Can Navigator AI detect data from a document header or footer?

Question

Good Day,Is it possible to add a custom field such as “Template ID” for Docusign AI to detect the ID and categorize it into a custom agreement type?For example, if there is an internal agreement template with ID “1234” on a document footer, which is a custom agreement type called “broker agreement”, can I include this ID as a custom field and also put it in the agreement type definition for the AI to detect the agreement type accurately?Thank you

Melanie.Panguito · Accepted Answer

Hello ​@jparsons,Thank you for reaching out, and a warm welcome to the Docusign Community! We are absolutely delighted to have you here and can't wait to share our knowledge with you.Regarding the question, technicallyyou could,but we would not recommend it. Extracting information from the header and footer is less reliable than utilizing information in the main text. Therefore, we recommend building a custom type with definition and examples.Sharing helpful articles:Enable AI Detection for Custom Agreement TypesTest the AI Detection Accuracy for Custom Agreement TypesEnable AI Detection for Custom FieldsWriting "Good" Definitions for AI DetectionI hope this is helpful. If you consider the response aboveuseful, please click “Select as Best” to mark it as the “Best Answer ✅.” This will assist other users with similar questionsin finding it more easily. Thank you!Best regards,Melanie |Docusign Community Moderator"Select as Best"below if you find the answer a valid solution to your issue

Melanie.Panguito · Answer

Hello ​@jparsons,I trust all is well.I want to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible. Thank you!Best regards,Melanie |Docusign Community Moderator"Select as Best"below if you find the answer a valid solution to your issue

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