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Workday User Guide
Last Updated: 2024-10-04
Extract Metadata from Contracts

Extract Metadata from Contracts

You can extract contract metadata from uploaded contract documents with machine learning. After you extract metadata, you can automatically create a contract record with that metadata.
When you use the Supplier Contracts Connector, you can't create a contract with a Workday contract type using this feature.
  1. Access
    Navigate
    Contracts
    .
  2. In the
    Contract Tools
     tab, select
    Metadata Extraction
    .
  3. Click to upload a PDF or DOCX document or drag and drop a file in the
    Upload
     section. You can upload multiple documents at a time.
  4. Click the document uploaded to review it after processing finishes.
    You can manually enter values that weren’t extracted or are incorrect.
    Contract metadata extraction may return incorrect or missing results. You should review all results for accuracy.
  5. Enter values in the
    Manual Input Fields
     to create a new contract record.
  6. To create a contract record, click
    Finalize & Create
    .
    When you create a contract record in the
    Active
     state, you bypass any approval rules for the contract type.
    You can bulk create contract records with contracts that have been finalized.
  7. Click
    Create and View Contract
     in the confirmation pop-up.
You create a new contract record.
Enter or update any additional information in the new contract.

This content is not part of the Workday Administrator Guide.