Turn On AI-Powered Document Upload Validation and Prefill

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.

Required Editions

View supported product editions.

User Permissions Needed
To turn on AI-Powered Document Upload Validation and Prefill:	View permissions information.

Turn on Einstein to use generative AI features.
Enable Prompt Builder.

From Setup, in the Quick Find box, enter Discovery Framework, and then select General Settings.
Turn on AI-Powered Document Upload Validation and Prefill.

Next, configure AI Settings on the assessment form questions where your users upload documents. See Configure AI Validation and Prefill for Upload Questions.