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Adds documentation for the recently added AI features Includes details for how users can enable AI features for their team or organisation Also includes details for how self-hosters can setup their instance to allow for AI features
68 lines
2.9 KiB
Text
68 lines
2.9 KiB
Text
---
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title: AI Recipient & Field Detection
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description: Use Documenso’s AI helpers to detect recipients and fields in draft documents.
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---
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# AI Recipient & Field Detection
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Documenso can suggest recipients and place fields automatically using Google Vertex AI (Gemini). The feature is optional and only available when your organisation or team has **AI Features** enabled. Documents are processed securely and providers do not retain your data for training.
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## Requirements
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- AI Features must be enabled in **Document Preferences** for your organisation or team.
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- The envelope must be in **Draft** status.
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- Helpful rate limits are in place (up to 3 detection requests per minute per IP) to prevent abuse. If you see a “too many requests” message, wait a minute or two and try again.
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### Enable AI features
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1. **Organisation settings**:
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Settings → Document Preferences → **AI Features** → Enabled.
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_This applies to teams that inherit organisation defaults._
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2. **Team settings**:
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Team Settings → Document Preferences → **AI Features** → choose Enabled, Disabled, or Inherit.
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## Detect recipients
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Use this to identify who needs to sign or approve.
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1. Open a draft document/template and go to the **Recipients** panel.
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2. Select the **sparkle** button to start detection. If AI is enabled, uploads launched from the dashboard will open the detector automatically.
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3. Wait for progress to finish, then review the suggested recipients.
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4. Remove any incorrect entries, then **Add recipients** to apply them. Existing recipients and duplicates are preserved.
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Notes:
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- Detection is unavailable once an envelope is completed.
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- You can re-run detection if you update the document; each run counts toward the rate limit.
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## Detect fields
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Use this to auto-place fields on the pages of a draft.
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1. Open the envelope editor and switch to the **Fields** tab.
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2. Select **Detect with AI**. Provide optional context (e.g., “Alice is the tenant, Bob is the landlord”) to improve recipient assignment.
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3. Watch the progress indicators; they update per page and total fields found.
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4. Review the summary and choose **Add fields** to place them in the editor.
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Notes:
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- Works only for draft envelopes and teams with AI features enabled.
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- Existing fields are masked during detection to avoid duplicates.
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- Fields are assigned to recipients based on nearby labels and your context message; you can edit them after adding.
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## Best practices
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- Keep labels near the intended fields (e.g., “Tenant signature”, “Buyer email”).
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- Provide short context when roles are ambiguous.
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- Always review suggestions before sending; AI assists but does not replace final checks.
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