Improved AI Generated Issuing Comments for Document Records and Description for Document Types

You can now leverage enhanced Generative AI capabilities in document records using the Generate button, with support for adjusting length and tone. This feature can be used for:

  • Generating issuing comments for a document record

  • Generating a description for a document type

Note: The earlier label of AI Assist has been renamed to Generate. Additionally, the page property is also renamed from Show AI Assist Button to Show Generate Button.

Generate issuing comments for a document record using AI

When you add a document record, in the Issuing Comments field, click the Generate button. Based on the type of document record you're adding, AI generates comments in the Issuing Comments field.  To regenerate comments, click the Generate button again. You can use the AI generated comments as is or modify them. 

Enabling Show Generate Button Page Property in VB Studio

Enabling Show Generate Button Page Property for Document Records Page in VB Studio

Generate Button Displayed in Issuing Comments Field

Generate Button Displayed in Issuing Comments Field

Tone and Length Options for Generating Issuing Comments

Tone and Length Options for Generating Issuing Comments

Issuing Comments Generated in Engaging Tone

Issuing Comments Generated in Engaging Tone

The below table specifies the criteria used to generate issuing comments for a document record:

Criteria Details
Country

Issuing comments are generated based on Issuing Country.

However, if there is no value entered for Issuing Country, then it will be generated based on Document Type Country.

If neither value is available, then it will be generated based on Global or All Countries.

Tone
  • Engaging

  • Formal (default)

Summarize

Issuing comments generated will be 1250 characters.

For document records that have renewal and retention sections, issuing comments generated will be 400 characters and 350 characters respectively.

Expand

This is the default setting. Issuing comments generated will be 2500 characters.

For document records that have renewal and retention sections, issuing comments generated will be 800 characters and 400 characters respectively.

Rewrite

Selecting this option will not consider the earlier inputs provided in this field. Issuing comments generated will be 2500 characters.

Generate a description for a document type using AI

While creating or updating a document type, in the Description field, click the Generate button. Based on the document type, AI generates an appropriate description. To regenerate the description, click the Generate button again. You can use the AI generated description as is or modify it.

The below table specifies the criteria used to generate a description for a document type:

Show Gener

Enabling Show Generate Button Page Property for Document Types Page in VB Studio

Generate Button

Generate Button Displayed in Document Type Description Field

Tone and

Tone and Length Options for Generating Document Type Description

Document Type Description Generated in Summarized Mode

Document Type Description Generated in Summarized Mode

The below table specifies the criteria used to generate a description for a document type:

Criteria Details
Country

Description is generated based on Country.

However, if there is no value entered for Country, then it will be generated based on on Global or All Countries.

Tone
  • Engaging

  • Formal (default)

Summarize

Description generated will be 1250 characters.

For document types that have renewal and retention sections, description generated will be 400 characters and 350 characters respectively.

Expand

This is the default setting. Issuing comments generated will be 2500 characters.

For document types that have renewal and retention sections, description  generated will be 800 characters and 400 characters respectively.

Rewrite

Selecting this option will not consider the earlier inputs provided in this field. Description generated will be 2500 characters.

You can utilize Generative AI to improve your user experience. The feature generates tailored issuing comments and descriptions that saves your time and effort.

Steps to Enable

For more information, see this topic: How do I control the display of a UI element in Visual Builder Studio?

Tips And Considerations

For more information, see this topic: How do I use the AI Generate options on Document Records and Document Type pages?

Key Resources

Check these resources to understand the prerequisites and steps to create instances and workspaces.

Access Requirements

You must be granted the Application Administrator role to access VB Studio.