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Import & metadata

Review and confirm AI analysis results

Check the values the AI found in your documents, correct them, and confirm them so they feed reminders and reports.

Written By Sebastian

Last updated About 4 hours ago

When you import a document, fynk's AI analysis suggests its document type, parties, dates and other metadata. These are suggestions until you confirm them. Only confirmed values are used for reminders, the calendar, dashboards and filters.

Available on all plans

Review the results

  1. Open an imported document. If results are waiting, fynk shows Review AI results.

  2. Go through the suggested values. Click a value to jump to the passage in the PDF it was taken from.

  3. Correct anything that's wrong or missing by editing the value directly.

  4. Click Confirm results.

The values are now saved to the document. The document type, parties and dates are set, and reminders are scheduled.

Review a whole import

Filter the document list by the import name to see all documents from one batch. Review them one by one, or select several documents and choose AI analysis → Apply existing analyses. Click Apply on … documents to apply open results without manual review. Documents already in signing are skipped.

Apply results automatically

If you trust the results for your documents, you can skip the manual review. Go to Account Settings → Document workflow and turn on Auto-apply AI analysis by default. AI analysis results are then applied automatically when you import documents.

We recommend reviewing manually for your first imports. Turn on automatic apply once your document types and metadata are tuned.

Analyse a document created in fynk

To run the AI analysis for the first time on a document created in fynk or from a template, open the document, go to General → AI Analysis and click Create.

Good to know

  • The AI only extracts what's written in the document. If a contract doesn't state an end date or notice period, the field stays empty. Enter it manually if you know it.

  • Check start dates carefully. Many contracts have a signing date and a different start date.

  • If a value isn't found at all, the field may not be assigned to this document type, or its description needs improving. See AI analysis didn't find a value or can't process a file.

  • Your own company is only recognised as an internal party if it's set up in My Parties.

  • Documents are stored even if you haven't confirmed the results yet. Nothing is lost, but reminders won't run.

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