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Discovery Framework and Assessments
Configure AI Validation and Prefill for Document Upload Questions

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Configure AI Validation and Prefill for Document Upload Questions

Set up AI prefill and validation on each file-upload question in your assessment form. Choose which answers AI extracts from the document, ask for consent, and warn or stop uploads that fail a check.

Required Editions

View supported product editions.
User Permissions Needed
To configure AI Settings on assessment questions: View permissions information.

Turn on AI-Powered Document Upload Validation and Prefill in Discovery Framework General Settings. See Turn On AI-Powered Document Upload Validation and Prefill.

AI-Powered Document Upload Validation and Prefill uses AI to extract data from the documents that your users upload, prefill the linked assessment answers, and check each file against the rules that you set. Your users spend less time entering information manually and get immediate feedback about document issues.

  1. In the assessment form, before you build the Omniscript, add the questions that require your users to upload documents, such as address proof or bank statements.
  2. On a question that requires a document upload, click AI Settings.
  3. To ask your users for consent before AI processes an uploaded document, turn on Ask Before Prefilling. Then keep the provided consent message, or edit Consent Prompt Text to write your own.
  4. To prefill answers from the uploaded document, on the Pre-fill tab, turn on Prefill Question from File. Then, under Questions to Prefill, select the questions to prefill automatically.
  5. To validate uploaded files, on the Validation tab, turn on AI Upload Validation. For each check that you want to apply, such as File size or File type, select the check, and then complete these steps.
    1. Set the check to Stop Upload to reject an invalid upload, or to Warn User to let your users continue after a warning.
    2. Enter the check details, such as the maximum file size or the allowed file formats.
    3. In Message to show the user if this fails, enter the message that your users see when the check fails.
 
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