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Publish Actions

This action is used to publish key terms and clauses to the Contract table after they have been identified in a contract document and reviewed by a user.

The Publish action used by AI Platform is automatically created, so you don't need to create additional Publish actions. However, if you need to modify that action or create one for any reason, use this information to guide you.

Prerequisites

This feature requires an AI Platform license.

Create a Publish Action

To create a Publish action:

  1. Navigate to Setup [Table] of the table you'd like to add the action to.
  2. Click Actions.
  3. Scroll down and click Publish Action.
  4. Give the action a name and a description.
  5. Navigate to the Options tab.
  6. For Mode, you can choose whether you want to modify publishing parameters during runtime, or if you want publishing to run with default values selected.
    • Select Foreground if you want to set parameters related to publishing when the action runs or if you use multiple contract tables. When the action runs in the foreground, users can adjust the parameters and select a contract table from the drop-down if there are multiple contract tables. The drop-down list is determined by the tables under the Table Configurations section in Setup > Integrations > Agiloft Contract Concept Mapping, which might already be configured if you use the Word app or Google Docs app. The image below shows the modal window that appears if you select foreground.
      Default parameters
    • Select Background if you want to run the action without any user input during runtime. If you have multiple contract tables in your system, the publishing table is determined by the JSON Annotations field of the AI Projects Document record.
  7. Under Input, select the field where the AAFJSON source data is held in the table.
  8. Click Finish.