In Resources, you can have two types of objects:

• collections: those are organized data you can work on
• documents: those are additional documents you want to have in your project space but won't use directly for your work

Please note that there is no inheritance between project policy and resources policy. 

You need to give access to the collections of your project for other project users to see and interact with them.

TABLE OF CONTENTS

• Add new resources
  • Accepted resources
  • Project documents
  • Collections
    • From Library
    • Creating a new collection
• Manage resources
• Indexation of resources

Add new resources

Accepted resources

Currently, following formats can be added to the platform:

Preview: possibility to display and read the document once uploaded on the platform

Parsing: possibility for the AI to read the document once uploaded 

Arguments highlighted: possibility to see on the Preview the arguments used by the AI to justify an answer

Project documents

To add new documents to your project, go to the Resources tab. 

Then, click on "+New document" or drag and drop your file.

You can add documents:

• from your library
• by file upload
• by folder upload

Collections

To add new collections, click on "+New collection" on the left.

You can add collections:

• from your library
• by creating a new one

From Library

You can select one or several collections from all the ones you have access to and add them to your project.

If you are unsure of what is in the collection, you can explore it to see the different files.

Create a new collection

You will need first to give a name and a description (not mandatory but highly recommended) to your collection.

Then, you will have to select the repository where your files are stored, and navigate through it to select all the desired files for creating your new collection.

Once you validate, your collection will be created and added in your project and in the Library.

It will be available for you to use in other projects.

Don't forget to add a policy to it if you want other users to have access to it.

Manage resources

In a project, you can:

• add or remove a collection from your project
• rename a collection
• add or remove file from a collection

Please note that any action impacting a collection will be reverberated anywhere in the application.

If you want to personalize your collection specifically for this project, we recon to create a new collection.

• download a file
• preview a file (PDF only for now)
• ask a review on a resource

If other users collaborate on your projects, the actions listed above will be limited to their permissions.

Please refer to "Collaborate in a project".

Indexing of resources

When you add a new file into a collection, it is indexed to ensure proper storage and usability on the platform.

There are different steps to this process:

• not indexed/in queue: the file is waiting
• being indexed: the file is currently being processed
• indexed: the file has been indexed and can be used 
• error: the file could not be indexed (you might need to try again later or contact support)

Please note that once a file has been indexed, the status will stay as such even if the indexation is relaunched as the system will consider that it can still use the previous parsing to conduct tasks.

The parsing of a file should not take longer than 5 minutes.

However, it might take longer if the file is complex (many images, graphs) or long (several hundred pages).

If the process seems blocked, sys admins have the ability to reindex files. If the status still does not update, please reach out to us.

A file can still be read when not indexed, but it cannot be used for tasks like knowledge extraction or text generation.

When a file is indexed, some general knowledge is extracted and available on its first tab: 

• document type: scientific publication, technical document, regulation, patent, clinical trial report, regulatory approval, or other
• 1-line description
• keywords: either found in text or generated
• additional information depending on the document type: first and last author, authoring organization, inventors and so on.

It is important to note that those additional information (visible when clicking on 'See more') are used to facilitate citation and bibliography management in the Editor. If they are not computed, we highly recommend to click on the arrow on the top-right to relaunch the computation.

Once you have all your data uploaded and well-organized, you can start working on it by Extracting knowledge from it.