Smart Extract is Revver's AI-powered feature that automatically pulls and saves metadata you care about from your documents. You will be able to easily automate filing, improve searches, drive reports, and power workflows, all triggered by metadata that Smart Extract finds. All without having to manually work on the file at all.

In order to view profile information and information collected by Smart Extract, your user will require the 'Profiles' feature to be enabled.

In order to enable Smart Extract on locations and files, your user will require the 'Profile Management' feature to be enabled.

To use automation features with the metadata that Smart Extract collects, your user will require the 'Workflow Management' feature enabled.

Smart Extract currently works with the following file types:

Smart Extract can also be run on files that contain handwriting.

As covered in the Access & Permissions Required section of this article, your user will require both the Profiles and the Profile Management feature. Profiles allow you to see the Profiles panel on a document or location within Revver, which is where metadata collected by Smart Extract is stored, and Profile Management will allow you to enable Smart Extract on locations containing the documents you want to use it on.

Enabling Smart Extract is done on a per-location basis, giving you control over which documents are processed for metadata. Smart Extract can be enabled on all location types, including cabinets.

Start by locating a cabinet, folder, or drawer you want to enable Smart Extract on, selecting it, then clicking on the Profiles tab on the right.

Click on the 'Turn on Smart Extract' button to enable Smart Extract on that location.

Clicking on that button will bring up a screen where you can configure what metadata you want Smart Extract to look for. The available options are determined by which profiles (groups) and/or profile items (fields) you have set up within your Revver account.

Select a profile group, or whichever profile fields you want Smart Extract to look out for and it will automatically add them to its watch list.

Once satisfied, clicking on the 'Customize' button will finalize your selection and enable Smart Extraction for that location.

As you upload files into Smart Extract enabled locations, it will automatically process them. The results will appear in the Profile tab.

After Smart Extract runs on your file and populates metadata for you, Revver has powerful automation features that can then use that metadata to properly file/route documents, kick off other processes, and initiate manual reviews as needed. With your test location selected, you can navigate to the Automations tab. From there, you can initiate several different actions based on the new trigger, “Smart Extract completes,” or the updated trigger, “A profile item value is added or changed on a file in this location.”

For example, you can create a Workflow that will use a specific metadata value to create folders and move items into that folder. You can then set an automation to “Start a Workflow” when “Smart Extract completes” for this location. Now, when you upload documents, Smart Extract will automatically run and find metadata. Then the Workflow will start, and it will use the metadata that Smart Extract finds to create folders and move items.

To disable Smart Extract on a location you have enabled it on, click on the location to select it, then click on the 'Profile' tab on the right.

Click on the 'Edit Smart Extract' button within the Profile panel.

Then click on 'Turn off Smart Extract' to disable it for that location.

While we continue to develop this feature, we actively look for customer feedback to help us improve it. Let us know what is working well and where we can improve, and any other ideas you would like to see for the future of AI in Revver.

With the advent of this exciting new AI technology, new questions and concerns about the privacy of your files and data naturally arise. At Revver, we understand these concerns and prioritize the stewardship of our customers' data above all else.

First, you can choose whether you want to enable and use Smart Extract or any future feature powered by AI. We also want to assure you that your data is never used to train any AI models. It remains securely stored within Revver's systems, only accessible to authorized users of your account and is never exposed to outside parties or resources not controlled by Revver.

Additionally, while we do use customer feedback to refine our code and improve our services, this feedback is strictly utilized by our engineers and is not employed in training AI models. Our commitment to your privacy and data security is unwavering, ensuring that your information is always handled with the utmost care and confidentiality.

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