AI autofill

Open Settings, then AI autofill. This page chooses the provider that suggests field values. The per-type switch is on Contract types. What the person adding a contract sees is on Autofill from a document.

The page says “Document text is sent to this provider when someone uses autofill. Check your provider’s data-retention terms.”

The controls

1. Enter Base URL. A hosted provider looks like https://api.openai.com/v1.
2. Enter Model, for example gpt-4o-mini.
3. Enter API key.
4. Choose Save.
5. Choose Test connection.
6. Turn on Autofill from document.

The switch stays off until the URL, the model, and a key are saved. Until then the page says “Add a base URL, a model, and an API key before turning this on.”

After the key is saved, the page shows “Key ending in ••••” and the last four characters. It does not show the key again. Replace and Remove change it. There is no production environment variable for the key. Enter it here.

Test connection shows Checking…, then Connected (structured output: JSON schema) or Connected (structured output: JSON object), or a short reason the check failed. “The provider refused the key or the model.”, “The provider did not answer in time.”, “The provider could not be reached.”, and “That address is not allowed.” are those reasons. “Enter the API key again.” means the stored key cannot be opened. Enter it and choose Save.

Turning the workspace switch off stops new suggestions. It does not delete contracts. Each contract type still has its own Autofill from document switch, which is disabled while this one is off.