Initiate metadata extraction from a contract
Use generative AI capabilities to extract metadata from a signed contract attached in a contract repository record.
Before you begin
Ensure that Now Assist has data access or your role. For more information, see Configure data permissions for Now Assist skills.
Role required: sn_cm_gen_ai.ai_contract_fulfiller
About this task
You can also configure the system properties to automatically initiate the metadata extraction process once the contract repository record is created. For more information, see Configure system properties for contract metadata extraction.
Note: Contract metadata extraction using generative AI capabilities is not available when the Manage contract repository agentic workflow is enabled.
Procedure
- Open a contract repository record where you want to extract information from a contract.
| Method | Steps |
|---|---|
| Contract Workspace |
|
| Workspace used by your application |
|
Select Initiate metadata extraction.
A message appears stating that the metadata extraction process has been initiated. You receive an email notification when the process is completed.
The Review extracted metadata button appears on initiating the metadata extraction. You can select the button after the metadata extraction is completed.
What to do next
Parent Topic:Contract metadata extraction using Now Assist in Contract Management