AI File Upload Configuration

The objective of this guide is to provide an in-depth understanding of how to use AI feature of File Upload control.

1st Step

  1. Begin by creating a blank transaction form.

2nd Step

  1. Add File Upload control.
  2. Configure all the attributes in design page based on the specified requirements of the form.

3rd Step

  1. Configure all the attributes in validation page based on the specified requirements of the form.

4th Step

  1. Configure all the attributes in design and api form of the advance page based on the specified requirements of the form.
  2. Turn on the "Enable File Extraction" property in the other page to get the AI-generated suggestions to assist you durring input or decission-making process.
  3. Enable File Extraction allows the system to extract structured data (schema) from uploaded files. Users can choose between Lama Extraction or AI Extraction methods. Once enabled, the extracted schema appears in the provided field, and users can attach the file for processing.
  4. Send Model In Payload allows you to include dynamic model variables in the API request. Each key-value pair (e.g., prompt: value, schema: userprompt) is sent as part of the payload, enabling the backend to process custom inputs based on user interaction or extracted data.

5th Step

  1. In the "Send Model In Payload" section, the keys prompt and schema are linked to actual input fields in the form.
    1. The value for prompt comes from the dropdown field where value is selected as the data field.
    2. The userprompt for schema is taken from the text area input whose Database Field Name is set to userprompt.
  2. This setup ensures that user-selected and user-entered data are dynamically included in the payload sent to the backend for processing.

6th Step

  1. You are linking an Upload control to a Text Area to display the processed document output.
    1. The file upload control has a Database Field Name set as UploadDocument.
    2. This field receives the uploaded (e.g., .docx or .pdf) file.
    3. The Text Area where the output is shown also uses the same Database Field Name UploadDocument.
    4. This ensures the filled document content (after processing) appears here.
  2. When the user uploads the NDA template and enters prompt details, the system processes the file and shows the generated content in the text area automatically, since both controls share the same field name.

Final Output: