The AI Auto-Annotate action reads a document and places annotations from a plain-language instruction

Instead of typing annotation coordinates by hand (as you do with the Apply Annotations action), you simply describe what you want - for example "Redact all SSNs, dates of birth, and bank account numbers" - and the AI decides what to cover and where. The action uses the document's OCR text and the exact position of each word to place annotations precisely. Like the other AI actions, it is processed immediately and NOT sent to a queue.

REQUIRES OCR: This action needs the document to have been OCR'd first. Place an OCR action (such as AI/OCR/Barcode Processing) before this one in the workflow. If the document has no OCR text the action throws an error rather than guessing at placement.

The generated annotations are saved exactly like manually applied ones. For a non-destructive, semi-secure result, leave the Editable option OFF - the content is covered but not removed from the underlying document. For permanent, true redaction, chain a Burn Annotations action after this one.


Document(s)


    • Active Document - Check this ON to annotate the active document. This will ONLY work if the workflow is acting on a routed Document and not a Record.


    • Found Documents - Check this ON to annotate ALL documents that match the Cat/SubCat/Name, or OFF to annotate only the first one that matches. This only applies when there is no Active Document or the Active Document option is off.


    • Cat / SubCat / Name - Specify the Category / SubCategory / Name of the Documents to annotate. The Documents in the active Record are queried and the matching Documents are processed.


Instruction


    • Instruction - A plain-language description of what to annotate, for example "Redact all SSNs and bank account numbers" or "Highlight every total amount". You may combine intents in one instruction (such as "redact SSNs and add a Reviewed stamp in the top-right"). The AI only annotates content that clearly matches; when in doubt it skips, and if nothing matches no annotations are added. This field can contain variables.


Annotation Defaults

These values are applied to every generated annotation unless the AI overrides an item for a specific part of the instruction.


    • Default Type - The annotation type to use when the instruction does not imply a specific one. Rectangle Filled is best for redaction (a solid block). Other choices include Rectangle and Ellipse outlines, Line (underline / strikethrough), Text label, Sticky Note, and Stamp.


    • Color - The default color of the annotation. Use black for standard redaction.


    • Opacity - How "see through" the annotation is. 0 means invisible (fully transparent) and 1 means fully opaque. Use 1 for solid redaction.


    • Editable - Whether users can edit the generated annotations in the viewer. Leave OFF for a non-destructive, semi-secure overlay. For true redaction, follow this action with a Burn Annotations action.


    • Clear Existing - When ON, any existing annotations on a page are removed before the AI annotations are applied to that page. When OFF, the AI annotations are added alongside existing ones.


    • Stamp Name - Only used when the instruction asks for a stamp. The AI decides where the stamp goes; this names which admin stamp image to use. Leave blank if you are not using stamps.


AI Level


    • Quality - Specify the AI quality to use for this action.
      • Balanced works well for most documents. Cost: LOWER
      • Maximum Quality works best for poor scans or dense pages that need more careful reading. Cost: HIGHER


    • Max Tokens - The maximum number of tokens to use per call. Leave blank to use the system default. This field can contain variables.


TIPS


  1. For permanent redaction, place a Burn Annotations action immediately after this one. The Editable-off overlay covers the content visually but does not remove it from the underlying document until it is burned.
  1. Be specific in the instruction. "Redact all Social Security Numbers and bank account numbers" produces more reliable results than a vague instruction like "hide the sensitive stuff".
  1. This action can also be used from an Add-In button with a fixed instruction, so an end user can annotate a document with a single click.


NOTE ON (AI): All AI auto-annotation will incur extra fees. Check with your sales rep for more information.


All Category, SubCategory and Name fields can contain static values or variables.