Contract Extraction automatically extracts structured data from contracts regardless of layout. It recognizes fields like Effective Date, Execution Date, Title, and Jurisdictions using OCR, and creates cross-references back to the source document in your Excel workbook.
What the video covers: a walkthrough of using Contract Extraction in DataSnipper to automatically pull key fields from contracts and export them to Excel.
Prerequisites
Advanced Document Extractions, available on the Accelerate or Elevate package
DataSnipper v6.0 or later
Steps
Click Document Extraction in the Automation section of the DataSnipper ribbon and select Contract Extraction.
Select the contracts to extract from and check the data fields you want to extract.
Click Extract. The selected data appears in tabular form in your Excel workbook. Hover over each snip to see the cross-referenced contract section in the Document Viewer.
Clients with private OCR
If your organization uses a private Azure OCR endpoint, you need access to Azure AI Document Intelligence to use Contract Extraction. Create an Azure AI Services Multi-Service Account in the Azure portal to enable this.