---
schema_version: "1"
id: aa07c922896b1b46586a8c080a0af39d8989220f5f3fcb00e041c46c4f9ad316
title: Configure AI Validation and Prefill for Document Upload Questions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/discovery_framework_configure_document_upload_validation_prefill.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.discovery_framework_configure_document_upload_validation_prefill.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1352fded6ee2c890a0713192ba65c4be2f3f302406e657a5ca9ff9e5af6bbf59
description: Set up AI prefill and validation on each file-upload question in your assessment form. Choose which answers AI extracts from the document, ask for consent, and warn or stop uploads that fail a check.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Configure AI Validation and Prefill for Document Upload Questions

Set up AI prefill and validation on each file-upload question in your assessment form. Choose which answers AI extracts from the document, ask for consent, and warn or stop uploads that fail a check.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=ind.discovery_framework_editions_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products and editions for Discovery Framework and Assessments. Then learn about how your product handles permissions and how to assign them.">View supported product editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d6290e60">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6290e60 ">To configure AI Settings on assessment questions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6290e60 "><a href="https://help.salesforce.com/s/articleView?id=ind.discovery_framework_editions_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products and editions for Discovery Framework and Assessments. Then learn about how your product handles permissions and how to assign them.">View
                permissions information</a>.</td>

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Turn on AI-Powered Document Upload Validation and Prefill in Discovery Framework General Settings. See [Turn On AI-Powered Document Upload Validation and Prefill](https://help.salesforce.com/s/articleView?id=ind.discovery_framework_turn_on_document_upload_validation_prefill.htm&release=264.0.0&type=5 "Turn on the Discovery Framework setting that lets your users upload a document to an assessment form and have AI extract answers from it and validate the file. Then set up the details on each question.").

AI-Powered Document Upload Validation and Prefill uses AI to extract data from the documents that your users upload, prefill the linked assessment answers, and check each file against the rules that you set. Your users spend less time entering information manually and get immediate feedback about document issues.

1. In the assessment form, before you build the Omniscript, add the questions that require your users to upload documents, such as address proof or bank statements.
2. On a question that requires a document upload, click **AI Settings**.
3. To ask your users for consent before AI processes an uploaded document, turn on **Ask Before Prefilling**. Then keep the provided consent message, or edit **Consent Prompt Text** to write your own.
4. To prefill answers from the uploaded document, on the **Pre-fill** tab, turn on **Prefill Question from File**. Then, under **Questions to Prefill**, select the questions to prefill automatically.
5. To validate uploaded files, on the **Validation** tab, turn on **AI Upload Validation**. For each check that you want to apply, such as **File size** or **File type**, select the check, and then complete these steps.
    1. Set the check to **Stop Upload** to reject an invalid upload, or to **Warn User** to let your users continue after a warning.
    2. Enter the check details, such as the maximum file size or the allowed file formats.
    3. In **Message to show the user if this fails**, enter the message that your users see when the check fails.