Merge pull request #28549 from MicrosoftDocs/agreements-field-detection-working

Agreements field detection working

Author: chuckedmonson

microsoft-365/media/content-understanding/agreements-apply-detected-fields.png

@@ -4,7 +4,7 @@ ms.author: chucked
 author: chuckedmonson
 manager: jtremper
 ms.reviewer: ssathyamoort
-ms.date: 05/20/2025
+ms.date: 05/27/2025
 audience: admin
 ms.topic: how-to
 ms.service: microsoft-syntex

microsoft-365/media/content-understanding/agreements-detect-potential-fields.png

@@ -4,7 +4,7 @@ ms.author: chucked
 author: chuckedmonson
 manager: jtremper
 ms.reviewer: ssathyamoort
-ms.date: 05/13/2025
+ms.date: 05/27/2025
 audience: admin
 ms.topic: how-to
 ms.service: microsoft-syntex
@@ -25,7 +25,7 @@ Templates serve as a predefined structure that standardizes the creation of docu
 Once you create and publish a template, users with access to the template can start [generating agreements](agreements-create-agreement.md) from it. Users are asked to [input values for fields](#add-fields-to-a-template), and send it for approval or eSignature based on the [workflow configured](#configure-a-workflow) with the template.
 
 > [!NOTE]
-> You can always edit a published template. However, you need to republish the template for the changes to take effect. Documents will be created based of the last published version of the template.
+> You can always edit a published template. However, you need to republish the template for the changes to take effect. Documents are created based of the last published version of the template.
 
 ## Create a new template from the Agreements app
 
@@ -133,6 +133,73 @@ To associate a field to a SharePoint list or library, follow these steps when cr
 
 You can also allow users to manually input values with the **Document authors can type in values manually for this field** option. The values input by the authors are only used to generate the document. They won't be added to the SharePoint list.
 
+## Automatically detect potential fields for templates
+
+Automatic field detection for templates uses AI to help template creators quickly identify and insert relevant fields into their templates. It scans the document, detects key content, and suggests fields for review and insertion—reducing manual effort and saving time. To learn more about the AI used in the automatic field detection feature, see [Responsible AI FAQs for SharePoint Agreements](agreements-responsible-ai.md).
+
+### Detect potential fields
+
+On the **Manage templates** panel, select **Set up fields** > **Detect potential fields**. Agreements AI analyzes your template and suggests relevant fields for your review and insertion.
+
+![A screenshot showing the Manage templates panel with the Detect potential field option highlighted.](../../media/content-understanding/agreements-detect-potential-fields.png)
+
+#### Currently supported fields
+
+The following standard fields from the library are detected.
+
+- First party (Single line of text) – The first party on the agreement.
+- Second party (Single line of text) – The second party on the agreement.
+- Effective date (Date) – The date on which the agreement comes into effect.
+- Expiration date (Date) – The date on which the agreement expires.
+
+#### New field suggestions
+
+The following new fields are detected. These fields aren't part of the field library and will get added once you accept the suggestion and add them to the template.
+
+- Governing law (Single line of text) – State, country, or region’s law that governs the interpretation of the agreement.
+- Renewal term (Single line of text) – Renewal term after the initial term of the agreement expires.
+- Notice to terminate renewal (Single line of text) – Notice period required to terminate renewal or notice period required to prevent the automatic renewal of the agreement.
+
+    ![A screenshot showing the Manage templates panel to review the potential detected fields.](../../media/content-understanding/agreements-review-detected-fields.png)
+
+#### Review suggestions
+
+Each suggested field card displays the following information.
+
+- The detected content from the document
+- The number of occurrences
+- The suggested field to associate with the content
+
+You can navigate through the occurrences of detected content using the **Previous** and **Next** buttons.
+
+To apply a field to all detected occurrences and replace them with a placeholder, select **Insert all**. If you prefer not to apply the suggestion, select **Ignore all**.
+
+![A screenshot showing the Manage templates panel to apply the detected fields.](../../media/content-understanding/agreements-apply-detected-fields.png)
+
+#### Edit new field suggestions
+
+For new field suggestions, you’ll see the **Edit** (![Image of the edit icon.](../../media/content-understanding/agreements-edit-icon.png)) option.
+
+![A screenshot showing the option to edit new suggested fields.](../../media/content-understanding/agreements-edit-suggested-fields.png)
+
+Select it to open the **Edit field** panel, where you can:
+
+- Rename the field
+- Change the field type
+- Modify other field components
+
+Once done, select **Save** to return to the previous panel, and then select **Insert all** to apply the changes.
+
+![A screenshot showing the Manage templates panel showing the Save button.](../../media/content-understanding/agreements-save-suggested-fields.png)
+
+After reviewing and taking appropriate action (insert or ignore) on all suggestions, you'll be able to see the **Go back** button. Select **Go back** to return to the **Set up fields** panel. From there, you can continue adding any other fields needed for your template.
+
+![A screenshot showing the Go back button to review the potential detected fields.](../../media/content-understanding/agreements-review-fields-go-back.png)
+
+> [!NOTE]
+> - You can return to the fields panel at any time by selecting the back button in the upper-left corner of the panel. If you rerun the detection process, any previously ignored suggestions will reappear. This allows you to update the template content and detect fields again as needed.
+> - You can't edit the standard field suggestions that are already in the field library. Only new field suggestions are editable.
+
 ## Add sections to a template
 
 Sections are reusable blocks of content that can be used across templates. For more information, see [Manage sections](agreements-manage-sections.md).
@@ -264,7 +331,7 @@ To set up a mandatory signature workflow, follow these steps:
 2. Place your cursor where you want the signature to appear in the document, then insert the fields for signature, initials, and date.
 
    > [!NOTE]
-   > You only need to insert the signature field locations in the template. During document generation, authors will have to assign signatory email addresses to the fields and send the PDF version of this document for signing.
+   > You only need to insert the signature field locations in the template. During document generation, authors have to assign signatory email addresses to the fields and send the PDF version of this document for signing.
 
 3. You can add multiple instances of the same signature field throughout the template and then navigate through each occurrence.
 
@@ -283,7 +350,7 @@ To set up a mandatory signature workflow, follow these steps:
 2. Select **Save**.
 
     > [!NOTE]
-    > During document generation, authors will be directed to the provider platform to assign the signature fields, add signatory email addresses, and send the PDF version of the document for signing.
+    > During document generation, authors are directed to the provider platform to assign the signature fields, add signatory email addresses, and send the PDF version of the document for signing.
 
 ## Publish the template
 

microsoft-365/media/content-understanding/agreements-edit-icon.png

@@ -4,7 +4,7 @@ ms.author: chucked
 author: chuckedmonson
 manager: jtremper
 ms.reviewer: ssathyamoort
-ms.date: 04/02/2025
+ms.date: 05/27/2025
 audience: admin
 ms.topic: article
 ms.service: microsoft-syntex
@@ -62,6 +62,7 @@ With SharePoint Agreements, you can:
 |[Manage attachments](agreements-attachments.md)    |Manage supporting documents related to an agreement.         |
 |[View reports](agreements-reports.md)    |Learn about the reports that are available to monitor all agreements, their statuses, and other essential metrics.         |
 |[Receive approval notifications](agreements-notifications.md)    |Learn about approval notifications in the Approvals app and in email.         |
+|[Responsible AI FAQs](agreements-responsible-ai.md)    |Learn more about the AI features in the SharePoint Agreements app.        |
 
 > [!NOTE]
 > SharePoint Agreements is not yet available for Government Community Cloud (GCC) organizations. However, it is planned and will be available in the future.