This guide explains how to automatically extract contract custom fields from the main text of a contract.
Values can be automatically retrieved from the contract text based on extraction rules (prompts) set for each field.
What are contract custom fields?
About AI extraction of contract custom fields
You can configure AI extraction for contract custom fields.
Based on the extraction rules (prompts), set for each field, values are automatically retrieved from the contract text. This reduces the burden of manual input and prevents input errors, and inconsistent spellings.
The extraction results are displayed in the [Contract information] → [Attributes] tab on the contract detail screen.
How to perform AI extraction of contract custom fields
1. Create contract custom fields
Go to [Admin settings] → [Contract Management] → [Contract custom fields]
Click [+Add Field]
3. Enter a field name and click [Set AI Extraction]
💡 Info
You can add up to 50 contract custom fields.
You can also set AI Extraction by clicking the [∨] next to [+ Add Fields].
2. Set the extraction rules (prompts)
Enter or edit each field in the AI extraction settings screen.
Field | Description | Input limit | Settings |
Field name | Enter the name of the field to be displayed in [Contract information]. | Max 50 characters | Required |
Field description (AI extraction prompt) | Enter the instructions for extracting information from the contract.
For guidance, refer to [Tips for creating prompts for contract custom fields]. | Max 500 characters | Required |
Extraction result format | Enter the desired format or options for the extraction results. You can also specify a date format, define a list of options, etc. | Max 500 characters | Optional |
3. (Recommended) Test the extraction
You can check in advance if the prompt can successfully extract information from a contract.
Click [Preview Extraction Results] and check the preview on the right side of the screen.
4. Save the settings
Click [Save] at the upper-right corner of the screen.
The AI extraction will begin after saving.
⚠️ Notes
Contract custom field information is shared across all versions of a given document.
Therefore, if you upload a new version of a document after AI extraction is complete, the extraction process will run again on all versions (including previous ones) and the existing data will be overwritten.
However, if a field has been entered manually, its value will be carried over to the new version and AI extraction will not be performed.
If extracted text exceeds the field’s character limit, it will be shortened to fit.
💡 Info
If the preview results are not as expected, modify the Description and click [Rerun Preview].
To change the contract used for the preview, follow these steps:
1. Click [Select a different source file] in the upper right corner of the
screen
2. Select a different contract and click [Change]
Editing contract custom fields
⚠️ Notes
You cannot edit a custom field while an automatic extraction is in progress. Please wait for it to complete before editing.
Even if you change the automatic extraction settings, the process will not run again on files for which data has already been automatically extracted or manually entered.
To rerun the extraction on all files, including those already completed, delete the contract custom field and create it again.
Deleting contract custom fields
Stopping AI extraction for custom fields
You can cancel the AI extraction by clicking [Cancel extraction] on the right side of the Extraction progress bar.
💡 Info:
If you cancel AI extraction, the field will be in the following state:
AI extraction setting: Disabled.
Extraction progress: Any values already found will be saved automatically.
To restart AI extraction, see “Customize attributes for executed contracts,” then check Set AI Extraction and save your changes.
After restarting, extraction will run only for contracts where this field has never been extracted. Extraction will not run for the following cases:
No value was found, and the field remains empty
A user manually deleted the extracted value after extraction