How to Extract Metadata

1. In your Dashboard, select the imported or completed contracts you want to extract metadata from.
2. In the bulk actions bar, click Extract metadata. 
3. Select the Choose specific data and click Continue. If the option to Continue is greyed out, make sure you've selected a contract that's either in Imported or Completed status.
   • Note: You can still choose to automatically capture all properties and clauses in the selected contracts by selecting the Scan all data option instead. 

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4. Select or search for the key terms you want to extract from your contracts.
   • At this stage, you can click the dropdown list in the top-right corner and select All to pull up properties that are preconfigured by Ironclad.

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5. Click Continue.

6. Review the metadata you want to extract and select your update option:

   • Add new data (default): Selecting this option leaves existing values unchanged and only populates blank fields.
   • Replace all data: Replaces existing data for the selected fields, regardless of whether the data was created by Ironclad AI or entered by a user.

   

   You'll receive a notification email with the CSV file to download when your metadata extraction is complete.

You can also reach Extract Metadata from the Imports page:

1. Click Imports, and check the box next to the record you want to extract metadata from.
2. Click the More Options icon (vertical ellipsis) in the top right corner and select Extract metadata.

Review Extraction Results

If an extraction is ready to review, you’ll see a status banner at the top of its page confirming that Extractions are ready for review.

To review extraction results:

1. Select the extraction in your Dashboard under Extractions in the left side panel. 
2. In the extraction results table, select cells with a blue outlined triangle next to the value to view its details.
   • Note: The blue outlined triangle indicates a new or updated value.
3. Review the popover. It includes:
   • The property name, such as Agreement Date or Counterparty Name.

   • An explanation of the extracted value and its context. If an existing value was updated, you’ll see the value that was updated.

     

   • An excerpt from the source document that supports the extraction.
4. Select View in document to open up the document preview panel next to your extraction results. 
5. Close the popover when you finish reviewing the extraction details.

You can keep these updates or restore your previous data within 30 days. To return your data to its previous state, click the Restore previous data button in the status banner at the top of the page. Your obligations will remain unchanged.

Restore Previous Data

You can undo changes within 30 days of the extraction by clicking the Restore previous data button in the top right corner of the extraction status banner.

FAQs