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How to Extract Metadata Using AI

To comply with the Electronic Book Storage Act, the following transaction-related metadata is automatically extracted from documents using AI:

  • Business partner name

  • Transaction date (start date and end date)

  • Transaction amount

By leveraging this feature, manual data entry becomes unnecessary—helping prevent input errors and significantly streamlining storage and search operations.

①Completed e-Signature documents (Input values entered by signers are also subject to extraction)
②ScanTime: Imported files

*To use this feature, please enable “AI metadata retrieval” from the Group Owner settings screen.
*This feature is available to users on a paid plan only.

1.Click the document name to open the Document Details screen.

2.In the Contract Metadata section, AI-extracted data will be displayed. Please review the contents and click [Confirm].
*Please ensure the extracted information is accurate before saving.
*After saving, you can also manually edit and update the information as needed.

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