How to Fill Properties with AI

🎯 Objective

In this article, you’ll learn how to use netLex AI to read DOCX or Word files, analyze their content, and automatically fill Properties with data identified within the document.

This article includes the sections:

• What is the AI property-filling feature?
• How to use the AI?

🆕 What is the AI property-filling feature?

netLex can intelligently read the content of documents like contracts or agreements and extract information. Through AI, it recognizes specific information, such as party names, dates, terms, values, and obligations, organizing this data in table rows configured to facilitate document control and analysis.

With AI, you can:

• Automate data collection: extract key information directly from documents, eliminating manual data entry.
• Standardize and organize: maintain consistency in extracted information for uniform display across different records.
• Reduce errors and increase efficiency: minimize inconsistencies and speed up the management process for repetitive documents, like contracts and agreements.

📚 How to use the AI?

1. Prepare an Extraction Template
   Before beginning, prepare a template that will serve as a model for the AI. This template will help the AI understand the structure and format in which data should be organized and filled. Define in the template the properties you want to capture, such as party names, start and end dates, values, obligations, etc. Position each field exactly where you want the information to appear after the AI reads it.
   
   📌 Tip: Not sure where to start with your template or need help adjusting it? Check out this article we prepared for you: Organizing and Editing Templates
   
   
2. Upload the Document
   With the template ready, go to the document list, click “New,” and select the “Upload with AI” option. DOCX or Word files are accepted. During the setup, select the folder where the document will be saved and indicate the template you prepared. After uploading, the AI will analyze the document’s content and automatically fill each management cell with the corresponding information, exactly as defined in the template.
   
   
3. Upload the Document
   With the template ready, go to the document list, click “New,” and select the “Upload with AI” option. DOCX or Word files are accepted. During the setup, select the folder where the document will be saved and indicate the template you prepared. After uploading, the AI will analyze the document’s content and automatically fill each management cell with the corresponding information, exactly as defined in the template.

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Now you’re ready to automate property filling and simplify your work with contracts and agreements 🔢