Quickly pull out the information you're looking for.
Extract allows users to gather essential information from lengthy documents at ease. This improves efficiency across the entire process, especially during the initial stages of assessing an opportunity. Once the document has been selected/uploaded, Extract can rapidly pull out key information, such as priority topics, compliance requirements, dates and timelines, and statistics.
Accessing Extract
You can access the Extract tool by clicking the Extract tab on the left-hand side of the platform.
Select document
With Extract, you have three methods of providing the document to extract from:
- If the document already lives in your library, then simply navigate to and select the document in the 'Library' pane.
- If it does not, you can drag and drop the document into the 'File Upload' pane.
- Lastly, if it is plain text you want to interrogate, you can go ahead and just paste the text into the 'Paste Text' pane.
Extract
You can extract information using one of the pre-defined buttons, or if you need something more nuanced, you can create your own extraction using the 'Custom Extraction' button.
Summarise
As well as extracting information, you can generate summaries.
There are multiple pre-defined summaries available, but if you would like to define your own, you can, with the 'Custom Summary' button.
Shred
You can use Shred to pull out key requirements from a document according to common requirement keywords and automatically populate them in a Microsoft Excel spreadsheet.
'Default Shred' will pull out requirements based on the following keywords:
- Will
- Must
- Should
- Shall
'Custom Shred' allows you to define your own set of keywords.