Apply Artificial Intelligence(AI)
The Artificial Intelligence (AI) tab in the document viewer allows users to apply AI-powered actions to documents to streamline workflows, analyse content, and detect potential issues. Users can simplify content, summarise text, analyse legal implications, and detect inconsistencies or errors within a document using the default AI tools, or configure custom AI tools as required.
The AI tab appears as the third tab in the Document Viewer and is available only when the Artificial Intelligence (AI) option is enabled for the user in Recipient Permissions.

Apply AI to the document
Follow these steps to apply AI to a document:
Click the AI tab from the viewer toolbar.
Select the AI option you want to apply.
When prompted, select the page(s) on which you want to apply AI.
Click on the 'Generate' button.
Review the AI-generated response. To regenerate the response, click the 'Regenerate' button.
AI Options
The following 4 default tools, and any custom-configured AI tools, will appear in the listing for the user to use.
Simplify Content
Simplify complex text for non-experts and return a structured explanation.
Summarize
Return a short summary of the provided text.
Legal Implications
Analyse legal implications for the provided text.
Error Detection
Detect inconsistencies, contradictions, missing details, and other potential issues in the provided text.
By using Artificial Intelligence (AI) features, you agree that the document content may be securely transmitted to third-party AI service providers for processing. The information will be used solely to provide AI-powered features and will not be shared with unauthorised parties.
The AI tools will return responses in the same language as the document being processed.
The names of the AI tools will be displayed in the language configured under the localisation settings within the AI tools configuration.
To view the full AI configuration and application use case, click here.
Last updated
Was this helpful?

