DocuAI is an AI-driven tool that provides document analytics. DocuAI is availabe for non-SSO customers.
Important! DocuAI is a tool that Intralinks' customers can use to explore Intralinks AI functionalities and provide feedback. DocuAI does not affect VDRPro VDRs, VIA Pro workspaces, or any documents stored in any other product. No customer data is stored by Intralinks. Documents are deleted after each session.
DocuAI can perform the following functions:
- Answer a question (conversational AI) - This feature is available only in English. You can ask simple questions and get immediate answers that allow you to uncover essential information from an uploaded document.
- Find document highlights - DocuAI classifies documents into one of 16 potential categories, allowing quick sorting and prioritization. It also extracts up to six pivotal keywords from each document, allowing you to understand the core themes without diving deep.
- Generate a summary - Provides a concise overview, enable yo to understand a document's essence in seconds, and decide if you need to examine the document more deeply.
- Surface sensitive information (PII) - Finds sensitive information in a document to help you maintain confidentiality and compliance.
- Translate to English - DocuAI supports multiple languages, ensuring the you are not hindered by linguistic barriers, and facilitates smoother international transactions and collaborations.
Video - Getting Started with DocuAI
Check out this video to see how to incorporate AI-enabled technology into your dealmaking process with DocuAI.
Guidelines
- Only PDF and CIM (Confidential Information Memorandum) file types are supported
- One file at a time can be analyzed
- PDF files can have a maximum of 500 pages
- CIM files can have a maximum of 200 pages
Providing feedback and getting technical support
Contact support at DocuAISupport@sscinc.om
To provide feedback, click Give Feedback within the application or click the thumbs down icon for a section in the AI Insights tab or CIM Analysis tab, enter the reason why the analysis is not helpful and click Submit.
How to use DocuAI
DocuAI is available from the App Switcher in all products for users whose companies are not using SSO. If your company uses SSO, you can access DocuAI using a non-SSO account from https://docuai.intralinks.com/ai/upload.
Note: No data is stored. When you end the session, the files are deleted.
Upload a document and view analytics
- From the App Switcher, select DocuAI or navigate to https://docuai.intralinks.com/ai/upload.
- Select one of the following options:
- To experiment with DocuAI without using your own PDF file, click Use Sample PDF.
- To upload your own file, click Select PDF Document. Navigate to the document and click Open. If the document is too large, a message is displayed. Click Upload another PDF.
The left pane shows the document with sensitive information highlighted. The AI Insights tab in the right pane shows document highlights, the document summary, and sensitive information. If you have uploaded a CIM file, the CIM Analysis tab in the right pane shows the CIM analysis. Note that this tab may take several minutes to display.
- (Optional.) You can perform the following options for a particular section in the right pane.
- If you have uploaded a file in French, German, Portuguese, Spanish or Italian, you can view the English translation of the Summary by clicking English Translation.
- Select thumbs up to indicate that the information looks good.
- Select thumbs down to indicate the information needs improving. Enter how the information can be improved and click Submit.
- Copy the information, which can then be pasted into another document.
- Expand the Summary and Sensitive Information sections to show more.
- For CIM files, in the CIM Analysis tab, click Export to Word to export the CIM analysis to a Word file for later use.
Ask a question
- Upload a document as explained in the previous procedure.
- In the right pane, click Ask a Question.
- In the Ask your question field, enter a question and click the arrow button. The answer is displayed along with three more suggested questions that are based on the document contents.
- Continue to ask questions as needed.