AI Compliance Assistant analyzes multiple documents uploaded at the same time to help you complete tasks that require supporting documents.
Who can use this feature?
How AI Compliance Assistant works
You can use AI Compliance Assistant to help complete tasks for yourself and your contractors.
- In your Pending Tasks list, tasks that AI Compliance Assistant can help complete display the Eligible for AI Matching
icon. Review these tasks to see which documents are required.
- Upload the supporting documents for your tasks.
- Once uploaded, each document is analyzed and matched to the corresponding task.
- Information extracted from each document is used to automatically fill in the fields for the task.
- Review the tasks and make any necessary changes before submitting them to the site for approval.
Supported file types
For AI Compliance Assistant to read and extract information from a document, the file must be 10 MB or smaller and use one of the following file types:
- DOCX
- JPG
- JPEG
- PNG
Use AI Compliance Assistant to complete tasks
- From the left sidebar in the Vendor Portal, click Tasks.
- On the Tasks page, locate the AI Compliance Assistant banner and click Upload Files.
- In the side panel that opens, click the upload area to select your files, or drag and drop them into the upload area.
- After all files are uploaded successfully, click Start Matching.
- After your documents are analyzed, the Completion column in the Pending Tasks table shows the percentage of fields AI Compliance Assistant filled in for each task. Select a task to complete any missing information, review its details, or make changes.
- After reviewing your tasks, submit them to the site for review using one of the following options in the Pending Tasks table:
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Submit all completed tasks for review: At the top right of the table, click Submit Completed.
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Submit one task for review: Click Submit next to the task.
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Submit all completed tasks for review: At the top right of the table, click Submit Completed.