What is Project Vectorisation?
Project Vectorisation is a background process that prepares Project documents for use by Cognitive CDE (AI Agents).
During this process, Cognitive CDE:
Breaks Project files into smaller sections
Converts them into a format that AI can process
This enables Cognitive CDE to:
Find relevant information faster
Understand the context of queries, not just keywords
Provide more accurate and meaningful responses
NOTE: Cognitive CDE displays up to 250 documents in the search results, similar to other listing areas. If the results exceed 250 documents, pagination is used to help users navigate through the remaining results.
Required Privileges
Privilege | Description |
Cognitive CDE- Admin | Provides administrative control over Cognitive CDE settings and configuration. |
Can Access Cognitive CDE | Allows users to access and use Cognitive CDE features. |
NOTE:
Only users with Cognitive CDE-Admin privilege can vectorise or remove Projects from AI processing. Changes will apply to all users with the Can Access Cognitive CDE privilege.
To request the above privileges, contact Asite Support at support@asite.com.
How Do I Vectorise Projects or Folders?
In the Project Filter, select the Projects to vectorise.
Navigate to the Files tab.
Select the Cognitive CDE sub-tab.
Click Add Projects/Folders.
Confirm the Project selection.
To exclude a folder or subfolder from vectorisation, clear its check box.
TIP: Excluded folders or subfolders can be vectorised later by following the same steps.
Click Next.
Select the preferred LLM (Large Language Model):
Google AI
Microsoft Azure
Click the checkbox to confirm that the terms and conditions have been read and understood.
Click Make available for AI.
NOTE: When vectorising folders within a Project that has already been vectorised, the LLM selection, terms and conditions confirmation, and Make Available for AI steps are not required.
The application will then begin preparing the Project or folder data for AI processing. This may take a few minutes.
To check the progress, hover over the green
icon (top-right).
To cancel the vectorisation process, click the cross
icon.
Once processing is complete, the Projects or folders will be available in Cognitive CDE.
NOTE: Cognitive CDE does not provide additional Project access. Users can only access Projects they are already authorised to view in Asite.
TIP: To switch Projects, select the required Project from the top bar.
NOTES:
Newly uploaded Files will be automatically vectorised. Depending on the file size and system load, it may take a few moments before the content becomes available in Cognitive CDE.
When an Admin vectorises a /roject, eligible files are vectorised in the background and the process continues even if the Admin logs out, loses internet connectivity, or experiences server issues.
How Do I Vectorise Projects Forms?
In the Project Filter, select the required Projects for vectorisation.
Navigate to the Project Forms tab.
Select the Cognitive CDE sub-tab.
Select Projects or Form Type to define the data for vectorisation.
NOTE: If previously vectorised Forms are available, the Add Projects/ Forms button will appear in the top-right corner.
Select Next.
Select the required LLM (Large Language Model):
Google AI
Microsoft Azure
Select the checkbox to confirm acceptance and understanding of the applicable Terms and Conditions.
Select Make available for AI.
The selected Project or Form data is prepared for AI processing. Processing may take a few minutes.
After processing is complete, the selected Projects or Forms become available in Cognitive CDE.
How Do I Delete Projects from AI?
Removing a Project from Cognitive CDE permanently deletes all AI-generated chats and history for that Project. The Project itself remains unchanged in the CDE.
NOTE: The purge process is the same in both eDiscovery and DeepDive.
Delete Projects From AI
In either eDiscovery or DeepDive, click the Settings
(cog) icon (top-right).eDiscovery:
DeepDive:
From the pop-up, select Advanced Settings.
Select the Projects you want to remove from Cognitive CDE.
Click Remove Project.
Confirm by clicking Permanently Remove Project.
