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Turn On Document AI for Single Document Contract Extraction

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Turn On Document AI for Single Document Contract Extraction

Enable Document AI as the preferred extraction method for contract documents. When enabled, Document AI runs automatically and falls back to other configured methods when limits or conditions aren’t met.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To turn on Document AI:

CLM Admin User

AND

Contracts AI User

Before you begin:

  1. Enable Einstein Generative AI.
    1. From Setup, in the Quick Find box, enter Einstein Setup, and then select Einstein Setup.
      If you can’t find Einstein Setup, make sure that your org meets the prerequisites for the generative AI features that you plan to use. For more information, contact your Salesforce account executive.
    2. Turn on Einstein.
  2. Enable Document Extraction with Document AI.
    1. From Setup, in the Quick Find box, enter Contracts AI, and then select Contract Extraction.
    2. Turn on Contract Document Extraction.
    3. Turn on Document Extraction by Using Document AI.
 
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