This article will walk you through how to use AI suggestions (including Smart Import) to tag entities onto records.
The following functionality will be live on July 10th. To learn more about the features included in our July release, refer to What's New in Ironclad: July 2025.
AI suggestions on records including Smart Import, are AI-powered features that simplify the process of tagging your existing and uploaded contracts by utilizing AI technology to analyze and extract data from them. That data is then used to tag entities. Each document is also full-text searchable on the Dashboard through our best-in-class OCR technology.
How It Works
When configured, AI analyzes contracts and suggests matching entities based on your entity profile data. This includes the entity name, alternative names, and the point of contact name.
Before You Start
To use AI suggestions, you must first create your entities in Ironclad. AI suggestions do not create new entities from detected data.
Use AI Suggestions to Detect Entities
After you create your entities, use Smart Import or run AI detection to apply entity tags to records. Ironclad AI matches and tags the correct entity based on the available profile data. This includes the entity name, alternative names, and the point of contact name.
For step-by-step instruction on using AI suggestions and Smart Import, refer to Use Smart Import and AI Suggestions on Records.