provide specific information, like medical chronologies, rather than those that summarize information) automatically include embedded source links, guiding you to the page where the information was taken from in the original document.
Source links appear as links with the page number listed. Clicking the link opens the previewer for the source document in a new tab, automatically scrolled to the page listed in the link. If the information is sourced from a range of pages, rather than one page, the link will list the range (Pages 6-7, for example), and clicking the link takes you to the first page in the range.
You can also add your own source links manually. Click into the output field to edit it, and click the link icon at the bottom right. Select the page number you’d like to link to, and a link will be inserted to the chosen page of the source document.
Side by Side Doc Review
AIFields have a side-by-side view, where the AI output can be viewed side-by-side with the source document. This view allows for quicker and more efficient review.
Click Review AI Result to open the side-by-side view in a new tab.
On the left is the AI output text, and on the right is the source document. Click and drag the center dots to make the left or right side bigger or smaller as desired.
The project and document name are listed at the top of the page. General information, including the project, the document, and the time the output was generated, are listed in the Analysis Information box, above the output text. Click on the arrow in this box to expand or collapse it.
Output Side
On the output side, you can view and interact with the AI field output as you would in the project view. Click Copy to copy all of the text in the AI field to your clipboard. Click Edit to make edits in the field or to add a source link.
Document Side
On the document side, you can view the document that the AI output is using as a source. If the AI field is running analysis for multiple documents, then you can change the document by clicking the dropdown on the top right and selecting the desired document from the dropdown.
You can also use the plus and minus icons to zoom in and out on the document, and click on the magnifying glass icon to open the document search.
Source Links Review
As you review the AI output, click on a source link, and the document view will show that page. For example, if you clicked on a source link for page 2 of document B, then on the right hand side, document B would be opened, scrolled to the top of page 2.
Reporting
Admins may want to see how many pages of files AIFields have reviewed, understand how many AIFields they have generated over a set period of time, or discern how many times a certain analysis type was used.
AIFields information can be reported on using the new “AI Field Job List” report. You can find this report in the Create New Report list in the report builder.
The AI Field Job List report includes the following columns:
- Org name
- project name
- analysis type: the selected analysis type for this field
- filename: the name of the file the AI field drew from
- page count: the page count of the file the AI field drew from
- job status: whether the job is in Analyzing, Completed, Created, Queued, or Failed status
- username: the username of the user who uploaded the file
- email: the email of the user who uploaded the file
- target field: the name of the AI field
- target section: the name of the custom section containing the AI field
- created date: the date and time that the file was uploaded, when the AI field was triggered
- completed date: the date and time that the AI field finished generating
The AI Field Job List report can be limited by time period for either the created or completed dates, by project or Org, or by the following criteria concerning the AIField Job itself:
- analysis type
- file pages, including range
- user information
- status
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