AI Copilot

DMS AI Copilot feature

Last published at: March 18th, 2026

This feature enables DMS to leverage AI Copilot's capabilities to assess whether a document's contents comply with regulations. 

You need to access the DMS from the left pane. 

 

The DMS page is rendered on a new page, as shown in the example below. Navigate to a DMS folder to view the documents. 

 

Use the “Search” text box to filter the document list. 

 

Select the document in the table, then click the “Access” icon to view the document’s access information. 

 

The “Access Details” are displayed in a pop-up window, as shown in the example below. Access has been configured for a user and application roles. The ADMIN user has default privileges for “View, Download, Remove, Update, Archive, Permission.” The non-admin (regular user) requires download access enabled to save a copy to the local folder.   

 

Click the ellipsis to open the context menu for this document. You can access the following features: “Copy, Rename, Remove, Check Out, Send Document, Get URL, Download, AI Copilot, Permissions, View History, View Revisions, Archive, Classifications, and Details.” Select the “AI Copilot” menu option. 

 

A pop-up window appears for configuration. The document name is displayed. Select the AI Criteria from the drop-down list to apply to the document. Click the “Submit” button to initiate.

 

The following AI criteria can be applied to the document.

  • Ask Question
  • Classify Document
  • Detect Missing Clauses
  • Document Violates Policy
  • Extract Key Terms
  • Extract Metadata
  • Generate Summary
  • Has Personal Information
  • Policy Compliance Check
  • Policy Compliance Scoring

Select the AI Criteria from the drop-down list to apply to the document. 

 

AI Criteria - Ask a question. Enter the question text and click the “Submit” button. The response appears at the bottom, as shown in the example below. 

 

AI Criteria - Classify Document. Choose this option and submit. The response will appear at the bottom, as demonstrated in the example below. 

 

AI Criteria - Detect Missing Clauses. Select this option and submit. The response will display at the bottom, as shown in the example below. 

 

AI Criteria - Document Violates Policy. Select this option and upload the document that contains the policy triggers. Click the “Submit” button. The response will appear at the bottom, as shown in the example below. 

 

AI Criteria - Extract Key Terms. Choose this option and click submit. The response will appear at the bottom, as illustrated in the example below. 

 

AI Criteria - Extract Meta Data. Choose this option and click submit. The response will appear at the bottom, as illustrated in the example below. 

 

AI Criteria - Generate Summary. Choose this option and click submit. The response will appear at the bottom, as illustrated in the example below. 

 

AI Criteria - Contains Personal Information. Select this option and click submit. The response will appear at the bottom, as shown in the example below. 

 

AI Criteria - Policy Compliance Check. Select this option and upload the document containing the policy triggers. Click the “Submit” button. The response will appear at the bottom, as shown in the example below. 

 

AI Criteria - Policy Compliance Score. Select this option and upload the document containing the policy score checklist. Click the “Submit” button. The response will appear at the bottom, as shown in the example below.