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Using the AI Document Assistant ​

The AI Assistant is an intelligent document analysis tool built into Nota Sign. It offers advanced features such as document summarization, multilingual translation, and AI-powered Q&A, helping users better understand and process documents during signing workflows.

Accessing the AI Assistant ​

You can access the AI Assistant in two ways:

Option 1: From the Envelope Signing Page ​

While viewing a document for signing, click the Nota AI button in the right-side toolbar.

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Option 2: From the Envelope Details Page ​

  1. Log in to your Nota Sign account.

  2. Navigate to Agreements from the top navigation bar to access your envelope dashboard.

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  1. Locate the target envelope and click View.

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  1. In the Document section, click the AI Assistant button to open the assistant interface.

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Using AI Assistant Features ​

Once opened, the AI Assistant interface provides quick access to commonly used features via clearly labeled buttons.

1. Document Summary ​

Generate a concise summary of the document’s key points, helping signers quickly grasp important terms before signing.

Steps:

  1. Click Document Summary.

  2. Select the document you wish to summarize and click Send.

  3. The system will return a summarized version of the document’s core content.

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2. Multilingual Translation ​

Translate the document into multiple languages to support international signers.

Steps:

  1. Click Multilingual Translation.

  2. Select the target language and the document to translate.

  3. The system will return the translated content.

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3. Document Q&A ​

Ask specific questions about the document and receive real-time AI-generated responses based on the document’s full content.

Steps:

  1. Select the relevant document.

  2. Enter your question in the input field. Example questions:

  • “What is the lease term stated in this agreement?”

  • “Does the contract include an automatic renewal clause?”

  1. Click Send to receive an instant answer.

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- 💡 Note: All content provided by the AI Assistant is machine-generated and for reference only. Please ensure that all critical compliance, legal, or contractual matters are reviewed and confirmed by qualified professionals prior to execution. -