How to Enable the AI Feature (Smart Automations)

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Learning Center Mekari
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How to Enable the AI Feature (Smart Automations)

In Mekari Sign, you can enable the AI feature to help identify document types and automatically extract important information. This feature makes it easier for you to manage documents more quickly and efficiently. Here are the steps.

  1. Go to the Settings menu.

  2. In the Preferences tab, then click “Smart automations”.

  3. Then you will see several AI features that you can enable/disable by toggling the toggle.

    Explanation:

    Automate document type selection Helps you automatically select the document type.
    Document summary An AI feature that can display a summary of a document.
    Automate summary extraction

    Automatically runs the Document Summary feature after the document is sent.

    However, you need to enable the Document summary first.

    QnA with AI

    Enabling this feature allows you to ask AI questions about the content of your document.

    Make sure the Document Summary feature is enabled first.

    AI Signing Assistant An AI feature that helps you understand the document before signing it by providing a document summary and allowing you to ask questions about the document content directly from the Inbox.

    This feature is only available for single signing processes and requires the QnA with AI feature to be enabled.
    Predict document annotations This feature helps you automatically place annotation locations (eSignature/Initial/eStamp).
  • Here is an example of using Automate document type selection to help you automatically select the document type.
    Upload documents (1).gif
  • Here is an example of using Document summary to help you get a summary of a document.
    Document Summary.gif

  • Here is an example of using QnA with AI to help you ask questions related to the document content.
    QnA with AIRENE.gif

  • Here is an example of using AI Signing Assistant to assist you before signing a document from the Inbox.
    QnA with AIRENE.gif

  • Here is an example of using Predict document annotations to help you automatically determine the position of annotations on the document.
    AI Auto Annotatio.gif

That concludes the explanation on how to enable the AI feature. Next, learn how to implement AI usage on documents here.