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  • Getting Started
    • Account Opening
    • Purchasing A Plan
    • Set Up Account
    • Adding A Digital Signature and Initials
    • Setting Permissions
    • Sending Your First Document Out For Signature
    • Self-Signing A Document
    • How A Recipient Signs A Document
    • How Does This Work
  • General
    • Managing Notifications
    • Handling PDF Copies
    • Customize date format and time zone
    • Set Up Branding
    • Set Acceptable Signature Types
    • How To Upload Documents
    • Password Protect Signing
    • Requesting Signer Attachments
    • Adding An Attachment To Requests
    • Ewitnessing A Document
    • Getting Documents Signed In Person
    • Tracking E-sign Requests
    • Handling Audit Trails For E-signatures
  • Users and Teams
    • Creating A Team
    • Invite New Users
    • Inviting New Team Members
    • Inviting New Members To A Sub-team
    • Sharing Documents With Team Members
  • Productivity
    • Creating A Template
    • Using A Template
    • Send Bulk Signature Request
  • Handling The Editor
    • Adding Object Fields
    • Resize, Remove, and Move Object Fields
    • Sign, Date, or Initial a Document
    • Setting Editor Layout
    • Approve or Disapprove A Document
    • Responsiveness of the Editor
    • Live Search Document
    • AI Powered Field Detection
  • Integrations
    • Integrations
    • Google Workspace Integration (DocEndorse Connect)
    • Connect With Office 365
    • Signing/Redacting Documents Within Microsoft Outlook
  • Collecting Payments
    • Connecting to Your Bank Account
    • Managing Your Payment Transactions
    • Preparing Documents To Collect Payments
    • Setting Up payments On Your Account
  • Managing Contacts
    • Adding A Contact
    • Editing or Deleting A Contact
  • Reports And Analytics
    • Get Reports
  • Managing Subscriptions
    • Managing Your Subscriptions
    • Cancelling Your Subscriptions
    • Updating Your Subscriptions
    • Updating Your Payment Method
  • Redact Documents
    • How to Redact A Document
    • Quickly Find and Redact Text
  • Managing Documents
    • Managing Your Documents
  • Using The Ai Agent
    • About Our AI Agent
    • Our Document Intelligence
    • Using the Ai E-sign Assistant

AI Powered Field Detection

You can use our intelligent document assistant to detect and assign fields to recipients, or to roles automatically by using the AI button inside the editor. Our AI - assistant will search for all fields and attempt to detect the type of field (whether signature, date, name, email etc) based on the information content in the document. It will also detect the main parties in the document (e.g. landlord, tenant, lawyer).

If you are using the our editor just before sending out a request you will have the option of assigning the recipients you listed to the roles that have been discovered in the document, you simply set the role of the recipient listed and then click update. This will allow you to automatically assign the fields discovered to your recipients without the need to drag and drop a field.

If you are creating a template and you create roles based on the labels in the document, the fields located will be automatically assigned to the roles you have identified.

Our intelligent document assistant is 99% accurate when it comes to detecting fields. Detecting the type of field, and who it should be assigned to, is dependent on the information content and the layout of the document. The accuracy of this areas varies between 70% to 99%. In any case the user is required to approve the field location and data before it is applied to the document.

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Whether you're handling 10 documents or 10,000, our AI-powered signing assistant will save you time, reduce errors, and close loops faster.

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