With Oro AI, our integrated assistant, you can save time by letting it analyze your document and extract the key data needed to complete the project summary.
Import a signed document
Upload or drag-and-drop your signed document into the project: Oro automatically analyzes its content and extracts the essential information.
Start the extraction from the “Project to complete” tab
From the Project to complete tab, launch the automatic extraction to quickly retrieve the key data required for storing the project.
Tip: Import your documents and come back later, you’ll receive a notification when the analysis is complete.
Possible statuses
In progress, To review, Reviewed, Cancelled, Error
Once the analysis is complete, the extraction moves to the To review status.
Review and validate the extraction
Open the document to check the fields identified by Oro.
Fields detected by Oro are marked with a ❇️ badge.
You can also use the magnifying glass to view the source text that allowed Oro to identify the information.
Understanding the extracted information
Oro AI detects in particular:
The project template
The mandatory fields required for storage
The native custom fields
The counterparty
Improve extraction with an AI Guideline
You can add a short AI instruction explaining clearly what Oro should extract for each field.
Describe each field as if you were guiding a new team member. Oro can also automatically generate this guideline (🖌️).
Finalize the project
If the data is correct → validate.
If something is incorrect → edit it directly in the field.
Complete any missing fields before validating the project.
All actions are logged in the Activities for full traceability.