With NeosAI, users can extract essential information from a business card to automatically create a Party. Only file formats of DOCX, JPEG/JPG, PNG, and PDF can be used to extract Business Card data.
NOTE: You must have Add permissions to Case > Party Tab and Enabled Special Permissions to NeosAI.
To add a Party from a business card:
On the Party Tab list view, click the Add from file… AI dropdown.
Select the Add from Business Card AI option.
NOTE: The Create Party AI option is also available in the detail view for documents that already exist in the Case with a "Business Card" Document Type.
Upload the business card by dragging and dropping the file or clicking Browse to locate the file.
When the file has been added, click the Upload button.
A new Party Tab (person) detail view will display with extracted information from the uploaded business card. The Party detail view will contain available information for Full Name (First and Last), Address (Business), Email (Business), Phone Number (Mobile, Business, or Fax), and Online Account (Website = Business, Platform = Website).
Select the Party Role to save the new Party. The Last Name field must also be populated to save the Party.
The image will be automatically uploaded into the Documents Tab of the Case and given a Document Type of "Business Card".
In the same workflow, NeosAI will analyze the business card to extract the relevant Party details.
Extracted information will be placed in the Related Items tab on the Document detail view.
Double-click the entry to access the detail view of extracted information.
