---
sourceDocument: Australia Asset Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-asset-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Asset Management

ft:clusterId :

    - itam

bundleId :

    - itam

workflow :

    - Technology


---

# Initiate metadata and obligation extraction

# Initiate metadata and obligation extraction from a signed contract in the Software Asset Workspace {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Reduce manual effort by leveraging the Manage contract repository agentic workflow to extract key metadata and obligations from an uploaded signed contract, and calculate the contract reminder date.

## Before you begin

Role required: sn_cm_gen_ai.ai_contract_fulfiller, sam_admin/sam_user, sn_cm_gen_ai.ai_contract_config, and now_assist_panel_user

## About this task

Use the Manage contract repository agentic workflow to extract metadata and key contractual obligations from signed contracts. After extraction, the information is mapped to the appropriate fields in the software contract
record. Review the accuracy of the extracted information and make necessary corrections to the extracted field values as required.

## Procedure

1. Navigate to Software Asset WorkspaceLicense operationsContractsSoftware contracts.
2. Select New.
3. On the Create New Contract form, fill in the required Contract model and Contract number field values.  
   For a description of the field values, see [Create a contract](https://servicenow-prod.fluidtopics.net/IHtssDTiAvHbBZyVJABC~A "Create a contract with various contract models, which would act as a binding agreement between the two parties.").
4. Select Save.  
   After saving the software contract, the Initiate contract extraction button is displayed.
5. Select the Attachments icon ![]().
6. In the Attachments section, select Select Files.
7. Select the signed contract file.
8. In the Upload a file dialog box, select Upload.  
   The uploaded file is displayed in the Attachments section.
9. Select Initiate contract extraction and select one of these options in the confirmation message:
   * To mark your confirmation and proceed with extraction from signed contract, select OK.
   * To dismiss the extraction from signed contract, select Cancel.

   {#extract-metadata-from-uploaded-contract-document__choices_dsn_clh_mhc}  
   After you confirm and proceed with extraction, a confirmation message appears indicating extraction initiated for the signed contract.  
   After extraction is completed, a confirmation message appears on the contract form and Playbook tab is displayed.

## Result

After extraction is completed, a confirmation message appears on the contract form and Playbook tab is displayed.

## What to do next

Review the extracted metadata, contract reminder date, and obligations record.
**Related tasks**   

* [Review AI-extracted metadata and contract reminder date in the Software Asset Workspace](https://servicenow-prod.fluidtopics.net/~tk09VylWkgJlwqyKNGg9g "Use the contract playbook to review and update the AI-extracted metadata and contract reminder date.")
* [Review AI-extracted obligations Software Asset Workspace](https://servicenow-prod.fluidtopics.net/9IcmC1gsID9bO~G7D7j7OQ "Use the contract playbook to review, edit, approve, or reject obligations automatically extracted from contract documents. Approved obligations are added as obligations records in the Obligations tab of the contract repository.")
* [Create a contract](https://servicenow-prod.fluidtopics.net/IHtssDTiAvHbBZyVJABC~A "Create a contract with various contract models, which would act as a binding agreement between the two parties.")

*[\>]: and then