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Getting Started

Detect Fields

The Detect fields tool is engineered to help you reach a first draft of an automated template faster than ever before. This feature was released as Beta with v10.0. We will be collecting your feedback to further refine and enhance the tool to make the process of automation more efficient and streamlined.
Here's how it works: The tool analyses the contents of your document, identifying points of variable information that are likely to require a field. It then creates a corresponding variable for each identified data point and replaces it with a field in the document. The variable name, question prompt and data type will be automatically added for you to review in the dictionary.
Most importantly you, as the Author, are in complete control so you can decide whether the AI’s suggestions are accurate. The AI Markup Review panel allows you to navigate to the field in the document, go to the definition of the variable in the Dictionary Editor and accept or reject each detected field. Our goal is to make novice users confident with automation and give expert Authors back time to focus on what matters most.
To give you a better understanding of how this works, here's a step-by-step explanation:
  1. Open the document you want to create a template from. We have built this tool to work on both model and executed documents. To maximise the accuracy of the tool, make sure your document doesn’t contain any existing Contract Express markup and that it has fewer than 15,000 words.
  2. In the Contract Express ribbon, click the new “Detect fields” icon. This will open the AI Markup Review panel. Click the “Detect fields” button in the panel.
    Detect fields icon
    Detect fields window
  3. This will begin to analyse your document. It will take a couple of minutes to do so, you can continue to work in other Word documents in the meantime. Once complete, the fields will be inserted to your document with track changes enabled and the detected fields will display in the Review panel.
  4. Click View to navigate to the field in the document:
    Accept/Reject detected fields
  5. Click the Go to definition icon to open the definition of the variable in the Dictionary editor and make any necessary changes:
    Go to definition icon
  6. Click Accept to accept the insertion of the field in the document and Reject to reject the insertion and return the original text. Fields that are accepted or rejected will appear in a summary list in the panel:
  7. Once you have reviewed all the fields, you can carry on with the automation of the template as usual:
    Completed document with fields
We encourage you to try out this new feature and share your thoughts with us by filling out this quick survey. Your insights will be invaluable in helping us refine and enhance the tool. Together, we can create the future of document automation.
Find our more about Advanced AI Features here.

This article applies to:

  • Product: Contract Express