AI-Powered Field Detection

DocEndorse uses AI-powered document intelligence to automatically detect and assign fields within your documents. Instead of manually dragging and dropping each field into the document, the AI can identify the fields that are required and determine which recipient or role they should be assigned to.

You can use AI-powered field detection by selecting the AI button within the document editor.

The AI assistant analyses the content and layout of your document to identify fields such as:

• Signatures
• Initials
• Dates
• Names
• Email addresses
• Text fields
• Checkboxes
• Other relevant form fields

The AI can also identify the main parties or roles mentioned in the document, such as landlord, tenant, client, lawyer, buyer, or seller.

Reviewing Detected Fields

When you use the AI agent to prepare a document, the fields it identifies are automatically detected as part of the workflow.

You can then review the detected fields before sending the request. If multiple fields have been identified, you can scroll through them to review each field and select the ones you want to use.

You remain in control of the final document. You can:

• Select the fields you want to keep
• Remove fields that are not required
• Add additional fields
• Change or adjust field details where necessary
• Review the location and information associated with each field before applying them

This allows the AI to handle the initial setup while giving you the final say over which fields are included in the document.

Assigning Fields to Recipients

When preparing a signature request in the editor, you can assign your recipients to the roles identified by the AI.

For example, if the document identifies Landlord and Tenant roles, you can assign the appropriate recipient to each role and click Update. The fields detected for those roles will then be automatically assigned to the corresponding recipients, without requiring you to manually drag and drop each field.

Using AI Detection with Templates

AI-powered field detection can also be used when creating templates.

If you create recipient roles based on the roles or labels identified in the document, the AI-detected fields can be automatically assigned to those roles. This makes it easier to create reusable templates without manually configuring every field.

Accuracy and User Approval

Our intelligent document assistant is designed to provide highly accurate field detection. However, the accuracy of both field type detection and recipient or role assignment depends on the content, structure, and layout of the document.

Field detection can be up to 99% accurate, while identifying the correct recipient or role can vary depending on the document and may range from approximately 70% to 99%.

AI-generated field placements and assignments should therefore always be reviewed before they are applied to the document. The user remains responsible for approving the final field locations, field types, and recipient assignments before sending the signature request.