Prepare a document with AI

In step 3 of the wizard — the editor — the left-hand panel has two tabs: Configure, where you place zones by hand, and Auto AI, where you describe them in words.

It exists for the case that is most tedious by hand: a twenty-page contract where every page takes two people’s initials and the last page takes the signatures.

Write what you want

The tab opens with an example, which is also the best description of the format:

For example, type in the box below, in plain language, what you want to do:

add initials and a signature using chave móvel digital for joao silva, joao.silva@assinaja.pt, 911234567

Notice what the example includes: name, email and phone. The editor places zones for people, and a person with no contact details is not a signer — which is why an incomplete request comes back with “the contact is missing (name + email)”.

There is a Dictate button for anyone who would rather speak than type.

It shows you what it will do before doing it

Once the request goes in, Interpreting… appears and then a plan, under the heading I will apply. Actions arrive grouped:

Group
One entry per person	That person’s signatures and initials
Document fields	Text fields, dates, pagination
Adjustments to existing	Changes to what is already there
Deletions	What is going to be removed

Every line spells itself out — “Initials for Ana Ribeiro on every page”, “CMD signature for João Silva on page 1” — with the position in plain words: on every page, one on each page, on page 1, on pages 2, 5, 9, in the document.

Confirm, or don’t

The Confirm switch at the top sets the pace:

When on, actions need your confirmation before they are applied. When off, they are applied automatically.

Cancel answers “Cancelled — nothing was applied.” — the plan is discarded whole, not in part.

The result is counted

Once applied, the summary says how many actions went through: “{n}/{total} actions applied”. When they do not all go through, it says why instead of leaving you to guess:

If it failed	What to say in the next request
the contact is missing (name + email)	Add a name and an email
I could not find matching elements in the document	Describe the place differently
field type missing	Say which field — text, date, pagination
you did not say what to change	Be specific about the change
you did not say what to remove	Be specific about what goes

None applied gives “No action was applied. You can rephrase the request and carry on with the conversation.”; some applied gives “Some actions were not applied. You can adjust the request and carry on.”

It is a conversation: the next request carries the context of the last one, so correcting beats starting over. Clear wipes the conversation — and warns that “Actions already applied to the document stay”, because clearing the history does not undo what is already on the document.

What is left to you

The editor places zones. It does not send — step 4 is still yours, and still shows you the resources the send will consume. See Send a document for signature.

And check what actually landed before moving on: the Configure tab and the document itself show the zones, and it is quicker to fix here than after the document has gone.

When it is unavailable

On an already-signed document the tab is locked: “Not available — the document is already digitally signed and cannot be changed.”

With no AI provider configured, the platform says so — “The AI feature is not available at the moment. Please contact the platform administrator.” — and it is not a setting you have failed to find.

The remaining cases, including the token balance and the consent asked for on first use, are in AI on the platform.