Extracting document information with the Now Assist in Document Intelligence workspace

  • Release version: Xanadu
  • Updated October 1, 2024
  • 1 minute to read

    • Use the Document Intelligence workspace to review the information that was extracted from a document by Now Assist in Document Intelligence. You can also search for additional recommendations, flag fields, and identify missing information in the document.

    Document extraction overview

    Now Assist uses generative AI capabilities to provide recommendations for the field values that were extracted from the document. The Document Intelligence workspace provides document management features that enable you to quickly review and process text extraction.

    With the Document Intelligence workspace, you can:
    • Efficiently review the Now Assist recommendations, and confirm your document's extracted text.
    • Flag fields, identify missing fields, and review pending fields.

    For the Xanadu release, Now Assist in Document Intelligence includes the contract metadata extraction skill and the contract analysis skill. These skills are available with the Now Assist in Contract Management workflows. For more information, see Now Assist in Contract Management.

    Document Intelligence workspace example

    The following example shows the Document Intelligence workspace in the Now Assist in Contract Management workflow. Now Assist in Document Intelligence provides the field values that were extracted from the contract document.
    Figure 1. Document Intelligence workspace using Now Assist in Document Intelligence for extraction
    Now Assist in Document Intelligence workspace in Contract Management. For a text description, refer to the text that precedes this example.

    For more information on the Document Intelligence workspace, see Extract fields using the Document Intelligence workspace.