Watch our video on how to import AI Hub metadata into an iSheet:
Set up
You must switch on and configure the iSheets module to import (or insert) AI data into a file metadata iSheet.
Click on Admin and then choose iSheets.
You must use a file metadata iSheet because the AI metadata must be linked back to a file.
Click on the More Actions icon and choose Manage Columns.
On the Manage Columns screen, click Add and choose to add a single column or to import multiple columns.
Single column
If you selected to add a single column the Add Column screen displays.
Give the column a name and choose the column type from the dropdown options.
You can import data from the AI Hub to Single Line Text, Multi-Line Text, Number, Date, Choice, Score (number values will default to zero) and Hyperlink columns. Other column types are not supported.
To have the AI Hub put file metadata into this column, you should select the option titled Import data from external source. Once selected, further options are offered. Select which AI engine you would like to use (if you have more than one enabled on the site) and choose the fields you would like to appear in the iSheet. You can search in the field names, or filter to see a specific AI engine's fields.
If you choose to combine two or more fields into a single column, a delimiter is needed to separate the individual field values, so a further option will display with a choice of delimiters. By default, the AI Hub will put a space between multiple values if you choose to combine them into a single field.
The AI Hub will try to fit the data to the column type and limitations. For example, if you have chosen a Single Line Text with a maximum length of 150 characters, and the AI Hub has data that is 200 characters long, it will trim the length of the data to make it fit the column, and add an ellipsis '...' at the end of the data to show it has been trimmed. Alternatively, if the column is for Number data, the AI Hub will try to ensure that the data is a number before it inserts it.
The AI Hub cannot insert more than 1000 items into a single iSheet cell. For example, if there are more than 1000 parties to a contract, then only the first 1000 party names will be inserted into the iSheet.
Do not put fields from two different AI engines into the same iSheet column, as they will over-write each other.
Click Save to save the changes and add the new column(s) to the iSheet. To view the new imported AI columns, choose iSheets from the top navigation and choose the metadata iSheet from the list of iSheets available.
The image below shows the AI imported data columns are Title, Currency, Document Type and Language and where the files had this data type it has now been added into the metadata iSheet.
