- How to upload Source Documents
- How to review and update Data Tags applied to Source Documents
- How to review Source Documents, along with metadata
- How to use the Data Room to more understand your source files and perform data searches within documents
- How to begin the initial draft with Source Documents
Data Room Overview
The Data Room is where Source Documents will be uploaded & stored.
The purpose of the Data Room is to store all Source Documents in one location to allow the AI to automatically summarize the content and apply metadata tags.
- Supported File Types: PDF, RTF, DOCX, XLSX
To more effectively categorize and use source data for generation, each file in the Data Room contains Data Tags.
Instead of generating entire sections with many source files, Data Tags enable content generation of individual parts of a section using only the most appropriate files or source sections as inputs.
- Essentially, content generation is based off of the documentation available in the Data Room; therefore, any content that shall be included in the Dossier must be available in the Data Room via a Source Document.
Process
Step 1: Uploading Source Documents & Data Tags Overview
Once you’ve signed into the Weave Platform and accessed the applicable Program, navigate to the Data Room.
To upload source files click Upload and select (or drag-and-drop) desired files or folders while in the Files tab.
- Folder structure will be maintained upon upload.
After uploading your files, the AI model will automatically process your files, which includes metadata extraction, summarization of each file, and Data Tag assignment.
Step 2: Review & Manage Source Document Data Tags
Verify & modify the Data Tags applied by the AI to ensure the appropriate documents are leveraged to produce content for the corresponding sections in the dossier.
Apply tags manually by selecting the Data Tag column for the file of interest and typing the name of the tag(s) you’d like to add.
- As you begin typing out tags, the system’s predictive text feature will list potential tags based on the information input into the search bar.
- Note:
- Tags applied by the AI will be purple with purple text along with a lightning bolt icon.
- Tags applied manually will be white with purple text.
Step 3: Preview Source Documents within the Data Room
To preview your source files, select the Preview function in the row of the file you’d like to view.
- Within the sidebar, you’ll be able to review the applied Data Tags, document summary, and metadata extracted from the file.
- You can view the data extracted by the AI by selecting Expand preview.
Step 4: Tabular Summary of Source Documents within the Data Room
Navigate to the Overview tab within the Data Room to access a tabular synopsis of the files to easily inspect the data uploaded to the Platform.
- In this view, you can modify the columns or create custom columns to better review your files with the Edit columns button.
Step 5: Search Source Files & Content via the AI
Navigate to the Ask tab within the Data Room to search your source files.
This section enables users to search the available source files via the AI.
Query the source data by selecting the “+” button and entering your question within the search box that appears.
- Users can set specific Source Documents or Data Tags for the AI to search by adding them to the grey bar within the text box.
Upon searching the Source Documents, the AI will return a response to your question & list of sources used to generate the content.
