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Step-by-step guides for AbstractCRE.
Overview
AbstractCRE turns files and documents into structured data that can be analyzed, modeled, audited, and integrated.
- Asset
- A building, property, or portfolio that serves as a container for a set of Documents and Abstracts.
- Abstract
- A structured set of information extracted from one or more Documents. Abstracts can represent leases, loans, property management agreements, financial statements, and other Document or agreement types.
- Document
- A PDF file, such as a lease, loan agreement, amendment, property management agreement, etc.
- Template
- The set of Fields used to structure the schema of an Abstract or Asset.
- Field
- A single data element within a Template. Each Field has a name and data type, such as text, date, currency, dropdown, or table.
- Field Value
- The information captured for a specific Field within an Abstract or Asset.
- Link
- The highlighted Document language that shows where a Field Value is sourced from.
Getting started
- Create an AssetCreate the building (asset) you will abstract leases for.
- Create an AbstractAn Abstract is a summary of the key data points found in one or more related documents. There are a few way to create an Abstract. You can create an Abstract from (1) the Abstract section, (2) the individual Asset view or (3) the individual Document view. After you create an abstract, you will need to upload one or more PDF documents to the newly created abstract. After uploading documents to the Abstract, AI predictions will automatically start generating.
Working in an abstract
- Getting into Edit ModeOpen an abstract document and click Edit.
- Edit a Field Value & LinkChange a field value and the document text it is linked to.
- Create a LinkManually create a link.
- Remove a Field's LinkClear a field's link from the source document.
- Change the Abstract NameRename an abstract.
- Change the Abstract TemplateSwitch which template an abstract uses.