What is the New Index from File (AI) Feature?
Whether you’re gearing up for an audit, merger, or acquisition, organizing documents into a specific index is now effortless. Simply upload a file containing an index to ContractZen or snap a photo of an index, and let our AI create a structured SmartIndex for you in seconds, saving you time for critical tasks.
What Does It Do?
This feature allows you to upload a file or a photo containing an index—such as a due diligence checklist—and our AI will generate a structured SmartIndex within ContractZen. You can then tag contracts, meetings, or entities to the index and keep everything well organized.
How Does It Help You?
- Saves Time: Instantly create dynamic SmartIndexes from files, skipping manual setup.
- Boosts Efficiency: Streamline due diligence, audits, or other projects with a ready-to-use index.
- Flexible: Edit the AI-generated index to fit your needs, seamlessly integrating with ContractZen’s tools.
How to Use It
- Go to the Manage SmartIndexes page in your ContractZen account.
- Click the "New Index from File (AI)" button.
- Upload a supported file: image files (e.g., JPG, PNG), PDFs, Office documents (e.g., Word, Excel), or text files.
- Let our AI process the file and generate a structured SmartIndex based on your uploaded index.
- Review and edit the index if needed, then tag your contracts, meetings, or entities.
- Share your organized index using our built-in VDR.
Things to Know
- Access Rights: You need Manage SmartIndexes and AI Assistant & Metadata Extraction access rights to use this feature. If you don’t have these, ask your account administrator to grant them.
- AI Quota: This feature consumes your AI Quota.
- File Limitations: Indexes embedded in images within Office files (e.g., an image of an index in a Word document) might not process correctly. Use clear text or standalone images for best results.
- Supported Formats: Upload image files, PDFs, Office documents, or text files to create your index.
Example Use Case: Bring Your Folder Structure with You
You're excited to start using ContractZen, but you’ve spent years organizing your documents in a well-thought-out folder structure on your current system—and you'd love to keep that organization going.
No problem!
Just take a photo of your current folder structure right on your computer screen. This could be a screenshot or even a quick phone photo.
Then:
- Sign in to ContractZen.
- Navigate to SmartIndex > Manage SmartIndexes.
- Click the "New Index from File (AI)" button.
- Transfer the photo to your computer if needed, then upload it.
In seconds, ContractZen’s AI works its magic—automatically creating a fully functioning dynamic folder tree that mirrors your original setup.
Now, simply start tagging your documents into the new index. You can do it individually or go to the List view, select multiple files, and click "Add to Index" to organize them in bulk.
That’s it—your familiar structure, now supercharged with ContractZen’s smart features.
With the New Index from File (AI) feature, organizing due diligence has never been easier. Upload, edit, and manage confidently boosted by Azure OpenAI!