How to upload contracts with AI – netLex | Help Center

🎯 Objective

This article will explain how to upload contracts to netLex using the Artificial Intelligence functionality for data extraction, optimizing the filling and management of your documents.

This article contains the sections:

What is contract upload with AI?
When to use upload with AI?
How to upload a contract with AI?
Guided Tour
Frequently Asked Questions

💡 What is contract upload with AI?

The contract upload with AI in netLex is a powerful feature that allows users to import existing documents into the platform and then use Artificial Intelligence to automatically extract and fill in the document's management properties. Unlike manual upload, AI speeds up the process of cataloging important contract information such as dates, parties, values, and other relevant clauses.

🔍 When to use upload with AI?

The option to upload a contract with AI is ideal in several situations:

When you seek speed and automation in filling out management properties.
For large volumes of documents that need to be imported and classified quickly.
To ensure standardization and accuracy of the extracted information, reducing human error.
When the AI Extraction functionality is enabled in your netLex environment.
To optimize the team's time, allowing the system to handle repetitive data extraction work.

⚙️ How to upload a contract with AI?

To upload a contract using Artificial Intelligence, follow these steps:

On the Documents screen, click New.
Select the Upload with AI or Via Template option, choosing a template configured for contract upload with AI.
Select the contract file from your computer.
When the "Enable automatic AI extraction" option appears, enable it.
The system will process the document to extract the information.
After extraction, the document will be uploaded to the platform with the Management Properties automatically filled by the AI. You can review and adjust this information if necessary.

💡 AI transforms the upload process, making it much faster and smarter!

🚀 Guided Tour

For a visual demonstration of how to upload a contract with AI, click Start!

❓ Frequently Asked Questions

Can I edit the properties filled by the AI?
Yes, all properties filled by the AI can be edited and adjusted manually after extraction.
Does the AI functionality need to be enabled?
Yes, AI extraction is a separate feature that must be enabled in your netLex environment according to your contract.