The Precisely Platform: Key Features & Tools
      Back to home
      1. Help Center
      2. The Precisely Platform: Key Features & Tools

      Using Precisely’s AI-assisted contract registration

      Learn how Precisely’s artificial intelligence identifies contract metadata and allows you to create metadata tags and reminders with ease

      1. Inviting and setting up your team

      2. User roles

      3. Creating automated templates

      4. Generating contracts from automated templates

      5. Collaborating on templates and projects

      6. Negotiating contracts

      7. Using e-signatures

      8. Using Precisely’s AI-assisted contract registration

      9. Using Precisely’s contract archive

      10. Monitoring, reminders, and alerts

       

      Precisely’s artificial intelligence can help identify contract metadata such as dates, monetary values, and contract categories for you. Registering your contracts is as simple as accepting the AI’s suggestions. Currently, Precisely's AI is compatible for contracts in the English language. 

       

      HubSpot Video

      Registering a contract

      To register a contract using Precisely’s AI, simply:

      Screenshot 2022-07-26 at 10.43.57

      1. Click Archive in the top menu and select Show only unregistered in the left-hand menu,

      2. Click the document you’d like to register and open it in the registration view by clicking the View and register button,

      3. The AI marks up the metadata it identifies. To create a metadata tag or a reminder, simply click the markup and set the parameters for the metadata tag/reminder.

      4. The AI may also suggest metadata tags on the left-hand side of the registration view. Simply click the Add button to add that metadata tag.

      5. Once you have finished the process of accepting and/or adding all metadata in the contract, turn on the REGISTERED toggle button. By registering, you're marking that you've completed adding metadata for this document.

      Screenshot 2022-04-01 at 12.02.32

      Note: Our artificial intelligence is continually updated and improved as the machine learning algorithms process more and more contract data.

      If Precisely is not recognizing certain items in your uploaded documents or suggesting related metadata tags, that is most likely due to the system not being able to identify what those items are or what metadata tags they might relate to.

      If you have any feedback or want to learn more about Precisely’s AI, don’t hesitate to contact us.

       

      Next step