Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Turn On Document AI for Single Document Contract Extraction

            You are here:

            1. Salesforce Help
            2. Docs
            3. Salesforce Contracts

            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.
             
            Loading
            Salesforce Help | Article