Executing AI Capture During Import

<< Click to Display Table of Contents >>

Navigation:  Add-ons > DocAI Add-on > AI Capture >

Executing AI Capture During Import

AI Capture extracts data from PDF documents during the import process for configured profiles. The captured values are automatically populated into profile index fields based on the configured AI Capture settings.

 

AI Capture runs when importing a PDF document into Docsvault or when Scanning a document in Docsvault scanning interface. Depending on the execution mode of the AI job, the extraction can begin automatically or when the user clicks the blue Ai-fill AI icon.

 

How AI Capture Works
 

AI Capture Import

AI Capture Import

 

Select the location where you want to import the documents

Add PDF files using Import Docs or drag and drop files into a folder.

If Automatically execution mode is enabled in AI Capture, AI Capture procedure will run automatically.

The extracted values are populated into the corresponding index fields.

Review the captured values.

Click Import to save the document.

 

Manual Execution

If Manual execution mode is enabled in AI Capture, click the Ai-fill AI button to execute AI Capture.

 

 
Additional Fields

Values captured using Additional Fields are not mapped to index fields but can be used in:

 

Filename

Description

Document Notes

Dynamic Filing Location

 

In the example shown, AI Capture extracts Comments and automatically populates the Notes field.

 

These values are inserted based on the configured Dynamic Filing Template.

 

 

note Notes:

If AI Capture does not process as expected, review the AI Tools log file for details.

AI Capture works with PDF documents only

AI Capture runs during import

Captured values can be edited before importing

Manual execution requires clicking the AI button