Correcting AI-extracted details

Steps to edit or fix incorrect fields pulled by AI

When you choose to use SafeKeep’s AI to extract document information, the platform will automatically fill in certain fields based on the type of document you are uploading. While this can save time, it is important to review the extracted fields carefully. AI can make mistakes, and you can correct anything that does not look right.

This guide explains how to identify and update AI-generated fields on both the web and mobile app.

How to recognise AI-generated fields

When you edit a document, any fields filled by AI will be marked with the SafeKeep AI icon. This helps you quickly see which details were automatically pulled from your file and may need a closer look.

These could include things like:

• Names
• Dates
• Reference numbers
• Expiry dates
• Policy types or categories

How to correct extracted fields

You can update or overwrite any AI-filled field at any time. To do this:

On the web

1. Open the document you want to review
2. Click Edit document
3. Look for fields marked with the AI icon
4. Click into any field to make changes
5. When you are finished, click Save document

On the mobile app

1. Open the document from your list
2. Tap the Edit icon
3. Find the AI-marked fields and tap into them to update
4. Make any changes you need
5. Tap Save to keep your updates

You are always in control of the information in your Safe. AI is there to help, but you can adjust or correct any detail at any time.

Tip: Use clear files for better results

To help reduce the chance of errors, make sure the files you upload are clear, in focus, and easy to read. Blurry or low-quality scans can lead to incorrect extraction.

Correcting AI-extracted fields is simple and flexible, and your edits will be saved securely as part of your document record.