This feature enables DMS to use AI Copilot to assess whether a document's contents comply with regulations. The feature can analyze the contents of these file types (docx, pdf, xlsx, xml, UI themes, report RDLX), except SQL and BPMN.
Access the DMS from the left pane.
The DMS page opens in a new page, as shown in the example below. Navigate to a DMS folder to view the documents.
Use the “Search” text box to filter the document list.
Select the document in the table, then click the “Access” icon to view the document’s access information.
The “Access Details” are displayed in a pop-up window, as shown in the example below. Access has been configured for user and application roles. The ADMIN user has default privileges for “View, Download, Remove, Update, Archive, and Permission.” Non-admin (regular) users need download access to save a copy to a local folder.
Click the ellipsis to open the context menu for this document. You can access the following features: “Copy, Rename, Remove, Check Out, Send Document, Get URL, Download, AI Copilot, Permissions, View History, View Revisions, Archive, Classifications, Document Expiration and Details.” Select the “AI Copilot” menu option.
The document name is displayed. Select the AI Criteria from the drop-down list to apply to the document. Provide your question text. Click the “Submit” button to initiate.
The following AI criteria can be applied to the document types (docx, pdf, xlsx, xml, UI theme, and report rdlx, except SQL and BPMN)
- Ask Question
- Classify Document
- Detect Missing Clauses
- Document Violates Policy
- Extract Key Terms
- Extract Metadata
- Generate Summary
- Has Personal Information
- Policy Compliance Check
- Policy Compliance Scoring
Select the AI Criteria from the drop-down list to apply to the document.
AI Criteria - Ask a question. Enter the question text, then click the “Submit” button. The response appears at the bottom, as shown in the example below.
AI Criteria - Ask a question. Enter the question text, including content from the document, and click the “Submit” button. The response appears at the bottom, as shown in the example below.
AI Criteria - Classify Document. Select this option, then click the “Submit” button. The response will appear at the bottom, as shown in the example below.
AI Criteria - Detect Missing Clauses. Select this option, then click the “Submit” button. The response will appear at the bottom, as shown in the example below.
AI Criteria - Document Violates Policy. Select this option, then upload the document containing the policy triggers. Click the “Submit” button. The response will appear at the bottom, as shown in the example below.
AI Criteria - Extract Key Terms. Select this option, then click the “Submit” button. The response will appear at the bottom, as shown in the example below.
AI Criteria - Extract Metadata. Choose this option, then click the “Submit” button. The response will appear at the bottom, as shown in the example below.
AI Criteria - Generate Summary. Choose this option, then click the “Submit” button. The response will appear at the bottom, as shown in the example below.
AI Criteria - Contains Personal Information. Select this option, then click the “Submit” button. The response will appear at the bottom, as shown in the example below.
AI Criteria - Policy Compliance Check. Select this option, then upload the document containing the policy triggers. Click the “Submit” button. The response will appear at the bottom, as shown in the example below.
AI Criteria - Policy Compliance Score. Select this option, then upload the document containing the policy score checklist. Click the “Submit” button. The response will appear at the bottom, as shown in the example below.
